How We Work
Our model mirrors an executive search process, only accelerated for interim and project needs.
1. In-Depth Search Analysis
Before presenting candidates, we conduct a structured intake to clarify:
- Scope of work
- Required technical skills
- Leadership or soft-skill needs
- Weekly hours and visibility requirements
- On-site, hybrid, or remote expectations
This ensures fit on day one, not trial-and-error staffing.
2. Full-Market Sourcing
We do not rely on “bench” talent or whoever is available.
We run a true market search, tapping an ever-growing national network to find the best available consultant for your exact needs, including highly specialized areas of tax.
3. Shortlist Within Five Business Days
You receive a curated shortlist of fully vetted candidates with the skills, availability, and experience that match your requirements.
4. Client Interviews & Final Selection
You choose the consultant who best aligns with your team, project, and culture.
5. Seamless Onboarding & Ongoing Support
A dedicated account manager:
- Coordinates onboarding
- Sets expectations and hours
- Performs routine check-ins
- Ensures delivery, communication, and scope alignment
- Replaces or extends an engagement as needed
This lets your team focus on the work, not on managing the resource.
Who We Serve
Fortune 500 & large enterprise tax departments
needing interim staff across all levels and areas of tax.
Middle-market and private equity-backed companies
needing fractional leadership or specialized expertise.