Tax Grotto

Posted By Chris Bale on September 6, 2010

Ryan, a leading tax services firm in North America, with the largest transaction tax practice in the United States and Canada, has announced that Jode L. Shaw has joined the management team as Principal to lead the Firm’s new Tax Accounting and Risk Services Practice. Ms. Shaw will also be Principal-in-Charge of the Firm’s new Jacksonville, Florida office.

Ms. Shaw is one of the nation’s leading authorities on accounting for income taxes and has co-authored a comprehensive treatise on income tax accounting issues for multinational companies. She is a nationally recognized lecturer on tax and accounting issues, teaches “Accounting for Income Taxes” and “Effective Tax Rate Planning” at Council for International Tax Education and the Tax Executives Institute, and is a frequent guest speaker at the Georgetown University Law Center and Northwestern University. She has over 25 years of experience advising Fortune 1000 companies on federal and international tax matters. Prior to joining Ryan, Ms. Shaw was the Managing Director of Tax Accounting and Risk Services for a major accounting firm, and spent over 15 years with two other national accounting firms providing an array of services related to tax risk minimization, tax accrual, Sarbanes-Oxley compliance, international tax, and transfer pricing. Ms. Shaw has a Juris Doctor degree from the Villanova University of Law with a concentration in tax, and a Bachelor of Science degree in Accounting from Florida State University.

“Our clients will benefit tremendously from Jode Shaw’s in-depth tax accounting experience” said G. Brint Ryan, CEO and Managing Principal of Ryan. “I’m excited to have her steady leadership driving aggressive growth in our new Tax Accounting and Risk Services practice, as well as our geographic expansion into Jacksonville, Florida.”

“Ryan’s reputation for technical expertise and value creation are recognized throughout the industry, and I am excited to lead their new Tax Accounting and Risk Services practice,” said Ms. Shaw. “I am proud to join the leadership team and look forward to providing clients added value through innovative tax accounting and risk strategies, while supporting the Firm’s geographic expansion in the Southeast.”

About Ryan
Ryan is the leading tax services firm in North America, with the largest transaction tax practice in the United States and Canada. Headquartered in Dallas, Texas, the Firm provides a comprehensive range of state, local, federal, and international tax advisory and consulting services on a multi-jurisdictional basis, including audit defense, tax recovery, credits and incentives, tax process improvement and automation, tax appeals, and strategic planning. With a multi-disciplinary team of more than 850 professionals and associates, Ryan serves many of the world’s most prominent Fortune 1000 companies.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 31, 2010

Wolters Kluwer Tax & Accounting, the world’s largest provider of tax, accounting and audit information, software and services to professionals in the North America, Europe and Asia Pacific regions, has announced that Russell Evans has been appointed as President of Wolters Kluwer Tax & Accounting, Asia Pacific, effective August 30, 2010. Evans will report to Wolters Kluwer Tax & Accounting CEO Kevin Robert.

Existing and emerging markets in Asia Pacific show great growth potential for the expansion of tax, accounting and legal solutions for Wolters Kluwer. Evans brings a wide range of specialized experience and leadership that will help drive even greater results in each of these areas, where Wolters Kluwer Tax & Accounting goes to market under the CCH brand.

Before joining Wolters Kluwer Tax & Accounting, Evans was General Manager for Veda Advantage, where he redesigned the go-to-market customer alignment for Sales, Marketing and Product Development, with a focus on strategic planning and business segments. Previously, he was Managing Director for Hyperion Solutions Asia Pty Ltd, where he tripled top-line growth for Australia and New Zealand by focusing on business expansion and delivering increased market share and profitability. Evans’ experience also includes sales and marketing roles with Xerox Corporation, Vodafone and IBM, where he focused on driving growth in key market segments.

