Expanding Horizons: Building a Tax Vertical with Remote Expertise

A $2 billion RIA based in California wanted to build a tax vertical from the ground up.

That meant finding someone who could not only do the work, but also lead the function, build a team, and serve as the face of a new department for ultra-high-net-worth clients.

Bryce Hollingsworth started the search locally—but the local pool wasn’t enough.

So the search expanded.

The result: a tax director with 15 years of experience, strong technical expertise, and the client relationship skills to match. Based on the East Coast—now leading the department just three months in.

That kind of placement doesn’t happen with a local-only search. It happens when you stop letting geography make the decision for you.

If your firm is building a new function and needs the right person to lead it, let’s talk.
🔗 Link in bio.

#RIA #RemoteHiring #CPATalent #WhiteTigerConnections #AccountingRecruiting