Switching from pwc to a small local firm with a profits interest. Anyone willing to share some challenges they’ve had going from b4 to small local?

like
Posting as :
works at
You are currently posting as works at

Not quite the same, but I just went back to the small firm where I started my career from a top ten firm. I was surprised at how hard the adjustment was as I'm doing a lot of things that I didn't do at a large firm. I hadn't done writeup, financial statements, or certain types of tax returns in a long time, so I had to relearn those things.

When I was previously in small firms, I worked with people from big 4 firms. Some of them adjusted fine, while others didn't. I think the key is to have strong basic accounting skills since CPAs at small firms are much more "in the weeds" with their clients, helping with accounting and AJEs in addition to prepping tax returns and/or financial statements.

Since I went back to a small firm, my stress level is exponentially lower. It's been nice to decompress and learn how to enjoy life again.

Best of luck with the transition. Give it some time and don't be afraid to ask questions. If you don't love it, you can always go back to a bigger firm.

helpfullikesmart

2215? But what would I do with an extra 400 hours a year?

like

Haven’t personally done this but I know from other accounts that folks miss the resources available in B4.

So you figure it out yourself or do not take on the work. Big 4 issues that require national office should be in the unclear area of the provisions, not for basic research. Most of the work local firms will take on or advising on should not be as sophisticated day in day out as bigger firm. Good luck

Related Posts

What do I need to know attempting to transition into Tech? Currently active duty military, working acquisitions as an engineer (I don’t do engineering) but I will be transitioning soon to the civilian work force and would like to get into tech. Any advice for the transition or things to watch out for/keep in mind. I’m looking at technical project management, engineering management, or product management as examples of roles. 5 yoe in mil.

like

Currently a senior 3 at EY and hope to get promoted to manager next year by October. Is it better to move over to BCG after promotion as a project leader? Or would that not be a lateral move as a EY manager?

Senior Analyst at Goldman Sachs vs Data Engineer at IBM. In a general context without any details, which role would you take and why?

like

I’m looking for advice. I’m with a company that will be going through an exit soon-ish. It’ll be big. I have a fair amount of equity and I’m fully vested. But I’m so burned out from the pace and the stress of getting us across this finish line. Has anyone left a job before getting through the transaction? I know there could be a bonus at the time of the transaction or benefits of staying after the transaction, but I am not doing my best work and I want to be motivated and inspired again. Cont’d:

like

Is it possible to leave as a B4 audit senior to a senior financial analyst at a fortune 100 company? If so are there any specific things to highlight on a resume to stand out?

like

Everytime I think about work and how I can't even make a strong case for myself for a promotion I get upset. I'm literally pissed that I'm past a year mark and have yet to learn anything new since month 2. I've researched and taught myself as much as I could but many things are "learn on the job" type skills and so nothing. And yes, I've constantly asked throughout this entire year yet nothing has happened only promises that its coming soon or I'll be included in upcoming xyz.

like

I’ve worked as assistant manager for years, but it doesn’t look like I’ll be getting a promotion anytime soon. I feel bad leaving since I'm kind of the glue around here and I’ve gotten to know pretty much everyone. Any advice?

like

I am searching for anyone who was like me 6 years ago; sitting in public accounting, while secretly working with my small book of clients on the side hoping to get the nerve to leave. I want to connect with accountants that are ready to make the transition from employee to entrepreneur.

If that’s you – we should chat! I would love to share my experience with you, so you can avoid some pretty common pitfalls I made.

like

Hi..I have done B.com and MBA...from tier 3 college...currently working in Market research....only have knowledge of MS office (excel and powerpoint). What extra courses can I do to get good jobs?? Something not very technical yet in good demand...pls suggest....

like

Anyone know good resources for comparing mbb salary progression to avg. big tech/FAANG salary progression in industry? Debating making the move

like

So I have recently joined a startup in the EV space. It's a SPAC, so it's a crazy ride. I interviewed for a top HR job, but they offered me a second-in-command opportunity, and I took it. Overall, I love it. However, I recently got an opportunity to join crypto-NFT startup as a top HR. My current startup is well funded, sales could be better, but we just acquired a company to help us to progress with them. The leadership team is strong, but a bit on the boomer-ish side of things.

like
like
like

“Strategist” seems like a rare title to see when you go in house. Are there similar roles with different titles - I could be wrong, but I don’t think it’s an agency exclusive role.