“I am very pleased that Russell is joining Wolters Kluwer and I am confident that with his impressive record of driving growth in specialized markets, he’s well positioned to lead our business in the Asia Pacific region,” said Wolters Kluwer Tax & Accounting CEO Kevin Robert. “We have great and diverse opportunities in Asia Pacific, and Russell will further advance Wolters Kluwer Tax & Accounting’s global leadership by creating new opportunities in those regions by more deeply penetrating market segments and capitalizing on Asia Pacific’s investments in iSolutions, Corporate Tax Solutions and ProSystem fx, as well as stimulating innovative solutions for future growth.”

Evans replaces former region President Dave Lampert, who is now Vice President of Wolters Kluwer Tax & Accounting’s North America / Asia Pacific Segment. Evans will be based in the Tax & Accounting office in Sydney. Evans holds an MBA from the University of New England, NSW, and a Bachelor Business (Marketing) from Charles Sturt University. He is a member of the Australian Institute of Company Directors.

About Wolters Kluwer Tax & Accounting

Wolters Kluwer Tax & Accounting, a division of Wolters Kluwer, is the preferred provider of premier information, research, and software tools in the global tax and accounting arena. Tax, accounting, and audit professionals who serve as trusted advisors to clients and businesses worldwide rely on authoritative content and integrated workflow solutions from the global leader Wolters Kluwer Tax & Accounting. Among its market-leading solutions are CCH®, ProSystem fx® Suite, CorpSystem®, CCH IntelliConnect®; TaxWise® and ATX™; CANTAX®; Taxprep®; Tax Integrator and Addison. Its headquarters are in Riverwoods, Illinois.

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Posted By Chris Bale on August 31, 2010

James (Jamie) Hammack has joined LarsonAllen’s tax practice as a partner with the Charlotte office, effective August 16. Hammack has more than 14 years of experience as a CPA in public accounting and was most recently a tax director with PricewaterhouseCoopers’ Private Company Services practice.

“LarsonAllen is a firm that does more than deliver the expected tax services,” says Hammack. “People at this firm understand the deeper business and industry issues that impact privately-held companies, and can advise on those levels. It’s a value-add that I am excited to be a part of.”

As a tax director with PricewaterhouseCoopers, Hammack served privately held companies in industries such as financial services, manufacturing and distribution, construction and real estate, and sports entertainment. Jamie is a great addition to our firm” says John Berens, partner-in-charge of LarsonAllen’s Charlotte tax practice. “We were looking for a leader who could mentor staff, serve clients, and create opportunities by building a network in the community. It’s a big role, and Jamie fits it.”

He has extensive tax consulting experience including cost segregation, tax method studies, IRS defense, and general tax planning. As part of his tenure with PricewaterhouseCoopers, Hammack spent two years in Washington DC with the firm’s national tax services group. He earned his bachelor of science degree in accounting and a master’s in taxation from Appalachian State University.

LarsonAllen LLP (LarsonAllen) is a professional service firm that provides assurance, accounting, tax, consulting, and advisory services to organizations and individuals managing business ventures and finance. Founded in 1953, LarsonAllen’s certified public accountants, consultants, and advisors are dedicated to providing quality results to clients. LarsonAllen has 1,500 people and $225 million in annual revenues. Offices are located in Arizona, Florida, Illinois, Massachusetts, Minnesota, Missouri, North Carolina, Pennsylvania, Texas, Washington DC, and Wisconsin. LarsonAllen is an independent member of Nexia International, a top 10 worldwide network of independent accounting and consulting firms. Founded in 1971, Nexia provides a global network of independent auditors, business advisors, and consultants.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 26, 2010

Bunge Limited today announced that Jacqualyn A. Fouse, Chief Financial Officer, will be leaving the company effective September 24, 2010 to become CFO of Celgene Corporation, a global biopharmaceutical company. Bunge has initiated a search for Ms. Fouse’s replacement. Andrew J. Burke, the company’s Global Operational Excellence Officer, will serve as interim CFO.

“Jackie has made many contributions to Bunge during her tenure. She spearheaded initiatives to increase efficiency and provided valuable leadership during a particularly volatile time in our markets and the global economy,” said Alberto Weisser, Chairman and Chief Executive Officer, Bunge Limited. “I would like to express our appreciation and wish her success in her future endeavors. At the same time, I am pleased that Drew will serve as interim CFO. He is a highly experienced executive with strong finance and operational expertise. Given his deep knowledge of Bunge, we expect a smooth transition.”

