Joan (Almazan) Taylor, Managing Director and Regional Practice Leader, Business Risk Services on Influential Women

Influential Woman · Public Accounting

Joan (Almazan) Taylor

Managing Director and Regional Practice Leader, Business Risk Services, Baker Tilly US

CA

Certifications · Degrees · Memberships

Member Institute of Internal Auditors (IIA)

Her Story

About Joan

I've been in accounting and internal audit for over 20 years now, though I have to say it was really by accident. I didn't want to go into accounting because I don't like numbers, but somewhere along the line I ended up doing an internship for California State Fire and Forestry over in Sacramento in their internal audit department, what they called program accountability. That's where I learned a little bit about internal controls, and because of this internship, it kind of led me down the path of internal audit. It took a couple of years after that, though, because I didn't know how to get into it. My first five years of my career was in tax, actually, and I'm terrible at it. Then a friend of mine had gotten an interview with this investment and loan company that was looking for an internal auditor, and he turned it down and told me to apply for it, even though I had just nine months of experience. I went in and met with the VP of Internal Audit, and after an hour of us just talking, he said I wasn't right for the role because it was a senior position, but he liked me and my personality, so he created a role for me. That's how I became an internal auditor. It was really just more about relationship building. My main areas of expertise are internal controls and risk management. One of the big things I've been very involved with throughout my career is inclusion and diversity. I was the leader of our business resource group, our Asian business resource group, for a few years before finally handing off leadership to another group. Building that team in Southern California and launching the consulting Form W for our group has been a big deal, just solidifying all the inclusion and diversity initiatives that are out there and becoming a mentor to women as they move up in public accounting, because it's extremely difficult. That's been one of the areas I've been most proud of, just being that mentor.

Her Interview

Ten minutes with Joan

01What do you attribute your success to?

I attribute my success to my perseverance. I can very easily just get caught up in my head, you know, and you just need to keep going. But I also have to say it's that support - you have to have the proper support in order to move up. You can't do it alone.

02What’s the best career advice you’ve ever received?

One of our leaders in our firm has said that if you do the right thing, then everything will work out the way it should. It sounds a little bit naive, but as long as you're doing the right thing for you, your team, your client, it should all work out the way it should.

03What advice would you give to young women entering your industry?

Just make sure you're doing the right thing with the people that are around you. Be kind, and make the right decisions that's best for you, as long as you're not hurting anyone. All the platitudes apply here, right? Be true to yourself, stand your ground when you need to, but make sure you're doing the right thing by everyone that's around you.

04What are the biggest challenges or opportunities in your field right now?

If we're thinking about technical challenges, AI is a big unknown, and it's something that I think we're all going to have to learn how to work with it and incorporate it rather than thinking it's going to take over the world. But there's also something to be said for inclusion and diversity. I've always been the person that says if you work hard, you're going to be rewarded for it, but as I'm moving up in my career, I'm realizing that women, and especially women of color, always feel like it's extra challenging for them to move up. I'm hoping to break that perception, or wanting to at least. But it is a challenge, because it is a mindset that women go into this career with that mindset already.

05What values are most important to you in your work and personal life?

Just doing the right thing. One of our leaders in our firm has said that if you do the right thing, then everything will work out the way it should. It sounds a little bit naive, but as long as you're doing the right thing for you, your team, your client, it should all work out the way it should.

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