Thoughts on PHR/SPHR/SHRM-CP certs? I have approximately 9 years of HR exp and my bachelors and MBA. Been debating on whether or not I need to fulfill my urge to get a certification. Wanted to get some thoughts around whether you have a similar background and opted to or opted to not get their certification? Thanks!

like

Any advice for someone who wants to go into the health advertising industry but has a degree in Biology and Public Health/Sociology/Psychology? I graduated in 2020, and my dream is to become a creative director someday. Where should I start? My only experiences in the professional world have been working briefly as a writer and as a dental assistant.

like

Hello people of San Diego! Would love to hear how y’all are affording to live here comfortably. Please state your company, position, TC, YOE, and do you have a side hustle? I’ll start - I’m an advisor in Wealth Management with TC of $70k, 3 YOE and no side hustle. Among other things, rent just jumped from $2500 to $3700 for 2 bedroom and areas were looking at. I’d like to “make it” here but if it means switching career to make money I’d like to get an idea to make the right job change.

like

How realistic is it to land an AD position as a fresh grad (with a doctorates) and a handful of pharma & FDA interships? I'll have over a year of (consistent) work experience at a large pharma company and I have prior leadership/mgt experience in a gov't position prior to changing career paths and pursuing my doctorates. TIA!

like

Why do you think most Managers in big4 are looking for exit opportunities?

like

Any Aon pension actuaries who could help my friend understand the hierarchy of titles? Let’s say my friend has 10 years of experience, FSA and EA credentials, was a consistently high performer over his career, what would his expected title be at Aon within the core retirement actuarial business? Thanks in advance.

like

More Posts

I have to spend all of next week at a wedding with a friend who I realized makes me feel bad and I don't want to be around anymore. Don't know how I'll get through it 😩

like

How do you interview for a new position without alerting your current firm that you are looking to leave?

likehelpful

What's your favorite shoe brand?

like

Can someone share what the BASE salary range should be for an L6 SDM at Amazon in NYC should be?

Also what other perks can be negotiated?

like

How is an offer from Accenture Strategy for Management consulting in Industry specific domain Energy? How is the work culture and environment.

like

I will possibly be getting a machinist role through some contacts, and I have no experience in the field and I’m wondering what I could expect to make, when I look up average salaries for a machinist position I see around 65k but that seems too good for my age and experience so I’m wondering what some others in the trade on here are making

like

Cayman islands anyone?

like

Hello everyone,
Any idea about NTT data designation/band hierarchy for 10 years experience?

like

I’ve always gotten the advice that when you want to switch jobs you should take interviews from places you’re not actually interested in, so you can understand your value in the market and have better negotiating power.

I’m doing that rn - took a couple interviews to gauge my skills, my market value, and see what I need to work on for interviews that I actually care about.

However, I feel really guilty about wasting their time and going all the way knowing I’ll just say no at the end. Wwyd?

like

Can anyone share interview questions for mobile tering for 6.6 years QA Automation canddidate

like

This might be my new daily. 36mm is so comfy.

Post Photo
like

Hi,
I am having 6 years of experience as an accounts receivable specialist working in US mortgage loan with dispute resolution skill as well.
Looking for a better opportunity.

like

Hi Folks, Does anyone know how long will KPMG will take to release offer letter after final round (Onshore Round) as i was told this would be the last round. Really tensed. Gave the interview on 12th August, i guess its too soon to follow up.

like

Any insights on when can we hear the feedback of EOY reviews and promotion outcomes for this PY ??

like

I just started with week 6 and no symptoms related to pregnancy until now. No nausea or fatigue, etc. I know it’s normal for some ppl, still worried a bit. My first prenatal visit is scheduled end of this week coz the doctor is not available earlier. Is it late?