Ms. Fouse stated, “I’m honored to have served as Bunge’s CFO, and I am proud of what we have accomplished. Bunge has a bright future, and I wish the team all the best.”

Mr. Burke, age 55, joined Bunge in 2002 and has served as co-CEO, Bunge Global Agribusiness and Bunge Product Lines, and as Managing Director, Soy Ingredients and New Business Development. Mr. Burke acted as interim Chief Financial Officer from April to July 2007. Prior to joining Bunge, he was CEO of Degussa Corporation, the U.S. subsidiary of the German chemical concern, where he also served as CFO and held a variety of finance and management positions.

About Bunge

Bunge Limited (www.bunge.com, NYSE: BG) is a leading global agribusiness and food company with approximately 32,000 employees in more than 30 countries. Bunge buys, sells, stores and transports oilseeds and grains to serve customers worldwide; processes oilseeds to make protein meal for animal feed and edible oil products for commercial customers and consumers; produces sugar and ethanol from sugarcane; mills wheat and corn to make ingredients used by food companies; and sells fertilizer in North and South America. Founded in 1818, the company is headquartered in White Plains, New York.

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Tags: CFO jobs, tax jobs, tax vacancies

Posted By Chris Bale on August 26, 2010

Baker & McKenzie has strengthened its Tax Practice Group with the addition of Russell Young as a partner in the Firm’s Chicago office.

Mr. Young focuses his practice on transfer pricing planning and controversies and related international tax planning. At his former law firm, he handled numerous IRS Appeals cases and tax litigation matters in the U.S. Tax Court and Courts of Appeals. Mr. Young regularly represents taxpayers facing contentious IRS audits, with extensive experience representing taxpayers in the life sciences industry. In recent years, his practice has focused on helping multinational companies reduce the risk of future transfer pricing controversies, and maximize international planning opportunities, through sophisticated transfer pricing legal and economic analysis and planning.

“We are excited about Russ’s arrival to the Firm,” said Len Terr, head of Baker & McKenzie’s North America Tax Practice Group. “Transfer pricing is increasingly a #1 priority for governments and multinational companies, and Russ will have an immediate positive impact for our clients.”

“Russ will fit well into the Firm’s global transfer pricing practice, which uniquely combines leading economists, tax litigators, former competent authorities, APA specialists and other transfer pricing professionals spread across North America and the world,” said Gregg Lemein, Chicago tax practice chair and co-chair of the Firm’s global transfer pricing group.”

Mr. Young is a 1996 graduate of Harvard Law School, where he received a J.D. degree, cum laude. He is a 1993 graduate of Washington University, where he received an A.B. degree with honors.

“The addition of Russ will materially strengthen our transfer pricing practice both in Chicago and in the region,” said Phil Suse, Managing Partner of Baker & McKenzie’s Chicago office. “He will help carry the practice into the long-term future, expanding the tax services we already provide that are appreciated by our clients.”

With a worldwide team of more than 650 tax practitioners, economists and financial analysts in 39 countries, Baker & McKenzie’s Global Tax Practice provides a strong network of tax professionals offering innovative tax planning advice to multinational corporations, helping businesses design, implement and defend tax strategies for international operations and transactions. International Tax Review’s World Tax 2010 directory ranked the Firm’s tax practice in 27 countries and named 67 Baker & McKenzie tax lawyers as leading individuals in their field.

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Tags: tax jobs, tax vacancies, transfer pricing jobs

Posted By Chris Bale on August 25, 2010

The Chartered Institute of Taxation (CIOT) has announced the appointment of Sir Alistair Graham as Lay Public Interest Observer of the Institute’s Council.

Sir Alistair is a well recognised figure in public life, currently serving as Chair of the Independent Mobile Classification Body. His most high profile role was as Chairman of the Committee on Standards in Public Life between 2004 and 2007.

