Financial Services Recruiting
Tax managers in financial services navigate complex entity structures, investment income taxation, and regulatory requirements. We recruit tax professionals with deep industry specialization.
CPA/JD
Tax Credentials
Fund/Entity
Tax Specialization
30 Days
To Qualified Shortlist
Every day a Tax Manager position stays open, your organization loses ground.
Financial services tax is exceptionally complex — entity structures, fund taxation, and cross-border issues
Tax managers must comply with evolving IRS regulations specific to financial institutions
Finding tax professionals with both CPA credentials and financial services specialization is rare
We recruit tax managers with financial services tax experience, partnership and fund taxation expertise, and the technical skills to optimize your tax position.
Our fees are significantly lower than traditional staffing firms, and our focus is immediate — no drawn-out timelines, no inflated markups, no revolving door of candidates. You get a dedicated recruiting partner laser-focused on filling your role with the right person, fast.
Every candidate undergoes credential verification, behavioral interviews, background checks, and reference validation before you see a single résumé.
One point of contact who learns your organization, culture, and requirements — no hand-offs, no wasted time.
Our process delivers a qualified shortlist fast — without sacrificing the due diligence that protects your hire.
A proven, four-step process designed for speed and precision.
We learn your organization, culture, and exactly what this hire needs to look like — technically and culturally.
Our recruiters activate confidential networks, referral channels, and specialty pipelines to build your candidate pool.
Candidates are screened through structured interviews, credential checks, and reference calls. Only the best reach your desk.
We support offer negotiations, start-date logistics, and onboarding coordination to ensure a smooth transition.
Request a complimentary search proposal. We'll outline our approach, timeline, and investment — no obligation.
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Founded by Sophia Pettey, JD, LL.M., MBA
