Executive Search & Leadership Recruiting3 min readUpdated September 2026

Questions to Ask Before Hiring a Tax Practice Leader

A tax advisory firm's calendar is unforgiving in a specific way: filing deadlines don't move, and a leadership vacancy that lands in the wrong month puts real strain on staff who are already stretched thin and covering more than their own workload. Here are the questions that come up most when a firm is deciding between Hunt Club and Bolster for its next leadership hire.

Vendors Covered in this Article

Disclosure: We may earn a commission if you buy through some links on this page. It doesn't change what we recommend.

Do We Need Someone Managing Multi-State Complexity Specifically?

If your practice handles multi-state or multi-entity tax work, that's a narrower specialty than general tax preparation leadership, and it's worth screening for explicitly on either platform rather than assuming general tax experience transfers cleanly. A leader who's only worked single-state, single-entity returns may underestimate how much coordination multi-jurisdiction work actually requires.

Hunt Club's referral network can be useful here since a peer introduction carries real signal about whether a candidate has handled genuinely complex multi-state work, not just claimed familiarity with it on a resume.

Should This Search Happen Now, or Wait Until After Filing Season?

Running a full search process during your busiest weeks pulls attention away from client deadlines and often produces a worse hiring decision. If a leadership gap is urgent but the calendar is unforgiving, a fractional or interim leader sourced through Bolster can stabilize the practice while a more deliberate Hunt Club search runs on a realistic timeline after the deadline crunch eases.

What Should We Budget for This Hire?

SHRM's 2025 benchmarking data shows a wide gap by seniority: $5,475 on average for a nonexecutive hire, versus $35,879 for an executive one once agency fees, postings, and internal recruiting hours are all folded in1. A retained Hunt Club search for a permanent practice leader tracks toward that higher number; a fractional engagement through Bolster runs as a smaller ongoing rate instead.

For the underlying compensation, BLS's May 2025 data put the median wage for accountants and auditors at $83,680 nationally, with the top quartile reaching $109,8102. A tax practice leader managing multi-state complexity typically commands well above that median.

How Long Will the Process Realistically Take?

Median time-to-fill for a nonexecutive role sits at 44 days from requisition to offer accepted per SHRM's 2025 numbers, and executive searches typically take longer still3. Count backward from your next filing deadline to see whether a Hunt Club search even fits the calendar, or whether a faster Bolster engagement is the more realistic near-term option.

What Should the Interview Actually Test?

Ask candidates to walk through a real multi-state filing scenario they've managed, including how they coordinated across jurisdictions with different deadlines and requirements. A candidate who can only describe process in the abstract, without a concrete example, hasn't actually done the work at the level your practice needs, whichever platform originally surfaced them.

How Do We Protect Client Relationships During the Transition?

Clients with complex, ongoing tax needs often have a direct relationship with whoever currently leads their engagement, and a leadership change is riskier than it looks on paper. Plan a structured introduction between the outgoing leader, if there is one, and your largest clients, rather than letting the transition happen silently and hoping clients don't notice or worry.

How Should We Weigh Software Fluency Against Technical Tax Judgment?

Modern tax practices run on specific software stacks for multi-state apportionment and filing, and a candidate's fluency with your particular tools matters, but it shouldn't outweigh technical judgment on genuinely ambiguous filing positions. Software skill can be taught faster than judgment can be developed, so weight the interview accordingly on either platform.

Ask candidates to walk through a real ambiguous filing position they've navigated, including how they researched it and who they consulted, rather than only testing their comfort with a specific software interface. A candidate who can describe that research process clearly is showing you exactly the judgment your practice will lean on the next time an unusual situation comes up.

What Happens if the Search Runs Long?

Have a contingency plan ready before the search even starts: who covers escalations if a permanent hire isn't in place by a key deadline, and at what point you'd pivot from a Hunt Club search to a faster Bolster engagement instead. Firms that wait until a search stalls to consider that pivot usually make the decision under worse pressure than they need to.

Set that pivot point as a specific date on the calendar, not a vague feeling of things going too slowly, so the decision gets made deliberately rather than in a moment of last-minute panic two weeks before a filing deadline hits.

Use these checks to protect the calendar:

  • Screen explicitly for multi-state and multi-entity experience rather than assuming general tax experience transfers cleanly.
  • Start the search outside filing season, or bridge an urgent gap with a fractional or interim leader sourced through Bolster.
  • Count backward from your next filing deadline to see whether a Hunt Club search fits the calendar at all.
  • Ask candidates to walk through a real multi-state filing scenario, including how they coordinated across jurisdictions with different deadlines.
  • Name who covers escalations if no permanent hire is in place by a key deadline, and when you would pivot to a faster engagement.
Executive Capability Standard

What Good Looks Like

A tax advisory firm can name the specific weeks its leadership search must avoid disrupting, has verified multi-state expertise through concrete examples rather than resume claims, and has a documented client transition plan before a new leader starts.

Building The Capability (5-Stage Skill Ladder)

1. Learn:Map your firm's actual filing deadlines against the calendar before opening a search on either platform.
2. Do Manually:Write interview questions that test for real multi-state coordination experience, not general tax knowledge.
3. Delegate:Have a senior practitioner not involved in day-to-day client work run reference checks for objectivity.
4. Automate:Use the platform's tracking tools to keep the search organized during your own busiest weeks.
5. Buy:Bring in a fractional practice leader to bridge an urgent gap while a permanent search runs on a realistic timeline.

How to Get Started

Disclosure: We may earn a commission if you buy through some links on this page. It doesn't change what we recommend.

Frequently Asked Questions

Is it risky to hire a permanent practice leader right before a major filing deadline?

Generally yes, since a new leader needs ramp time to learn your systems and clients before being tested under real pressure. If timing is tight, fractional coverage to bridge the gap is usually the safer choice.

How do we verify multi-state tax experience isn't just resume language?

Ask for a specific, named example of a multi-jurisdiction engagement the candidate led, and press on the coordination challenges they actually faced. Vague answers are a real warning sign for this kind of specialized work.

Can a fractional practice leader realistically handle client-facing responsibilities?

For a defined period or a specific client segment, yes, but ongoing daily client relationships across a full book usually need a permanent, dedicated owner given how personal tax relationships tend to be.

Sources

Where we quote a benchmark, we show its source. Other figures in this guide are estimates or general guidance, so check them against your own numbers.

  1. Average cost-per-hire (SHRM 2025 Benchmarking). SHRM 2025 Benchmarking Reports press release, 2025.
  2. Annual wage, Accountants and Auditors (SOC 13-2011), US all industries. BLS OEWS May 2025, 2025.
  3. Median time-to-fill, requisition open to offer accepted (SHRM 2025). SHRM 2025 Recruiting Executives Benchmarking data brief (PDF), 2025.

Related Guides