As Lay Observer, Sir Alistair will advise the Institute’s Council on the public interest regarding the Institute’s activities and will support the Institute’s adherence to its charitable responsibilities.

CIOT President Vincent Oratore said:

“I am delighted that Sir Alistair has agreed to take on the role of Lay Observer. He is a greatly respected public figure with a long record of public service. He is well known for his independent mind and commitment to probity and high standards.

“The Institute’s charitable responsibilities and public interest objectives are of paramount importance to us. We are proud of the role we play in maintaining high standards in the tax profession and in making the tax system work better for all those who come into contact with it, including those on low incomes.”

The appointment of the Lay Public Interest Council Observer is for a period of two years with the possibility of extension of the term to four years. An Observer may serve for a maximum of two terms (eight years).

Born in 1942, Sir Alistair Graham worked for the Civil and Public Services Association Trade Union between 1966 and 1986, rising to become General Secretary, before being appointed as the Chief Executive of the Industrial Society (now The Work Foundation). He forged strong links with the industrial sector, becoming the Chief Executive of Calderdale and Kirklees Training and Enterprise Council from 1991 to 1996, and then of Leeds Enterprise and Training Council from 1996 to 2000. From 1997 to 2000 he served as Chairman of the Parades Commission for Northern Ireland, for which he was knighted in the Millennium Honours List. Sir Alistair was appointed to the Committee on Standards in Public Life in 2003 and became Chairman of the Committee in 2004, holding the post until 2007. Until October 2008 he was Chairman of the British Transport Police Authority, having previously served as Chairman of the Police Complaints Authority.

Sir Alistair is currently Chair of the Independent Mobile Classification Body (IMCB), which is responsible for setting a classification framework (including ‘18’ ratings) for pictures, videos and games on mobile phones and other mobile devices.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 25, 2010

International law firm McDermott Will & Emery has announced that Julie K. Kwon has rejoined the Firm as partner based in the Silicon Valley office. Ms. Kwon focuses her practice on advising clients regarding a broad range of estate planning issues, including estate, gift and generation-skipping transfer tax issues; charitable planning and exempt organization compliance; trust and estate administration; contested trust and tax matters; and construction and reformation of wills and trusts.

“Julie is a significant addition to our Private Client Practice Group and will work closely with both our U.S. team as well as our international partners, including Martyn Gowar and Andrew Vergunst, both of whom launched our London private client team last year,” commented Carol A. Harrington, head of the Firm’s Private Client Practice Group. “We’re delighted to welcome her back to the Firm.”

McDermott’s Private Client Practice Group is one of the largest and best-known departments of its kind in the United States. Consecutive editions of Chambers USA: America’s Leading Lawyers for Business ranked the Firm’s wealth management practice in the top tier nationwide. The Firm represents families and individuals, family offices, closely held businesses, foundations, estates, trusts and special purpose asset transfer and investment management entities in the United States and throughout the world, and provides to them a spectrum of estate, succession, gift transfer and wealth planning services. McDermott’s experience covers all significant facets of wealth planning.

“I am extremely gratified to return to McDermott’s preeminent team of private client attorneys as the Firm continues to expand the breadth and depth of our international practice. I am confident that my experience in advising families through my diverse roles at fiduciary, investment and charitable institutions will enhance our capabilities to serve our clients’ unique needs.”

Most recently, Ms. Kwon was the Philanthropic Advisor for Stanford University, where she collaborated with donors regarding their charitable planning and resolved legal issues arising from charitable trust investments, complex gifts and endowment management. Ms. Kwon also served as a Director in the Wealth Management Group of Bernstein Global Wealth Management, developing quantitative research regarding the effect of investment volatility on wealth transfer, and was the fiduciary counsel and Legacy Planner for the Midwest Region for Bessemer Trust Company.

She is a frequent speaker and author on estate planning topics for professional organizations and publications, which have included Journal of Taxation and Trusts & Estates magazines, the Heckerling Institute on Estate Planning, the Internal Revenue Service, the American Bar Association, the American Law Institute – American Bar Association, and numerous regional organizations around the United States.

