Mr Tom Moyane has ben appointed as the new SARS Commissioner in an announcement made today by President Jacob Zuma.
Mr Tom Moyane brings more than 30 years’ experience to the role, having worked as a senior executive in various government and private sector entities.
The South African Institute of Tax Professionals (SAIT) were quick to add their support for Mr Moyane’s appointment. Stiaan Klue, Chief Executive of SAIT commented,
“SARS is a vital cornerstone of South Africa’s fiscal order and security, and Mr Moyane’s vast experience at the highest levels of Government and Public Administration stand him in good stead in ensuring SARS continue to serve the best interests of the South African economy.”
Klue believes that a debt of gratitude is owed to Mr Ivan Pillay who has been at the helm of SARS in the interim as Acting SARS Commissioner. “Mr Ivan Pillay needs to be commended for the stability and professional ism he instilled within SARS during his tenure as Acting Commissioner.”
Grant Thornton LLP has named Jamie Fowler as the new office managing partner of its Mid-Atlantic practice. She will oversee the growth and operations of the Baltimore and McLean, Va., offices.
Most recently, Fowler served as the Northeast region partner-in-charge of Tax and as national managing partner of National Tax Strategic Solutions, which supports the firm’s Tax Services professionals through formulation and execution of strategy, including change management and leadership. She succeeds Rich LaFleur, who was named partner-in-charge of Industries and Markets for the firm’s Mid-Atlantic practice.
“Jamie brings to this role proven leadership coupled with extensive knowledge and vast experience — essential attributes to best serve our dynamic clients,” said Rick Gebert, managing partner of Grant Thornton’s East region. “She will be integral in maintaining and building upon the momentum that Rich established for the firm’s Mid-Atlantic practice during the last 16 years.”
Fowler was a principal architect of the Grant Thornton Shared Services Center in Bangalore, India, which was established in 2012 by the U.S. and India member firms of Grant Thornton International Ltd. She has nearly 30 years of experience leading large-scale organizational restructuring projects for companies nationwide.
Fowler is a certified public accountant (CPA) in Virginia, Massachusetts, New York and Texas, and serves on the Tax Division of the American Institute of CPAs. She is also a member of the Texas Society of CPAs and the Massachusetts Society of CPAs. Fowler received a master’s degree in accounting from the University of Virginia and a bachelor’s degree in accounting from Ouachita University.
Samuel Kinslow has joined EY’s National Tax Department as an Executive Director for Indirect Tax Services.
He is located in the Houston office, taking the role of property tax leader for the Southwest region. He joins EY from Grant Thornton where he has worked since 2011. He began his career as a real estate appraiser, and was a real estate tax manager for Walmart Stores from 2002 – 2006 before joining tax advisory firms, gaining property tax experience.
Lee Watkins of Atlanta joins EY’s National Tax Department as an Executive Director in Business Tax Services, focused on Energy & Utilities.
Watkins brings both corporate and professional services experience to help clients design proactive financial management and tax strategies. Most recently, she spent two years as vice president at PowerPlan, Inc. where she consulted with electric and gas utilities and other energy companies, particularly with regard to tangible property regulations.
She spent the previous 10 years with Southern Company. In addition to her role with several energy and real estate tax departments, she has worked at several accounting firms including Arthur Andersen and Deloitte & Touche.
Lucy Lee has rejoined EY as a Partner with the Personal Client Services team of the National Tax Department.
Located in Washington, DC, she will lead the Individual Global Tax Planning group and will serve as the liaison with the International Tax Services team for cross-border client collaboration. Lee returns to EY after two years with General Electric and five years with Caplin & Drysdale where her experiences included inbound and outbound issues relative to individuals and families, particularly in the Asian and European markets. Lucy is fluent in Korean.
Michele Randall returns to EY Chicago’s Indirect Tax practice from Deloitte. She spent 14 years in Deloitte’s Multistate Tax group, becoming a Director in 2006. Building on her recent role as the lead of Deloitte’s multistate real estate industry group, she brings a focus on the real estate sector, including both asset management and REITs.
Whilst at EY from 1995 to 1998, Randall had been a member of the SALT Value Analysis restructuring group. She began her career at TTX, Company, where she managed tax in the payroll department.
Andersen Tax has promoted several staff to Managing Director grade in the San Francisco, Seattle, West Palm Beach, New York and Boston offices.
In the San Francisco office, Mamie Chew and Stephen deHaan were promoted to Managing Director, both part of the Private Client Services group. They will join the team of 21 Managing Directors in the San Francisco office.
In the growing Seattle office the promotions include Jan Armstrong, Scott Beauchene and Lance Vanetta, part of the Private Client Services group, Valuation Services group and State and Local Tax group, respectively.
In the Boston office, Susan Delgado joins the team of eight Managing Directors. She is part of the Private Client Services group.
Sue Delgado has over 18 years of experience advising high net worth individuals, their families and closely held businesses. Her practice focuses on tax consulting and compliance services for individuals, fiduciaries and related entities. Her experience includes developing and implementing multigenerational wealth transfer plans, addressing multistate fiduciary tax issues, determination of qualified small business stock status of securities, tax issues related to individuals working abroad as well as foreign nationals working in the United States, and gifting strategies to accomplish family objectives.
