Summit Peter Tax & Accounting firm

Results & Business Impact

  • 4 senior tax professionals onboarded in 45 days

  • 60% reduction in hiring costs compared to US local hires

  • Zero missed tax deadlines during peak tax season

  • Handled 500+ additional tax returns without internal burnout

  • Improved turnaround time by 50%

  • Enabled firm to scale without adding office space or full-time local overhead

Client Testimonial 

“We were shocked by how fast and seamless the hiring process was. Within 45 days, we had Tax Managers, CPAs, and EAs fully integrated into our workflow. This partnership saved our tax season.”
Anthony — Managing Partner

Client Overview

A fast-growing CPA firm in the United States was experiencing severe talent shortages during tax season. With increasing client demand and multiple senior staff resignations, the firm urgently needed qualified Tax Managers, CPAs, and Enrolled Agents (EAs) to meet deadlines and avoid losing clients.

Challenges Faced by the Client

  • Shortage of senior tax professionals

  • Long hiring cycles (3–6 months locally)

  • High salary expectations in the US market

  • Risk of missed tax deadlines and client churn

  • Limited HR and recruitment capacity in-house

Our Staffing & Recruitment Solution

We partnered with the CPA firm to build a dedicated offshore tax staffing model and executed a rapid hiring plan:

Roles We Hired Within 45 Days

  • 2 Tax Managers

  • 3 Certified Public Accountants (CPAs)

  • 2 Enrolled Agents (EAs)

  • 4 Tax Preparers & Bookkeepers

Our Hiring Process

  1. Requirement analysis with partners & HR

  2. Talent sourcing from global accounting talent pools

  3. Technical screening (tax law, US GAAP, QuickBooks, tax software)

  4. Live technical interviews & case assessments

  5. Background checks & reference verification

  6. Onboarding, SOP training & workflow integration