Julie currently is chair of the Income & Transfer Planning Group of the American Bar Association, Real Property, Trust & Estate Section. In addition, she is the past chair of the Estate & Gift Tax Committee and past co-chair of the GST Tax Committee of the Section. Julie currently is on the Estate Planning Advisory Panel of the American Law Institute-American Bar Association, and is a member of the Northern California Planned Giving Council. She is a former director and board member of the Chicago Estate Planning Council and a former member of the Professional Advisory Council of the Chicago Community Trust.

Ms. Kwon is admitted to practice in California and Illinois. She received her B.A., with distinction, from Stanford University, and her J.D. from Yale Law School, where she was the executive editor of the Yale Journal of Law & the Humanities.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 25, 2010

It was reported today in http://www.czechmarketplace.cz that White & Case tax partner Ales Cechel will be joining Bonatrans Group Holding in an executive management position. Cechel, co-head of the Firm’s Tax advisory practice in Central and Eastern Europe, will be joining Bonatrans Group Holding, a White & Case client, in September 2010.

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Posted By Chris Bale on August 25, 2010

American Financial Group, Inc. has announced that H. Kim Baird has been named Vice President – Tax of the Company. Mr. Baird joined American Financial in 1985 and has held a number of tax-related positions, most recently serving as Assistant Vice President – Taxes. Prior to joining AFG, he worked at Peat Marwick (predecessor of KPMG) from 1980 to 1985.

Mr. Baird received a Bachelor of Business Administration degree from the University of Cincinnati in 1980. He is a Certified Public Accountant, and is a member of the American Institute of CPAs, Ohio Society of CPAs, and the Tax Executives Institute.

Mr. Baird and Ms. Kathleen Brown, also Vice President – Tax, will report to Thomas E. Mischell, Senior Vice President.

About American Financial Group, Inc.

American Financial Group is an insurance holding company, based in Cincinnati, Ohio with assets in excess of $30 billion. Through the operations of Great American Insurance Group, AFG is engaged primarily in property and casualty insurance, focusing on specialized commercial products for businesses, and in the sale of traditional fixed, indexed and variable annuities and a variety of supplemental insurance products. Great American Insurance Group’s roots go back to 1872 with the founding of its flagship company, Great American Insurance Company.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 19, 2010

ParenteBeard LLC has announced that Glenn R. James has joined the firm as a Partner in the firm’s Tax Practice. Mr. James has been named financial services tax leader for the firm and is based in ParenteBeard’s Philadelphia office.

Mr. James brings more than 30 years of broad based tax experience in public accounting to ParenteBeard. He has extensive experience with the taxation of and issues surrounding corporations, partnerships, and limited liability companies, and has provided tax and advisory services to clients across a diverse range of industries. He has consulted with public and privately-owned regional, national and multinational corporations with respect to operations, accounting methods, entity structure, mergers, acquisitions, restructurings and consolidated return issues over the course of his career.

During his career with national accounting firms KPMG LLP and Grant Thornton LLP, Mr. James led several practice teams responsible for the delivery of tax consulting and compliance services to multinational and national clients. With his practice dedicated to serving the financial services sector, Mr. James is a seasoned tax advisor who continually delivers the strategies financial services clients need to maximize their business objectives.

“I am excited to be joining the ParenteBeard team,” Mr. James said. “One of ParenteBeard’s core strengths is the depth and breadth of our resources and expertise in the financial services sector. I am very impressed with the talent at ParenteBeard and look forward to working with my new colleagues to deliver this full range of superior tax services to our financial services clients.”

“Glenn James adds a new depth and dimension to our financial services tax practice. His demonstrated leadership and grasp of challenging tax issues will be a huge plus for both our clients and his colleagues at the firm,” said Joe O’Neill, ParenteBeard tax practice leader.

