What does a successful search look like? Everything from submitting your resume to a signed offer


What is it like to work with a search firm? What are the benefits of such a relationship, and how can it benefit your search for a new career? For those new to working with recruiters and other search professionals, you might be wondering just what the process entails. Here’s a step-by-step look at how a search firm or recruiter works with a candidate from discovering potential employers to receiving an employment offer.

Getting started

It should first be said that every search firm will operate differently depending on the industry it recruits in, how many candidates it serves, and how many recruiters operate out of the firm. For a boutique firm such as the Tax Recruiting Specialists, the process begins with matching a potential candidate with a potential employer. A search firm meets with the candidate to understand their current employment expectations, as well as to ask preliminary questions about their interests, travel preferences, and other information necessary to prepare their profile.

Next, the search firm reaches out to potential employers that match the candidate’s expectations or already has a list of current potential openings. This matching process alone is a huge advantage compared to searching alone for career opportunities. It ensures a much more fruitful relationship with employers than simply submitting a resume and cover letter independently. Recruiters and search firms seek success, and present candidates who fit employer expectations, while ensuring that employers match a candidate’s own expectations. Some recruiters may even have long-standing relationship with firms and businesses and can present candidates even if there isn’t a specific opening, which can lead to a potential hire. At a boutique firm this is all a very personal process, and recruiters may spend hours on the phone working with a candidate to identify potential employers for a best possible fit.

Next, a recruiter will send a candidate’s resume and relevant information to the employer. Another advantage here is that a recruiter will follow up with the employer and try to ensure the hiring manager gets the chance to see your resume so that it isn’t held back by someone other than the hiring team. This can be especially helpful at large businesses or firms with extensive HR teams who may otherwise hinder your chances of receiving an interview.

Preparing for your first interview

If you’re fortunate enough to be offered an interview, the search firm or recruiter you work with will then help you prepare for a series of interviews you’ll have with the hiring manager and their team. Often interviews are there to not only prove your knowledge and expertise to the employer, but also to give your future coworkers a chance to understand your personality, determine whether you’re a good fit, and apply other factors into the consideration process.

Normally, you’d go through this process alone. But a search firm can give candidates access to a number of tools and resources for a greater chance at success in the interview process. For some, this may be nothing more than a few tips or information about the employer. For others who need more help, a search firm can help by referring candidates to coaches and other professionals who can help candidates find confidence when interviewing with employers. Every little bit of advice can help a candidate, and a search firm helps by identifying the specific help a candidate needs to improve their interviewing skills.

Due to the number of interviews, a good search firm will also regularly keep in touch with a candidate, ask how they’re doing, and just be a source of support during the process. This call also should involve a debrief where the recruiter learns what a candidate did or didn’t like about the firm or business as feedback in the process. After all, they’re there to be an advocate for a candidate’s success more than anything else, and need this information when they go back to speak with the firm or business about your interview and how things are progressing.

Wrapping up and giving thanks

As you go through the interview process, the search firm is there along the way to keep you focused on success. Did you send a follow-up email and a thank-you message? Did you write down what you learned and how you’re going to use it to your advantage at the next interview? The search firm isn’t just cheerleading from the sidelines, but thinking of ways to help you wrap up and improve your chances at receiving an offer. No matter what, a recruiter or search firm should be in the loop with you, even if there’s nothing new to share. If you haven’t heard from anyone in a few days, get in touch with your recruiter to ask about what’s new and remind them of your ongoing interest.

Speaking of offers, you also might be wondering: What happens if you get an offer? What does a recruiter or search firm do then?

Even during the final step, the offer process, a good recruiter or search firm is there to help candidates strategize for success, providing critical advice to the candidate to help them through this last mile in the career search process. In the end, a recruiter is only happy if their candidate has found satisfaction in the search process and ultimately takes an offer.

This is just a short look at how in-depth a process it is to successfully search for a career, not to mention the help a search firm or recruiter can offer as a core partner in a candidate’s success. If you’re a tax professional wondering about a firm that can enable such step-by-step help toward success, then consider the expertise of the Tax Recruiting Specialists (TRS) at the Jay Heino Company, LLC can help you discover new opportunities. Call us today at (516) 791-1958 or email us at info@taxrecruitingspecialists.com to get started, or read our testimonials to learn about the success of our recent clients and candidates.