The Challenge
An ultra-high-net-worth family office needed an exceptional Tax Manager with a CPA to support the growing organization. The large national firm that the family office had initially asked to lead the search was unable to source candidates who met the key job requirements.
Because many top candidates are not knowledgeable about family office roles, it takes a well-developed network and substantial expertise in the family office industry to identify, educate, and influence a candidate of the caliber required for this position.
The firm did not have a broad enough reach or a deep enough network to source and entice the type of candidates the family office needed. As the need became urgent, the Head of the Family Office reached out to Alliance for help.
The Solution
Given the urgency, Alliance’s family office division leads worked together to expedite the search.
The client wanted a current Tax Manager/CPA in public accounting with partnership taxation expertise and the desire to move to private industry or a family office. Normally, this type of candidate is difficult to recruit, but due to its extensive network, Alliance had a relationship with someone who matched the profile precisely.
The recruiters, both CPAs with prior public accounting experience, quickly engaged the candidate’s interest by diving into the intricacies of the role, how the family office functioned, and the incredible opportunity presented.
The Outcome
Their approach was successful. The candidate expressed strong interest in the role and began interviewing with the client, who praised both their technical expertise and friendly, outgoing demeanor. Just a week after the first interview, the client made an offer, which the candidate enthusiastically accepted.
The Head of the Family Office commended Alliance’s ability to quickly engage a candidate who precisely matched their requirements. Alliance’s strong network and efficient search process led to a perfect match.