ParenteBeard chief executive officer Robert Ciaruffoli commented, “Glenn’s arrival is an excellent example of ParenteBeard’s strategic growth plan. He will be a strong asset to ParenteBeard, as he shares our team’s focus on excellence and has the experience to enhance and guide our financial services tax practice across the firm.”

With close to 300 professionals, ParenteBeard’s tax practice generates proactive, practical tax solutions for clients. As one of the largest tax practices in the Mid Atlantic, and a member firm of Baker Tilly International, a worldwide alliance of independent accounting firms in over 100 countries, ParenteBeard has the resources clients rely on to reduce their global tax burden.

James earned his J.D. from Villanova University School of Law and his BBA from Temple University School of Business and Management. Mr. James resides in Norristown with his wife and two children.

About ParenteBeard

ParenteBeard is the Mid Atlantic’s leading regional certified public accounting and business advisory firm with over 1,100 employees serving middle market and small business clients across the region. The 165 partner firm has 24 offices located in Pennsylvania, New Jersey, New York, Maryland, Delaware and Texas. The firm is ranked among the Top 25 firms in the USA and is an independent member of Baker Tilly International.

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Posted By Chris Bale on August 19, 2010

Barclays Wealth, a leading global wealth manager, has announced the expansion of its UK & Ireland Private Bank with the appointment of three new senior private bankers. Over the past six months Barclays Wealth has invested extensively within private bank area to ensure quality advice and an enhanced client experience.

The new appointments include Jennifer Flood who joins from UBS and Bob Pennells, formerly of Coutts, who both join as Directors. Alex Dean also joins from Milestone International Tax Consultants as Vice President. All will be based in London and report to John Saunders, Managing Director, UK & Ireland Private Bank.

Prior to Barclays, Jennifer spent four years with UBS as a client advisor, Bob Pennells previously worked at Coutts where he spent 15 years with specific focus on UK clients. Alex Dean was previously with Milestone International Tax Consultants where he worked in Business development and prior to this he spent three years at Straumur Investment Bank with responsibility for sales and relationship management.

John Saunders commented “Since I joined Barclays Wealth 12 months ago we have been hiring aggressively. This is indicative of our commitment to become the premier private bank.”

David Semaya, Head of UK & Ireland Private Bank commented “We have a highly experienced team of bankers supporting clients across all areas of the Private Bank. The talent we have been able to attract and will continue to attract is evidence of the aspirations we have to grow and enhance our proposition.”

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 16, 2010

Mark Hawkins, previously a multistate income tax specialist with Ernst & Young in Columbus, Ohio, recently joined Clark Nuber as a Senior Manager in the firm’s State & Local Tax Group. Mark brings a mixture of legal and tax expertise to formulate solutions for a wide variety of clients in the manufacturing, retail, and financial services industries. He earned his bachelor’s degree in political science and history from the University of Washington and earned a law degree from Ohio State.

“We are delighted to have Mark join us,” Rob Wheeler, Shareholder in charge of the Tax Department at Clark Nuber said. “Based on Mark’s multistate tax planning and compliance experience, he will add an important dimension to our growing state and local tax practice.”

Clark Nuber employs nearly 150 people with the expertise to provide commercial business owners, leaders in not-for-profit organizations, as well as high net worth individuals, with a wide variety of services, including, financial statement audits, federal, state, and international tax planning and compliance, CFO/Controller/accounting services, and specialty audits including employee benefit plans and government grants.

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Posted By Chris Bale on August 14, 2010

Paul O’Connor, Vice President, Taxes for Millipore Corporation in Billerica, Massachusetts, has been elected the President of Tax Executives Institute (TEI), effective August 10. Millipore Corporation is a subsidiary of Merck KGaA, Darmstadt, Germany.

Founded in the United States in 1944, TEI is the preeminent association of in-house tax professionals, and its 7,000 members work for 3,000 of the leading companies in the world. TEI, which has 54 local chapters, is dedicated to the development and effective implementation of sound tax policy and to reducing the cost and burden of tax compliance to the benefit of taxpayers and the government alike. To these ends, TEI comments on proposed legislation and regulations, sponsors educational programs, and provides its members with a forum through which they can meet with government officials, share ideas, and educate themselves.

