The Value Knowing A Tax Executive Search Expert

Kat Jennings, TaxConnections CEO

Over the years, I have called my biggest competitor in tax executive search on occasion. We are both well-known as two of the most experienced tax recruiters for multinational corporations, law firms and accounting firms (probably in the world). We recently discussed the years of experience we have in searching for tax executives for our multinational clients. Our competitiveness disappeared long ago into a mutual respect and admiration for each other with the challenges we faced working on tax executive searches that are some of the toughest encountered.

For the unknowing beginner, it takes years to build the skills required to represent multinational corporate clients. We understand search for tax executives involves a lot of very hard work. You do not just go into your files to find a candidate for a client. The work involves helping clients build a job description that attracts the right candidates, extensive research of tax candidates in the industry, thousands of emails, hundreds of phone, working nights and weekends; it is seven days a week. You need to know what you are talking about when you interview tax executives. They are highly educated and very strategic thinkers. The bottom line is it takes years to acquire the level of expertise a highly skilled tax executive search expert brings to company. It is truly the art of search for tax executives that you learn over many years to master.

Most people are unaware of the industry knowledge we have built into our executive search careers. People trust us because we have earned their trust. An expert recruiter masters protecting your privacy and information; we go out of our way to ensure you are safely and securely introduced to our clients; we never send out a resume or link to their online profile unless we have the candidate’s permission to do so in each and every instance. We are very protective of the candidates we work with on every project. I can tell you that I personally go as far as arranging for tax executive candidates to enter or exit through a back or side door of a client’s building if there is a chance they may run into a public accounting firm consultant who would know or recognize them. Experienced recruiters plan out every step of the way to guide the interview process appropriately. There are multiple steps in the process, more than most people could ever imagine. However, an expert recruiter will handle the process meticulously for the company and the tax executive candidates. An inexperienced recruiter will cost a company access to the very best candidates in the tax profession. Companies who hire inexperienced recruiters in tax executive search often lose out on the greatest talent pool. Tax executives are very selective about the recruiters they will even work with or return a phone call.

Recently, I had a conversation with a company executive who had five offers turned down on a management level search. I explained to the company executive that the screening process would have been handled very differently by me and what I would have done. They have had this tax position open for one year now. Given that the tax job has been listed online for over a year now, prospective tax candidates are reticent to come forward with interest. The majority of tax executive searches we are retained on… we do not even advertise. We look at every retained search for a tax executive as a unique introduction of company and tax executive candidate. As an experienced tax recruiter, you look at the company culture, the personality of the person the role reports to, compensation fit on what the tax executive will accept and what the company offers, personal background like kids in school or new parents, flexibility of the company, health matters in family, care of an aging parent, insurance issues around a pregnancy or an ill spouse, kids with special needs, etc. You cannot discover this information by looking at a resume submitted into a resume portal. This is the information that comes through a highly trained recruiter who spends the time to understand the needs of a tax executive and why they would even consider a move in the first place. Without a trusted source tax executive search expert, a lot of things will go wrong, and a lot of time is wasted in the search process.

There are so many moving parts involved in the executive search process that companies are best served having an expert tax recruiter partner with a company to drive the process. You will save a lot more time and money while ensuring you get access to the very best pool of tax executive candidates. We have in excess of a 1M tax professional database we reach out to on searches for clients nationally and internationally. Interestingly, many of the tax executives in our private database you will not find anywhere else online. They are hidden behind corporate walls, association walls or paywalls and you would not even be aware they exist or even available. These are the passive candidates that an expert tax recruiter knows; this is the pool of candidate you will want to access on a search.  The value of knowing a tax executive search expert who has access to a highly specialized field of tax experts is significant. The value of knowing and working with a tax executive search expert makes a significant difference.

If you have any questions regarding search for a tax executive, please email or call 858.999.0053. We are here to help you through this important process.

Click Here To View Our Tax Executive Search Client List


Kat Jennings, TaxConnections, CEO and Founder and Advisory Team provides three areas of services: 1) Internationally recognized, retained executive search services for multinational corporations, public accounting firms, and law firms; 2) Introductions of sellers to buyers of small and medium size accounting firms; and 3) Provide brand building and education services that support and prepare accounting firm owners to buy/sell an accounting practice. We focus on educating the journey to sell a practice and how to increase firm revenue prior to any sale. Our program ensures you start years prior to a sale by learning what is expected of you during the selling process, and introducing firm Partners to cross selling opportunities that are easy to implement and reduce your workload at the same time. We introduce you to value added connections to smartly grow revenue in your accounting practice.

