Wealth Management Recruiting
HNW tax strategists design sophisticated tax minimization strategies for affluent families. We recruit strategists with deep technical knowledge in income, estate, gift, and business entity taxation.
CPA/JD
Tax Credentials
UHNW
Tax Planning Expertise
45 Days
To Qualified Shortlist
Every day a Tax Strategist – High Net Worth position stays open, your organization loses ground.
Tax alpha is the most tangible value-add wealth management firms can demonstrate
Strategists must navigate complex multi-entity structures, state tax optimization, and changing legislation
Finding tax professionals with UHNW planning depth and wealth management integration skills is extremely rare
We source HNW tax strategists with CPA/JD credentials, multi-state and multi-entity planning experience, and the advisory skills to deliver measurable tax savings.
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
