What Every Tax Professional Should Know When Searching For A Tax Job

Build A Personal Tax Brand: Secrets To Being Hired For Tax Jobs You Should Learn Now

Many tax professionals lose wonderful opportunities to be considered for the best tax jobs because they do not know how to position themselves to be selected for these roles. This article focuses on my experiences in tax professional search and what I learned from the actions tax professionals took to rise to the top of the profession. If you are thinking about entering the tax profession, or already in the profession and want to know how to be considered for a tax roles, there are steps you need to take. For the purpose of a tax professional audience, I will break this article into five categories: Public Accounting Tax, Corporate Tax, Law Firm Tax, Independent Tax Services, and Government Tax Roles.

In writing this article, understand the information comes from my experience in working on more than one thousand tax searches over thirty years. You learn a lot when you are speaking with tax professionals in private conversations about their experiences working in these uniquely different tax work environments. You will learn what I learned about these vastly different tax environments; you will learn from this article what tax professionals liked working in a particular environment and the reasons why they decided to leave for another work environment.

Public Accounting/Consulting Firm

A public accounting firm is an ideal place for anyone to enter the tax profession. You will learn alot in a small boutique accounting practice or a mid-level to large firm. This is simply a great  place to begin building your tax and accounting career. If you are fortunate enough to catch the attention of a mentor to guide you, all the better. This is the ideal environment to enter the tax and accounting profession and begin your tax career.

The greatest amount of turnover in public accounting is at the 3 to 5 years of experience where tax staff/tax seniors want to continue to grow. Many tax staff/tax seniors may want to stay until they make manager before they leave the firm. However, the truth is if someone has decided to stay and make manager in public accounting, compared to a tax staff/tax senior who has combined 5 years of experience in public accounting and a corporate tax environment; the hiring executives in corporations prefer hiring the candidate who has combined public accounting/private industry experience. This is a fact. Ask any corporate tax director and they will tell you the same. My advice to younger tax professionals is to focus on the learning experience, not the title.

If you are in public accounting and want to move to another firm, I would then understand the title is the primary driver for most in an accounting firm. What I would advise key hiring managers in public accounting is the best way to retain your professional staff is to invest in their training and education. For instance, you could train your staff in partnerships by sending them to a high-quality partnership  education seminars like taxforums.com. Charles Levun and Michael Cohen are nationally trusted trainers in tax partnerships. They go through multiple case studies in their seminars which are highly rated sessions. They generally conduct annual training seminars on tax partnerships in May and June which you can find here: https://www.taxforums.com/default

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Marketing: Finding A Tax Professionals Is Changing In 2024

For years, finding a tax professional with the requisite knowledge, skills and experience has remained the same. Ask a friend for a referral, look online to see who paid the most to appear in a top ad, spend time looking online and spend even more time looking through multiple links trying to find a tax professional with the specialty skills you need. Time and time again, taxpayers are unable to find a tax professional who has the best skills for the tax work that needs to be done.

For more than thirty years, we have been retained to find a tax professional for clients all over the world who want access to the most qualified tax professionals around the world. During this same time, we have been asked by the executives who have retained us to find a tax advisor who they can hire for their personal tax needs. This is why we have received inquiries like the following requests:

Example Case One

A U.S. Citizen wanted to purchase a MuzzBuzz Coffee Franchise in Australia for their son who moved there; however, they needed tax advice on how to structure the purchase of the franchise. We searched our tax  professional database and referred them to an Australian tax advisor.

Example Case Two

A Japanese Company CEO contacted a former Chapter President of a Colorado Enrolled Agent Association (He found the EA on our site) and asked if they would return his call. The Enrolled Agent was surprised and asked if the call was real. I told him to call the CEO who finally had a conversation with or EA member that he had a manufacturing facility in Colorado and needed tax advice. ( I do not know if he was hired but I do know the call was real).

Example Case Three

A CEO from Greece contacted TaxConnections and asked for a referral to a tax advisor in New York as he owned several large commercial buildings in New York City he was getting ready to sell and requested a referral to a tax advisor. (We referred him to a tax advisor in New York City who spoke Greek, Italian and English).

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Getting Tax Advice: What Should You Know To Get Free Tax Help And Professional Guidance

Are you navigating the confusing world of taxes and wondering where most people turn for advice? You might be surprised to learn that despite the myriad of professional resources available, 53% of taxpayers — still rely on friends and family for tax advice. This trend is particularly prevalent among younger taxpayers, who often turn to digital sources or personal networks. Meanwhile, older taxpayers tend to gravitate towards traditional printed materials for guidance.

In this blog, we’ll dive into how you can access free or low-cost tax help and what you should know when seeking professional guidance. From IRS-supported services to tapping into the expertise of tax professionals, we’ll explore the avenues to ensure your tax filing is as smooth and stress-free as possible. So, let’s get started and turn tax season from a time of confusion to a period of confident decision-making!

Choosing the Right Tax Advisor: Get Free Help from Qualified Professionals

Selecting the ideal tax advisor can be a game-changer for your financial health. In a sea of options, how do you find free, qualified assistance that aligns with your unique tax situation? Let’s navigate through the process of identifying the right tax professional, ensuring they have the expertise and compatibility to meet your specific needs.

Assessing Your Needs

When it comes to choosing the right tax advisor, the first step is assessing your needs. This means taking a close look at your financial situation, tax obligations, and what you specifically require from tax assistance. Are you looking for someone to help with straightforward tax filing, or do you need more comprehensive tax planning and strategy advice? Understanding your needs is crucial in finding a tax professional who can provide the most effective and relevant support.

In this assessment phase, consider factors like your income sources, investment portfolio, and whether you have any specific tax situations, such as owning a business or having multiple income streams. Younger taxpayers might prioritize digital convenience and the best tax software, while others might value personalized, face-to-face guidance from a tax professional. By clearly defining your needs, you can better target your search for tax assistance, ensuring that the advice you receive is tailored to your circumstances and fully addresses your tax concerns.

Researching Qualified Tax Professionals

To manage your tax affairs effectively, you must find a tax professional who aligns with your needs. It’s not just about finding someone qualified; it’s about finding someone who understands the nuances of your unique tax situation, whether it’s simple tax filing or more complex tax planning and strategy. For example, a business owner might need multiple financial professionals to ensure tax season goes smoothly. 

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