The Integrated Model

A Clear Way to Navigate Tax Talent Challenges

Our integrated model provides a coordinated approach to tax leadership, staffing, and succession — designed for speed and informed decision-making.

Most organizations address tax talent issues one at a time.

  • A search when a leader resigns.
  • Interim support when workload spikes.
  • Planning only after retention becomes a concern.

In reality, these issues are closely connected. Decisions made quickly in one area often shape cost, risk, and performance in the others.

For more than 40 years, we have worked exclusively with corporate tax departments, building our model around a reality we see every day: Staffing, retention, leadership development, and succession planning are deeply interconnected within modern tax organizations. 

Today, three specialized businesses operate as one coordinated system designed to help organizations respond quickly while making informed, strategic talent decisions. Each capability stands on its own. Together, they allow organizations to move quickly without sacrificing clarity. 

Taxsearch, Inc. Succession Planning

Who This Is Built For

This model is designed for three groups navigating different aspects of the same challenge:

Each sees part of the picture. This model connects them. 


Three Core Capabilities

Executive Search for Critical Tax Roles
TaxSearch

Discreet, retained search for senior and succession-critical tax leadership positions where judgment, credibility, and long-term fit matter.

 

Flexible Tax Consulting & Capacity Support
TaxForce

Interim, fractional, and project-based tax expertise that allows organizations to scale support quickly without adding permanent headcount or over-relying on traditional consulting structures

 

Tax Talent Intelligence and Leadership Perspective
TaxTalent

Proprietary research, market intelligence, and leadership insight focused on corporate tax functions — helping organizations anticipate workforce pressures, plan succession, and make informed hiring and staffing decisions. 

 

 

Each addresses a distinct need. Together, they provide a complete view of tax talent strategy, from immediate capacity to long-term leadership.


Common Starting Points

  • A leadership gap or critical hire
  • A capacity constraint or hiring freeze
  • A planning, retention, or succession question 

 

Some engage a single capability, while others use multiple services over time as needs evolve.

Because all three operate within one coordinated model, organizations can address immediate pressures while keeping long-term structure, cost, and risk in view.

How This Supports Better Decisions

Clear options, quickly understood

Real-time visibility into hiring markets, interim capacity, and compensation provides immediate context for action.


Speed without unnecessary cost

Organizations can stabilize teams or fill gaps without defaulting to expensive consulting structures or rushed permanent hires.


A complete view of tax talent risk

Leadership transitions, workload pressures, and succession planning are evaluated together rather than in isolation.


Flexibility as needs evolve

Interim support can provide immediate stability.

Search can follow once long-term structure is clear.

Planning can begin before disruption occurs.

 

Who We Work With

  • CFOs seeking speed, cost control, and informed decision-making around tax staffing and leadership
  • Tax leaders managing workload, succession, and evolving functional demands
  • HR leaders supporting highly specialized tax hiring and retention challenges

Each sees a different part of the challenge.

Our role is to align the full picture and help determine the most practical next step.

Begin with a Brief Conversation

If you are evaluating a leadership hire, interim support, or the structure of your tax function, a brief conversation can help clarify next steps.

Request a 15-Minute Executive Snapshot

A focused discussion covering:

  • How peer organizations are addressing current tax talent pressures
  • Options for leadership search, interim support, or structural planning
  • Immediate priorities and potential next moves