A member for more than 25 years, Mr. O’Connor previously held several important positions in TEI’s leadership, most recently as Senior Vice President and chair of the Continuing Education Committee. He has been a member of TEI’s Executive Committee and was a Regional Vice President in 2000-2001. He has also chaired TEI’s IRS Administrative Affairs Committee and is a former member of TEI’s State and Local Tax and Nominating Committees. In 2007, he became Treasurer of the Institute. Mr. O’Connor served as President of the New England Chapter in 1996-1997 and was the Chapter’s representative to TEI’s Board of Directors in 2005-2007.

At the Board of Directors meeting immediately following the annual meeting, Mr. O’Connor presented, and the Board affirmed, TEI’s goals for the year. Mr. O’Connor explained that the overarching theme of his term would be TEI 2011 – Join Us, Grow with Us: Educating, Advocating, and Serving the In-House Tax Community. Mr. O’Connor grouped the Institute’s goals into four broad categories:

o Educating: TEI will continue to offer educational programs, both locally and at the Institute level, that enable members at all experience levels to better serve their companies by enhancing not only their technical knowledge, but also their ability to advise business units and management and to represent their companies in dealings with government authorities and other external forums.

o Advocating: TEI will continue to represent the business tax community before governmental authorities, expanding its influence and effectiveness by means of testimony on proposed legislation; amicus briefs; comments on rulings, regulations, and administrative procedures; participation in liaison meetings and other forums; and interaction with non-governmental audiences on tax policy and administrative issues of common interest.

o Networking: TEI will continue to provide in-house tax professionals at all experience levels — from rising tax executives to Chief Tax Officers — with high-quality networking opportunities, relating not only to technical tax issues but also to leadership, communications, and management issues.

o Managing: TEI will continue to refine the benefits provided to members.

Mr. O’Connor holds a B.S. degree from Boston College, a J.D. degree from Suffolk University Law School, and an LL.M. from Boston University School of Law.

Also installed at the Annual Meeting of Members were David M. Penney of the Toronto Chapter as Senior Vice President, Carita R. Twinem of the Wisconsin Chapter as Secretary, and Terilea J. Wielenga of the Orange County Chapter as Treasurer. Nine Regional Vice Presidents and new Chapter Representatives were also installed. At the Board of Directors meeting immediately following the annual meeting, the chairs of the TEI’s steering committees were appointed.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 14, 2010

UBS AG has announced that Jakob Stott has been named its Head UBS Wealth Management Europe.

Jakob Stott, 55, assumes overall responsibility for UBS’s onshore wealth management business in Europe on October 1. He will have leadership authority over more than 45 branch offices in Germany, UK, France, Monaco, Italy, Spain, Austria, Luxembourg, Belgium and the Netherlands.

CEO Wealth Management Jürg Zeltner said: “I want to welcome Jakob to UBS. He has an outstanding reputation as an inspiring and thoughtful leader. He will apply his long and wide-ranging client relationship and business experience to gaining market share and growing our European wealth management business. Under Jakob’s leadership, I believe that the business will consolidate its position as the firm of choice for those clients seeking a fully integrated offering of diverse products and tailored advisory services.”

Jakob Stott said: “Coming to UBS represents a once-in-a-lifetime opportunity to join a leading global wealth manager. In my new role I will focus on strengthening the integrated business model in Europe to benefit our clients. The onshore European business offers enormous wealth management opportunities for UBS.”

In his 28-year career, Jakob Stott has held numerous leadership positions at JP Morgan. Prior to his departure in June 2010, he was Chief Operating Officer for JP Morgan’s Investment Bank in EMEA as well as Global Head of the Reputation Risk Office.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 12, 2010

Dixon Hearder has joined Baker & McKenzie as a partner in the Firm’s Sydney tax practice. Mr. Hearder joins Baker & McKenzie from Corrs Chambers Westgarth, where he was a partner and Sydney Taxation Work Group Leader. He was also the State Pro Bono Partner for the Corrs Giving Back Program.

