PwC Case Study

THE CLIENT

PwC is a multinational professional services network headquartered in London, United Kingdom. It is the second largest professional services firm in the world, and is one of the Big 4 auditors, along with Deloitte, EY and KPMG.

THE CHALLENGE

Due to growth within the private client team, the private client tax partner, Dipan Shah, required a Senior Manager to provide tax advice to private clients, owners and management of businesses, families and private equity backed businesses. In addition, the clients include a mix of UK and International based clients, therefore, professionals with previous advisory experience working with similar clients was required. Furthermore, the need was to find a candidate who had experience working within the above areas and a focus on the wider private client business development area.

OUR SOLUTION

After meeting with the Private Client Tax Partner in November 2016, we decided to reach out to our network of tax professionals, advertise the opportunity and head-hunt accordingly. Throughout this sourcing process we wanted to ensure we were working as an extension of PwC and presented the opportunity appropriately to attract quality candidates in the market.

THE RESULT

Due to current competition in the market from other Big 4 and Mid Tier firms, in addition to working in a candidate short market for this particular level, we had to ensure we worked swiftly to find quality talent for this opportunity that was available on the market. As a result, one of the best candidates was established for the role, working in a Mid-Tier Firm and looking for their next step up to Senior Manager whilst working in a Big 4 environment. Furthermore, we managed the interview process with multiple PwC partners which benefited the candidate’s experience within the process, whilst having exposure to the wider team. This included not only arranging diaries for both parties but also preparing both the candidate and PwC before each stage of the interview process to guarantee that it was an efficient process and that any questions were answered throughout.

Once the preferred candidate was identified, we understood the candidate and client’s expectations and managed the offer process accordingly, bearing in mind that this candidate also had two additional offers from other Big 4 firms to consider. We ensured that the candidate had all the information they needed before they made a final decision. As a result, the candidate decided to accept PwC’s offer in January 2017 and has started their new role in June 2017 and is enjoying the opportunity and being part of the PwC team. Finally, we continue to support both PwC and the candidate by providing aftercare as part of our service, to ensure that both parties are satisfied and that their needs have been met.

“Pro-Tax are efficient, attentive and forward thinking. Always kept me informed and they worked around my schedule and needs. I felt they worked hard to get the best for the candidate and the firm” Dipan Shah, PwC Partner, Private Clients and Businesses, UK and International.

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