Kat Jennings has been retained by organizations worldwide to locate tax professionals with highly specialized tax knowledge and expertise. She has a thorough understanding of the tax business community, with a proven record of stellar performances matching professionals with organizations. Bringing two parties together to work successfully is the art of understanding personalities, cultural fit, expectations by both parties, flexible or inflexible work environments, understanding what drives and motivates each party, and revolves around the personality and ethics of each executive team.

Kat is a widely recognized expert in high level, tax executive search, as well as connecting buyers and sellers of accounting firms. TaxConnections provides and educates small to medium size accounting firms owners and Partners how to prepare and sell their firms so they can build a succession plan for their retirement. With larger firms seeking to acquire smaller accounting practices, there is a real need to help firm owners prepare to be acquired. Most firm owners are unaware they are not ready to sell when they decide to retire. TaxConnections educates firm owners’ what they need to do years in advance of selling an accounting firm practice.
Senior tax executives expect the utmost privacy when being introduced to multinational organizations about a new tax opportunity under consideration. Having said that, companies searching for a new head of tax expecting tax executive candidates to submit their resume through a resume portal, will never see a full slate of outstanding tax executives available due to a candidates’ desire for greater privacy. This is why privacy focused Uber Tax Recruiters consistently outperform in-house recruiters on tax executive searches.

We offer our clients a Performance Retainer Agreement arrangement so their HR department can still recruit and compete with the tax candidates we present on Head of Tax searches. The client pays us a partial fee upfront, and if they find a candidate they deem better than we introduce to them, we forfeit the final fee. Most of the time, they love and prefer our private introductions to tax executive candidates better than what they source through their own resume portals.

When we represent selling/buying small to medium-sized firms, firm owners/partners also demand greater privacy when considering the sale of their practice. TaxConnections provides a safe place to discuss their business needs, elevate their practices’ online reputation, and increase revenue through new streams of business development by outsourcing work and partnering with other firms. Over three decades, we have worked tirelessly to build relationships between firm owners most organizations rarely have access to in the world of tax. There are numerous possibilities you may never have considered previously to bolster the value of your practice and service offerings.

As a globally recognized consultant to multinational organizations, accounting firms, and law firms searching for tax expertise, Kat has been retained by public accounting firms, law firms, and corporations worldwide including Apple Computer, AC Neilson, Accenture, Agilent Technologies, Allergan, Alza, American Express, American Media, Aon, Baker & McKenzie, Barclays Bank, Bechtel, Cargill, Carl Zieuss Vision, Century Aluminum, Chevron, Clorox, Citigroup, Commercials Metals, Constellation Energy, Countrywide, Del Monte, Deloitte Touche, DFS, DLA Piper, E&J Gallo Winery, Electronic Arts, Ernst &Young, Fox Entertainment, Fremont Investments, General Electric,General Motors, Herbalife, Hewlett Packard, Hyatt, Intel, Jones Lang LaSalle, Kimco Realty, KLA Tencor, Koch Industries, KPMG, Levi Strauss, Liberty Mutual, LKQ, Loews, Logitech, Lucas Film, Maersk, McKesson, Nalco, Newell Rubbermaid, Nissan, Oracle, Orbitax, Pacific Gas & Electric, PwC, QAD, SAIC, SanDisk, Sanmina, Sempra Energy, SONY, Synopsys, Ticketmaster, Trimble Navigation, Toyota, Univar, Wal-Mart, Wells Fargo, Vertex, Yahoo, Xilinx, and many more not listed here.
Contact Kat at 858,999.0053 Office/858.232.4415 Cell or to request a private consultation regarding the sale of your practice, adding top talent to your organization, or merging your practice with another firm owner with a book of business. The possibilities are endless; if you have a dream of a new vision for your professional life; we will scout opportunities throughout the market to make it happen.

Facebook Twitter LinkedIn Google+ Flickr YouTube Vimeo    

Subscribe to TaxConnections Blog

Enter your email address to subscribe to this blog and receive notifications of new posts by email.