Is there anyone whose LCA actually got rejected due to the new minimum wage rule? Please keep us posted.

like

I’m looking to get into PM roles. Any advice on where to start? Certification recommendations etc? Anything helps! Thanks in advance 😊

like

What does VC associate pay look like ? $4B aum fund in high COL city for reference

like

Going to Austin for graduation. Should I stay at the W or JW Marriott with points? They’re both category 6, but does one stand out more than the other?

like

Additional Posts in Tax Bowl

NYC transfer pricing salary please share thanks!

like

Is my situation normal or am I getting taken advantage of? Manager promotion goes info effect now. Over the past month I’ve been getting introduced to my new clients I’ll be managing. BUT none of my senior work falls off my schedule until after 10/15. Of which normally Aug-Oct was/is my busiest time of year as a senior. I’m getting really worried about how to manage my new ‘manager’ clients while still my entire old senior load

like

A senior manager at my firm recently quit and left to be a partner at another firm. How does that work exactly? He didn’t have much of a book of business.

like

Anyone in real estate valuation and modeling? Currently I’m involved in fixed assets, cost segregation type of projects and looking to transition at a senior level. Any insights would be appreciated.

like

Any difference between Tax Consultant I and II at Deloitte ?

like

Just did my first research to form my own opinion / interpretation and sent to the Partner for consideration and review. I hope I didn’t miss the mark lol

like

Thinking about first job out of PA Tax as a senior with 3 years exp, long term wise , what’s the best spot to go?

like

Anyone got any exit opp ideas for after busy season, I’m on day two and ready to rage quit

like

After 3 1/2 years of giving the CPA exams my all, I’ve decided it’s time for a career change. I got into accounting for the wrong reason. Although I’m 25, and I have some soul searching to do. I feel like I am taking a step in the right direction

likeupliftingsmart

Does anyone work a compressed/ 4 day schedule? Any tips on making it work? Are there things you didn’t expect that you wish you had known about? How did you set boundaries?

like

Anyone ever go work at the state - department of revenue ?

like

I’m currently in PA working in tax compliance (PE/Hedge) and considering my options. When I spoke with a recruiter seems like there is not a lot of “interesting” tax opportunities in industry that really stuck out to me. They mentioned potential opportunities for a PE controller role. Has anyone ever tried this? It would be a smaller shop so imagine I’d be doing everything if I was considered. Would I be setting myself up for failure?

like

What's BDO AND RMS Offering in India to TCII AND ACTING SENIORS ?

like

Deducting S Corp owner health insurance when they aren't really an employee? Owner doesn't do anything for the business anymore, but still wants the health insurance.

"Health and accident insurance premiums paid on behalf of a greater than 2-percent S corporation shareholder-employee are deductible by the S corporation and reportable as wages on the shareholder-employee’s Form W-2, subject to income tax withholding."

like

Anyone know what the culture and hours is like for Expedia international tax group? I’m currently working in public and want more WLB and wondering if Expedia would be the right place for that. Thank you!

like

Let’s share dumb client stories!

I work at a b4, I got a job offer from amidsize Promotion and going from 120-140. Should I take it? It would be a new start, and they mentioned less hours. The only issue I am thinking about is not having July and December weeks off. Otherwise the benefits are the same.

like

Any advice on joining M&A tax groups? Current experience is (mainly Fed) compliance related. Do big 4 take outside hires or should I get my foot in the door first and transfer depts?

Anyone make the move from a core corporate tax group to an M&A tax group? What was your experience like, would you do it again?

like

How much to expect for tax manager salary in Denver?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal