RETAIL13 August 2025
Scaling Tax Analyst Hiring for a Global Financial Services Firm
At A Glance
A global financial services firm needed to quickly scale its workforce just in time for peak tax season. With over 250+ tax analysts required in a short timeframe, the pressure was on to meet corporate tax filing demands and maintain regulatory compliance. The challenge was to fill roles quickly while also finding niche tax experts who had the experience and the confidence to get things done right. The client also needed to correctly manage a temporary workforce and mitigate any compliance risks throughout the process.
Impact
By building a flexible staffing model and customizing the recruitment process to the client’s specific needs, Sumeru enabled the firm to meet its seasonal hiring surge with confidence.
- 250+ tax analysts recruited on time
- Faster onboarding and 100% compliance with regulatory standards
- Scalable staffing model optimized for seasonal demand
- Enabled the client to meet all tax season deadlines without operational disruptions
Industry
Financial Services
Key Services
High-Volume Recruitment
Compliance-Ready Screening
Flexible Workforce Management
Seasonal Staffing Solutions- Compliance-Ready Screening
Why Finding the Right Analysts Wasn’t Easy
The stakes were high: peak tax season was approaching, but the client faced multiple hurdles. They needed to hire over 250 analysts in a matter of weeks, all of whom had to bring niche expertise in tax regulations and corporate filings. The roles were temporary which meant that onboarding and offboarding had to be efficient, and every hire had to pass rigorous compliance checks. Without a streamlined process, the firm risked falling behind during one of its most important periods.
How We Built a High-Volume Hiring Machine
We began with setting up a series of customer data strategy workshops. We worked side-by-side with Orange Depot’s marketing and technology teams to better define a long-term vision for connecting their AdTech and MarTech ecosystems.
From there, we:
We rolled out Adobe Audience Manager to help Orange Depot build accurate audience segments and reach high-value customer groups across every channel that they use.
Brought in Adobe Marketing Cloud Intelligence to pull all their reporting into one place so teams could easily see how campaigns were performing across digital and in-store channels.
Introduced advanced segmentation and attribution models that made it possible for them to retarget more precisely and clearly see how each channel (whether it was owned or paid) was contributing to both online and offline sales.
From Talent Gaps to a Fully Staffed Workforce
The payoff was undeniable. In just weeks, the firm had:
Successfully hired 250+ tax analysts ahead of peak season
Reduced time-to-hire while ensuring 100% compliance with regulatory standards
Delivered a cost-efficient staffing model that was built for flexibility so that the firm could scale resources up or down to balance seasonal demand
Enabled the client to meet all tax season deadlines without operational disruptions
What began as a stressful hiring crunch turned into a model of efficiency for them. The firm set a new standard for how to handle tax season without all of the stress normally associated with it.
A Blueprint for Tax Season Success
This engagement with our team gave our client a proven model for managing those seasonal workforce surges. With a tailored recruitment process and a scalable staffing framework now in place, the firm is better equipped to handle future tax seasons and other peak demand periods with a lot more ease.
