Great teams don't happen by accident.

A financial services firm was rapidly expanding into new states and internationally. Their internal tax team was overloaded and lacked experience with nexus studies, treaty application, international withholding compliance, and state audit defense. This resulted in late filings, penalties, and executive frustration.

We identified and placed a Senior Tax Manager with deep experience in multi-state tax planning, nexus analysis, and international tax treaties. The hire had prior Big 4 experience and a track record of leading complex audits and voluntary disclosures. They also revamped the quarterly provision process and built a repeatable workflow for future compliance.

The hire successfully led voluntary disclosures that eliminated significant penalty exposure, standardized nexus analysis across lines of business, and eliminated recurring penalties tied to international withholding. Executive leadership now relies on the tax manager as a strategic advisor and planning partner.