John Kinsella is joining the American Bankers Association next month as vice president of tax policy.
In his new role, Kinsella will serve as ABA’s technical expert on tax legislation, as well as advocate for member banks in the areas of federal and state corporate taxation, international bank taxation, tax procedure, compliance, financial products and services.
Kinsella joins from U.S. Bank, where he served as senior vice president and director of tax. At U.S. Bank. Prior to this he worked at EY, most recently as senior tax manager.
PwC U.S. has announced that it expanded its Private Company Services (PCS) practice across the state of Florida, offering PwC’s full range of services including audit and assurance, tax and advisory services to private companies, their owners and high net-worth individuals in the region. PwC expects to grow its number of professionals in the region by nearly 50 percent across the next three years across its offices in Tampa, Miami, Jacksonville, Orlando and Ft. Lauderdale.
“We’re delighted to expand our private company offering to Florida,” says Rich Stovsky, U.S. leader of PwC’s Private Company Services practice. “We’ve expanded our national practice exponentially and expect Florida to be our fastest growing market for private company services to date. Through our global network and local professionals we will help companies in Florida to meet business demands and remain a key driver of the overall U.S. economy.”
As part of its expansion, PwC has appointed David Zimmerman as Florida PCS Leader, who will be based in the firm’s Tampa office. Zimmerman is a tax partner who specializes in serving private companies on corporate income tax issues as well as international tax, state and local taxation, mergers and acquisition planning, due diligence analysis and tax minimization strategies. He received a bachelor’s degree in accounting from the University of Maryland as well as a master’s degree in taxation from Villanova University and is a Certified Public Accountant in Massachusetts, Pennsylvania and Florida.
Mr Zimmerman is a seasoned PwC leader. He was Head of Tax at Harrisburg from 1996 to 1998, North Florida Tax Leader from 1999 to 2003, PCS Tax Leader for NY Metro from 2003 to 2010, and PCS Leader for US East Region from 2010 to 2014. Since 2014 he has been the PCS Sales & Marketing Leader for the Greater Boston area.
“Florida has become a hotbed for fast-growing private companies, both domestically and for international companies seeking expansion in the U.S.,” adds Zimmerman. “With increased competition, regulatory shifts and a fierce battle for talent, we are seeing an increased demand for our services. We look forward to helping companies in Florida to navigate these complex set of challenges.”
Maria Hevia Alvarez has made a highly successful transition from EY Europe to EY USA.
Maria trained in indirect tax with EY in Madrid before moving the the Amsterdam practice in 2005. She returned to the Madrid office in 2007 as a Senior Manager but left when she was offered the opportunity to join the US VAT practice in 2010. She has worked in the New York office for the past 5 years, albeit as part of the Dutch Indirect Tax practice.
She has extensive experience with the coordination of multi-jurisdiction international projects relating to Europe, Latin-America and Asia. Predominantly Maria has supported her clients with international transaction tax planning and transaction tax configuration of ERP systems and / or tax engines (bolt-on solutions).
Maria was promoted to Indirect Tax Partner earlier this month. Maria is not a CPA.
Weaver has announced the promotion of Justin Reeves to tax partner in the Dallas office.
Justin joined Weaver in 2005 as an intern and has almost 10 years of experience in public accounting. He focuses on tax services for high-net-worth individuals, family investment partnerships, private foundations, nonprofit organizations, estates and trusts.
He also brings to his clients extensive industry and technical experience including litigation support in executor liability and estate disputes, as well as preparing court-ordered and client-requested fiduciary accountings.
Reeves’ professional memberships include AICPA, TSCPA and its Dallas chapter, the Dallas Estate Planning Council, where he was a former member of the organization’s Board of Governors. He earned a Master of Science degree in taxation and a Bachelor of Science degree in accountancy from the University of North Texas.
RSM Malta has appointed Dr Timothy Zammit as a Director within the Tax & Corporate Service line.
Timothy will be overseeing the tax and corporate team, with responsibility to further develop the firm’s services in the tax, corporate, estate planning and financial services sectors. He will report to George Gregory,
Before his appointment to this Directorship post, Timothy held the post of tax lawyer at the firm for a number of years. He was primarily responsible for advising clients on international and domestic corporate structures while assisting clients with their tax planning requirements..
Timothy read Law at the University of Malta and graduated as a Doctor of Laws in 2005 and was admitted to the Maltese bar the following year. He subsequently read for a Master of Arts in Financial Services.
“Timothy will join our Partners and Directors in providing a wealth of leadership in tax and corporate services. This is important to drive further growth in our firm and equally important to clients who will continue to benefit from Timothy’s experience in providing critical advice, particularly with regard to tax and estate planning, corporate and financial services – areas that have a direct effect on revenue and profitability.” said Deo Scerri, Managing Partner, RSM Malta.
Smith & Williamson has given Louise Somerset a larger role with immediate effect. She will now lead the private client tax teams across four of the Firm’s offices: Cheltenham (which she has been running since joining in 2014), Birmingham, Bristol and Manchester. Her focus will be on developing and growing the practices in the four offices.
Commenting to Tax Grotto on her new role Louise said:
“I am very much looking forward to my new role, in which I will be bringing together and helping to strengthen the teams in the four locations with a view to growing and developing our business and offering a wider range of specialist tax services to high net worth individuals across the region.”
Ms Somerset is a highly-regarded private client tax professional. She was a partner with PwC Birmingham until 2001 when she joined Abacus Financial Services. In 2005 she moved to RBC Wealth Management. Most of her team has followed her in each of these moves and she has passed responsibility for the Cheltenham office to her No 2, Krista Woodman.
Louise is a solicitor of the Senior Courts of England and Wales and a founder member of the Society of Trust and Estate Practitioners. She has a law degree from Girton College, Cambridge.
The new joint venture between Johnson Controls / SAIC Motor Automotive Interiors is called Yanfeng Global Automotive Interiors. The company is the world’s largest automotive interior parts supplier, with annual revenue of $8.5 billion and over 28,000 employees globally.
The JV has recently appointed Fred Lo as its new Global Head of Tax. Mr Lo is a highly commercial tax professional who has worked in-house since 2000. He spent time in Singapore with General Electric and then HP, before joining Medtronic where he became Tax Director for both EMEA and Asia Pac regions.
In his new role Fred will build a tax team of 11 staff. He is based in Cologne.
Stambaugh Ness has announced the opening of an International Business & Tax Advisory Division.
Jen Nelson, CPA, will lead the new international tax team which will advise on tax structuring, transfer pricing, tax reporting and compliance, research, and other tax and accounting services.
“International business and tax matters are of concern to a growing number of the businesses we serve,” said Steven Hake, Chief Executive Officer and President of SN.
“Stambaugh Ness has assisted clients for many years with international matters. Our recent strategic planning identified market conditions that called for us to expand our International Team’s focus and services to strengthen our ability to manage international business opportunities, reporting obligations, and tax exposure for our clients. Although technology has made cross-border communication easier, foreign business and tax issues have become more complex. Our strategic relationships will continue to enable us to assist in just about every corner of the world.”
As an independent member of the BDO Alliance USA, SN has access to the resources of BDO USA, LLP and the BDO network, the 5th largest accounting and consulting network in the world.