To those who broke out of audit w/ or w/o a CPA, how did you get the opportunity to work in advisory?

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

Networking. It's about setting up calls and 1-on-1 meetings with people in those practices. You can do it within your firm, or try to do it outside of your firm. If you combine this with being a strong performer, then you will have success in transitioning from audit -> advisory.


Applied on the website. Coming from big 4 audit, I got an interview for every TAS role I applied to (pre-COVID).


Outstanding. Congratulations and thanks for sharing!

Also looking to network and ask additional Qs!

W/CPA, spoke to audit leadership about wanting to move service lines. They set me with up leadership in other SLs, and after discussing with several landed on one that seemed like a good fit. Made the move after finishing up one more busy season. Happy to answer any other Qs.

I basically phrased it as "while I've really enjoyed my time in audit, I'm ready for new challenges. I've looked into XYZ and would like to learn more about those service lines." There was some push back as they obviously want to keep people in audit, but they clearly saw the bigger picture and understood I might leave if I wasn't able to switch. The market is picking back up majorly right now. Not sure what you're looking for with that last Q, hope that helps.

I got into TAS after my first year in audit and had the CPA. I don’t think the CPA is helpful at all

Any general/specific tips on landing that first interview?

got accepted into a 1 week rotation as part of my audit internship, did my networking, which converted into a full time position.

More Posts


Does BOA provide welcome kit to new joiners?
If yes, what's that?


Any global services here willing to trade 80 pluspoints? I’m 1k going on a honey moon trip this week and would love to use a GS sponsored pluspoints to move up the upgrade list. Willing to trade with miles or my PP as well


I am ESL teacher. At my last school I did push in and pull out. However I felt like I was never a real teacher and was more like the support teacher and was ignored. Does anyone else feel like that?


How many hours a day do you actually spend on quality time with your toddler? Doing what activities? I feel like after a long day working, cooking, and cleaning, i am exhausted and end up wishing it is bedtime.


A partner asked my wife and i to a very expensive dinner with his wife, and then went dutch lol


How do you balance taking initiative with not appearing desparate? 3 dates with this guy I like but he is low energy when not in person, coordinating meets is hard. Always been like this so not(contd)


are there any HR professional who work at Deloitte here?


Which Salesforce practice is better for an experienced hire: Infosys, Appirio, or Capgemini?


Hey is any Realtor or Listing agent or an Experienced persons free for the weekend for 3 hours quick job to get paid some cool Sum of $$? Then Quickly send a DM for more details .


What’s Accenture capability network ? What do they expect from an agile coach?


Will any company create an entry in EPFO if we complete their onboarding process but don't join the company and inform HR prior to DOJ? Mindtree

I mean, by the onboarding process , we fill our personal, education, and employment details right after the offer letter is released.


How is Persistent in terms of Appian projects? Does it have good development projects in Appian and what are the chances of growth?


What’s your strategy when job hunting and what has worked for you? Do you prefer to mass apply or find jobs through network? If working full time, when do you apply for jobs? When do you prepare for interviews? How long has it taken you from start of job hunt till getting that call and offer?


what does Deloitte pay senior consultants in Toronto/Canada


Can you all share Dallas or Houston first year tax manager salary please?


Hey guys can someone help me refer my friend in BDO? Please help me if you can. My friend is urgently looking for Job. TIA.

Does life get easier post-MBA?


2 days before REG - any last minute advice?


Additional Posts in Transaction Services, M&A, Deal Advisory

Possible to move from RX (FDD background) back to FDD.

Specifically at A&M. Currently RX at Alix but the travel is wearing me down. I'd like to go back to FDD and do TAG at A&M. That possible? I know I might have to wait till a better economic environment

RX = Restructuring

FDD = Financial Due Diligence

TAG = Transaction Advisory Group

A&M - Alvarez and Marsal

For all of those of you who will say "wow so much nice acronym soup"


What are A1/A2s making in deals right now? LCOL/MCOL


I am doing a rotation in the valuation group and planning to switch firms afterwards. Anyone here did this and have any tips? I know transferring from audit to valuation is usually a bit harder, but would appreciate any tips. I have a bit of valuation experience from my PE clients. I am also planning to sit for CFA level II this summer and have taken some modeling/valuation courses.


Thinking of transferring to Bober, Markey, Fedorovich TAS group from Deloitte M&A. Any insights? Any opinions on moving from Deloitte to a small regional firm?

Does FP&A route pay more or Controller route pay more?


Thinking about making the switch to transaction / deal advisory this spring. Just completed my 3rd busy season (sr 1) in audit and wanted to hear experiences of how hard it is to switch / difficulties moving from a national firm to B4 with a different service line.


Why are some FDD folks so cocky? It's so weird.


Got an email that I’ve been selected for EY SaT FDD rotation program. Says interviews will include a case study. Any thoughts on what this could be on? Been preparing for FDD interviews but haven’t had a case study in any.


Tax or financial/accounting is better?

I passed the first 2 levels of the CFA exam, will having it on my resume damage my chances when applying for transaction diligence jobs?


Pros / cons of FDD?

Any advice on how to communicate with a team who’s too busy and you’re still new to FDD (4-5 months in) ? Communication is just summarized into to do lists by email, ask to get it done and provide updates. But I have so many questions when I go through tasks, as I’m still learning how to do my job… ?! And if I make mistakes after they review, they just provide negative feedback.


What can I do to save time formatting and going through data in excel? Will picking up a coding language help?


Does having deal accounting advisory experience give you a leg up in switching over to FDD? Will someone from accounting advisory beat someone in audit in terms of getting a FDD role?


Anyone study for CFA while working full time in deals, FDD specifically? Thinking about starting it now as a senior (starting next month in Advisory after transferring out of audit). Probably would wait until I have gotten adjusted to the new role before beginning but wanted thoughts on if it’s doable and a worthwhile investment.


Salary difference for S1 between FDD and AAS? I’ve heard FDD pays more but not sure if the hours are worth the salary.


How's BDO m&a tax group (pay,hours,team size)? Looking to jump from other middle market in NY. Currently making $150k as S2 with CPA, been in m&a tax for 1 year


Whose got the best looking databooks? Came across a BDO one and was impressed ngl


Im currently a senior 3 in acct advisory group, would it be possible to transfer to FDD group and get promoted to a manager within less than a year without any setbacks?


Can you join FDD as a finance major or would I have to go back to school and get a masters in accounting? Looking at LinkedIn I’ve seen very few non accounting majors in fdd.


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


Embed this post

Copy and paste embed code on your site


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


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