Role family
Tax Preparation and Audit Staff Recruiters
No postings. No stacks of resumes. No chasing. You interview a short list.
Financial Headhunters: Hire tax and audit staff who already perform your specific software tasks and return preparation.
This is what we do all day: recruit accounting, finance, banking and insurance professionals.
No upfront fee. You pay only if you hire.
Need someone now? Call 305-306-4829.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
- Controller
- CFO
- VP Finance
- FP&A Director
- Accounting Manager
- Director of Accounting
- Assistant Controller
- Tax Director
- Treasury Manager
- Internal Audit Director
- Senior Accountant
- Financial Analyst
- Head of Financial Reporting
- Commercial Lender
- Chief Credit Officer
- Business Systems Finance Lead
- No upfront fee
- Pay only if you hire
- Accounting, finance, banking and insurance
- We reach people who aren’t on job boards
- Replacement terms on standard searches
How long did your last search take?
How much did the empty seat cost while you waited?
Every week a finance seat stays empty costs you in overtime, late closes and work that waits. We go straight to people already doing the job.
Every title in this family
Tax Preparer (seasonal and year-round)
Enrolled Agent
Tax Associate (staff level, including busy season)
Sales and Use Tax Specialist
Audit Associate (staff level, including busy season)
Employee Benefit Plan (EBP) Audit Associate
Client Accounting Services (CAS) Staff Accountant
Seasonal Tax Preparer
Remote Tax Preparer
Seasonal Tax Associate
Seasonal Audit Associate
Senior Tax Preparer
01
What does this hire really come down to?
A hire is effective if they finish your firm's returns or audit workpapers without requiring instructions on system menus. We prioritize people who hold active PTIN status or EA credentials and work daily in platforms like CCH Axcess, UltraTax, or CaseWare. We do not look for general accounting experience. We look for the ability to produce accurate results using your specific firm workflows.
You need a person who knows which tax data fields trigger adjustments and how to document audit findings for clients. An inexperienced hire stops to ask how to format documents or use software. A productive hire executes these steps immediately. We identify professionals who spent years in firms that demand high accuracy under strict filing deadlines.
Good accountants change jobs to perform more complex work. A preparer may leave to handle 1065 or 1120S filings instead of basic individual returns. An auditor may move to find exposure to EBP or construction niche audits. We find people whose current duties match the technical requirements of your open role.
02
Where do we find them?
We reach out to accountants at regional CPA firms and boutique practices who are managing client workloads now. These professionals do not search job boards while working during busy seasons. We contact high-output staff who currently use the tools and follow the audit procedures your firm uses every day.
We source from pools of accountants working in specific audit niches or tax resolution departments. These individuals seek new roles when they stop learning complex tax forms or encounter a promotion barrier. We discuss your technical tasks to see if the work aligns with their career goals.
To find these accountants, we concentrate our efforts on firms with similar filing volumes and identical software environments as identified in our software mapping process. We target staff at firms where current work requires specific document flow setups or particular audit procedures, looking for those whose day to day activities mirror your internal requirements. When we speak with these prospects, we ask them to list the specific screens they open first when beginning an engagement or the sequence they follow for common audit adjustments. If an accountant describes a process that matches your workflow exactly, it indicates they will produce work immediately upon joining your firm. If they struggle to identify the specific menus or forms that your team relies on, they do not possess the immediate readiness needed to handle your current workload.
Many accountants consider changing jobs when they reach a plateau regarding the types of returns they handle or when their current firm limits their exposure to specialized audits. To determine if your firm offers the specific shift they seek, we ask candidates which tax forms they prepare most often and which forms they want to add to their list. We then ask you if the current volume of those complex filings justifies adding a person who expects that transition in responsibility. We also ask candidates if they prefer the rigid structure of a specific audit methodology or if they seek a role with more autonomy in their daily research and documentation. When their answer aligns with how your team manages audit projects, we present them as a candidate. This inquiry checks the move provides the professional growth they want while you gain a contributor who already uses your tools and follows your standards.
- 01Assuming experience in one software package means a person can work in another without a productivity dip.
- 02Giving more weight to a brand-name employer than the actual technical tasks a person performed in that role.
- 03Overlooking niche filing experience which causes delays when you are under a filing deadline.
03
The search in three steps
We map your software stack and the tax or audit volume to build a precise technical profile for the role.
We call accountants currently doing this work to confirm their system experience matches your daily requirements.
We introduce candidates who demonstrate the technical ability to complete your work accurately without supervision.
How your search runs
How does The Six-Step Search work?
One sequence, from a well-defined seat to a shortlist you can judge.
Search Calibration
We start with a call about the seat, the books, the owners and the people the hire will work with. We learn what the role must fix in the first year and what would make a candidate wrong even if the resume looks right.
You get: A written search brief: scope, must-haves, deal-breakers and the pay range, agreed with you.
Market Mapping
We map the companies and institutions where the right people already work: similar size, similar ownership, similar complexity, in your market and in others.
You get: The target list of companies and institutions we will search, reviewed with you before outreach.
Professional Contact Intelligence
We find direct ways to reach the people on the map. Most are employed and not reading job boards, so reaching them takes real research.
You get: Direct routes to people who are not on job boards, researched for your search.
Persistent Personalized Outreach
We call and write to people individually and follow up. Interest varies, so we discuss the actual opportunity rather than promising a particular response.
You get: One-to-one conversations about your actual role, followed up, never a mass email blast.
Live Candidate Qualification
We speak with every candidate before you do. We check scope, systems, reporting lines, compensation expectations, location and why they would move.
You get: Only candidates we have spoken with, checked on scope, systems, pay, location and motive.
Candidate Intelligence and Process Support
You receive a short written brief on each finalist covering what they have done, where they are thin and what they want. Then we help with interviews, references and the offer.
You get: A short written brief on each finalist, plus help with interviews, references, counteroffer risk and the offer.
Questions people ask
How soon will I receive an initial assessment of the market and candidates?
We start outreach once we confirm the technical requirements and scope of your role. We will provide a market assessment as we qualify each candidate.
How do you confirm a candidate has hands-on experience with the specific forms and audit procedures we use daily?
We ask them to explain how they prepare specific tax forms or audit sections. This tells us if their daily process matches the work your team performs.
Can you help us source talent specifically to handle our upcoming busy season workload?
Yes, we handle these requests based on your volume and timeline. We confirm the candidate can start immediately before we present them.
How do you keep our firm identity anonymous during your outreach? We contact prospects using only the role details to protect your privacy throughout the search.
We ask for your permission before we disclose your identity to any prospect. We keep your firm private until the right point in the conversation.
How is the fee percentage determined and when is it due?
We include the specific fee percentage in our signed agreement. The fee is due only after you select a candidate from our slate.
What about counteroffers on a finance hire?
We ask every finance candidate early why they would move and what their employer might do to keep them. Counteroffer risk goes in the written brief before you make an offer.
What is your guarantee?
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
What don't you do?
We do not post your finance job and forward whoever applies. We do not send stacks of unscreened resumes, and we do not recruit outside accounting, finance, banking and insurance.
Start a search
Tell us about the seat.
No upfront fee. You pay only if you hire.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.