A good placement is not luck — it is a process. Here is exactly how India-based tax professionals are placed into US accounting firms so the fit holds up through busy season and beyond.
Step 1: Understand Your Firm
It starts with your practice, not a résumé pile. What forms do you handle? What software do you run? What volume, what review standards, what hours of overlap do you need? The match is only as good as this understanding.
Step 2: Source From a Deep Pool
Candidates are drawn from a large pool of US-tax-trained India professionals — including chartered accountants and US Enrolled Agents — rather than whoever happens to be available.
Step 3: Vet and Verify
Every candidate is assessment-tested in the specific forms you need, checked for software fluency, and screened for US tax knowledge and communication. Only verified professionals move forward.
Step 4: Match to Your Needs
You receive candidates selected to fit your exact profile — the right forms, the right software, the right experience level — not a generic shortlist.
Step 5: You Interview and Decide
You meet the actual professional, review their verified scores, and can grade a sample return. The decision is yours, made on concrete evidence.
Step 6: Onboard Into Your Workflow
Your chosen professional is integrated into your software, your task system, and your review process, with your checklists and standards. Because the fundamentals are already trained, this is quick.
Step 7: Support the Relationship
Placement is the start, not the end. Ongoing support keeps the engagement healthy — overlapping hours, regular check-ins, and continuous feedback so the professional gets better every season.
Why the Process Matters
Skipping steps is how firms end up disappointed by offshore staffing. A disciplined process — understand, source, verify, match, decide, onboard, support — is what turns a hire into a dependable, long-term member of your team.
See the full process and how it would work for your firm.