BouncyBanana
BouncyBanana
9d

Exploring Opportunities Beyond Tax

Hello All,

Wanted to understand whether transitioning from Tax to Investment Banking or related finance roles such as Fund Accounting is feasible with my current experience.

I currently work on investment management clients where I prepare workpapers, K-1s, partnership returns, NAV workpapers, and allocation schedules for certain clients.

Would love to hear from people who have made a similar switch or are aware of relevant opportunities, skill gaps, or certifications that could help in this transition.

9d ago
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