Looking for job recommendations for someone who likes working with personal taxes (individuals & trusts & such). Currently working at a big 4 and don't think I can make it much longer.

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Family office? Or high net worth? Try a small firm. You may not like working with personal taxes much after that.

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Turbo tax?

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This is decent advice for someone who really wants to leave. Many tax prep software companies are hiring temp work to get through the busy season. Those CPAs people remote into regarding their returns....that could be you. At least you can get paid while looking for something better.

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I thought that is what PCS does at EY?

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Yes but I'm not wanting to stay in big 4 for much longer

Family office

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Best route to family office is if you work with a recruiter or if you know someone at the family office that could refer you

I work in an EY group that only deals in individual tax. Message me for more details if you are interested 👍

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What market are you in?

Why don’t you go to a top 100 firm and ask them what types of clients they work on to see if it’s in line with what you want? Or talk with a recruiter?

I left EY to work at a smaller public firm. I’m based in Midwest - we have offices in other cities. I work on individuals/trusts/ foundations dm if still interested in PA. Pay on par or exceeds big4

Did you do this type of work prior to the smaller firm? I’m in FS and a smaller firm said they’d have to pay me less bc I didn’t have the exact experience needed.

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