“It is always exciting to announce new promotions. Sue has been an integral part of our tax practice,” notes Office Managing Director, Joe Comeau. “Sue is a true partner and has been someone we have been able to count on to deliver quality service to our clients time and time again.”
Sue also served as a member of the Andersen Tax Individual Specialty Team. She has served as a member of the Manager Advisory Committee and Training Committee and continues to be involved in local office training and national training on topics such as hedge fund reporting, foreign tax credit calculation and tax impact of financial instruments.
The West Palm Beach office added Allison Davis and Patricia Cooper to its team of three Managing Directors in the Florida office. Both Allison and Patricia are part of the Private Client Services group.
Allison Davis has over 14 years of experience providing professional tax services. Her practice areas include tax consulting and compliance for corporations, pass though entities and tax exempt organizations as well as individuals. Allison has worked with companies in the insurance, professional services, construction, and real estate industries. She also has experience with trade associations, public charities, and private foundations.
“Allison and Patricia are assets to the clients we serve in our market,” noted Office Managing Director Randy Macpherson. “Allison has broad technical skills related to ultra-high net worth families and business entity work and Patricia is a technical resource for our fund entities and international matters – both of which are critical aspects of delivering superior quality of service to our clients.”
Trish Cooper has over 25 years of experience providing tax services. Her practice areas include income tax planning and tax return compliance for individuals, trusts, partnerships and closely-held business entities. Trish also works on tax planning and tax return compliance for our corporate and international clients and is a specialist with our hedge fund and “fund of funds” clients. She also has expertise in dealing with the unique issues associated with tax-exempt organizations.
In the New York Metro practice, John Maragoudakis and Adam Levy have been promoted. John is part of the Commercial Services practice, and Adam is in the Investment Consulting Services group.
John Maragoudakis has over 11 years of experience in delivering lead federal and state tax compliance and consulting solutions to a broad range of commercial clients in various industries including private equity, fund of funds, family offices, investment management, professional services, online media, restaurant chains, manufacturing, and agriculture. John specializes in partnership and corporate tax matters including general tax compliance, planning, corporate structuring/choice of entity consulting, federal and state audits, and state and local tax issues.
Adam Levy leads the Andersen Tax Investment Consulting Services practice in the New York office, providing independent and objective investment consulting and wealth management services to high net worth individuals, corporate executives and family business owners. He is a CFA Charterholder and Certified Financial Planner with over 12 years of experience advising clients on issues relating to investment consulting, financial planning and retirement planning.
Andersen Tax has welcomed MDR Advisory Group to the Andersen family.
MDR provides national, international and corporate tax work to individuals and businesses in Switzerland and Europe. The office in Lugano is the third location established in Switzerland and reinforces the firm’s commitment to providing best-in-class, seamless service to clients throughout the world.
“The partners at MDR Advisory Group are of the highest quality and will be an excellent addition to our global team,” shared Mark Vorsatz, CEO of Andersen Tax. “With the addition of this office in Lugano, our global clients now have best-in-class service in every region in Switzerland.”
About twenty professionals from MDR Advisory Group will join the Andersen family including partners Paolo Mondia, Marina Rezzin, Roberto Cavadini, Roberto Audino and Donatella Cicognani. MDR Advisory Group specializes in direct and indirect tax, inheritance planning, company restructuring, internal compliance, HR management and corporate consultancy.
“We are honored to join such a well-renowned group of professionals with whom we share the same commitment to best-in-class service, stewardship and independence,” said Paolo Mondia (pictured), who will act as the Office Managing Director in Lugano.
With the addition of a location in Lugano, Andersen Tax now has a presence in 27 international locations with nearly 200 professionals in Europe and 1000 professionals worldwide.
Steve Madsen joined Andersen Tax as a Director in the firm’s National Tax Office. He is located in the New York office.
Steve has held diverse roles including 15 years at a big four accounting firm in their mergers and acquisitions practice, and 11 years at major New York law firms. Most recently he was an Executive Director at EY’s Transaction Tax group.
His experience includes:
? Advisory services on internal restructurings of the US operations of a multinational consumer products company and the foreign operations of a major industrial corporation.
? Advised on entity rationalization following the acquisition by a major financial corporation of a multi-national assets management business.
? Advised EY Japanese Business Services group on a wide variety of transactions.
? As in-house Counsel at the Long Island Lighting Company, advised on a multi-billion taxable spin-off and merger to form KeySpan Energy (now part of National Grid) with the simultaneous sale of the electric transmission and distribution business to the Long Island Power Authority.
“The addition of Steve to the NTO team further enhances our commitment to providing the best service to our clients,” shared Mark Vorsatz, Andersen Tax CEO. “His background as a corporate and transactional tax advisor demonstrates our commitment to build our capabilities for the opportunities ahead for our firm.”
“Steve’s deep experience in both domestic and international transactions will add a dimension to our National Tax team,” said Ellen MacNeil, leader of the Andersen Tax National Tax Office. “We are focused on building the depth and range of specializations of our National Tax Office and having Steve join is an important part of this.”
Steve received his Bachelor of Arts in Applied Mathematics from the University of California, Berkeley, a Juris Doctorate in Law from the University of California, Berkeley – School of Law, and an LLM in Tax from New York University School of Law. He is a member of the New York State Bar.