Case Study: Strengthening Tax Capabilities

The Situation: Increasing Tax Complexity in a Growing Hedge Fund

A mid-scale hedge fund manager had expanded into illiquid, long-term, and majority-control positions, introducing significant tax structuring complexities. Their existing finance team did not have the necessary expertise to manage the growing compliance and structuring demands.

The Challenge: Finding a Specialist with Niche Fund Tax Expertise

• The role required a tax specialist who could support both front-office structuring and back-office compliance.
• The firm needed to ensure alignment between tax planning, regulatory reporting, and investor expectations.
• Previous searches had failed due to a mismatch between candidate expertise and role expectations.

Our Approach: A Fresh, Targeted Search

• Refining the Job Description: We rewrote the role profile to clarify key responsibilities and ensure alignment with market expectations.
• Refreshing the Search: We used our unique network to identify a new pool of candidates who had not been approached previously.
• Re-engaging Strong Candidates: We re-engaged professionals who had initially declined the role, explaining the opportunity with clarity and authority.

The Outcome: A Strategic Tax Hire That Strengthened the Firm’s Structuring & Compliance

The firm successfully hired a tax expert with experience in both structuring and compliance. This appointment allowed the firm to enhance tax risk management, streamline compliance processes, and improve tax structuring support for traders.