Mr. Hearder has extensive experience advising Australian and international clients across the range of Australian taxation laws. He has particular expertise in stamp duty and transfer pricing. Mr. Hearder holds Bachelors of Commerce and Law from the University of New South Wales, a Master of Laws from the University of Sydney, and is a Fellow of the Taxation Institute of Australia and has previously qualified as a chartered accountant.

Mr. Hearder joined Corrs Chambers Westgarth in Sydney as an associate in 1997. He worked with Clifford Chance in London from 2001 to 2003, before returning to Corrs Chambers Westgarth. Prior to joining Corrs Chambers Westgarth, he worked with KPMG in Sydney.

Commenting on Mr. Hearder’s election as a new partner, Chris Freeland, National Managing Partner at Baker & McKenzie, said, “We are delighted that Dixon has joined us to further enhance our Australian taxation capabilities and we are very pleased to welcome him to Baker & McKenzie. Dixon has extensive experience advising across the range of taxation matters affecting our Australian and international clients. Dixon’s arrival, together with that of Tim Sherman from Mallesons Stephen Jaques in late 2009, ensures that we continue to offer the seamless taxation advice our clients demand. We are also looking forward to Dixon sharing his experience in the pro bono area to assist with the many great programmes on which Baker & McKenzie lawyers advise.”

Dixon Hearder is the sixth partner to be elected at Baker & McKenzie in Australia this calendar year, following Andrew Chew (Construction), Bryony Binns (Employment), Christopher Hughes (Corporate), Peter Lucarelli (Disputes) and Chris Freeland (National Managing Partner).

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 9, 2010

Richard (Dick) Morisky, former Tax Partner at Grant Thornton, recently joined the San Francisco office of WTAS LLC as a Managing Director in the Commercial Services practice.

Dick brings with him seasoned client experience in several commercial client segments including financial services, consumer products and high technology, primarily with closely-held business enterprises. During his time at Grant Thornton, Dick served as the head of the San Francisco tax department and led the Greater Bay Area Financial Services and Real Estate tax practices.

“Dick’s experience brings further depth to our team in San Francisco,” said Frank Cassidy, the Office Managing Director in San Francisco.

“As WTAS continues to grow we look for strong individuals to build our team. Dick’s experience with closely-held business enterprises compliments our other service areas and he will be an excellent asset for our clients,” commented WTAS CEO, Mark Vorsatz.

Dick earned his Bachelor of Science at the University of California, Berkeley, where he also received a Master of Business Administration. He later completed his Juris Doctorate at the University of San Francisco. Dick has served as the President of the Lafayette School Board and currently serves as a Volunteer Attorney for the San Francisco Bar Association Voluntary Legal Services Program. He is Treasurer and Board Member of the San Francisco Chapter of the NAIOP, a national real estate organization.

About WTAS

WTAS is one of the largest independent tax firms in the United States, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients across the country. The firm is comprised of over 500 personnel located in 14 major cities and encompasses top advisors with previous experience in the international accounting firms, law firms, IRS and state taxing authorities. Our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.

WTAS has offices serving Baltimore, Boston, Chicago, Greenwich, Harrisburg, Los Angeles, New Jersey, New York City, Palo Alto, Philadelphia, San Francisco, Seattle, Washington, D.C., and West Palm Beach.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 6, 2010

LECG Corporation (NASDAQ: XPRT), a global business advisory and professional services firm, has announced it has signed a definitive agreement to acquire Bourne, a London-based independent business consultancy practice.

This acquisition will add 36 people to LECG’s UK base, expanding LECG’s European presence to include specialists in valuation, transfer pricing, IP and tax consulting and advice as an extension to its finance, risk, process and operations services currently provided by its financial services practice. Bourne is a perfect fit for the new LECG as it seamlessly extends and enhances our disputes, valuation, IP and international tax practices.

“We are excited to add the credentials and experience of the Bourne team of professionals to LECG, fostering a true market-facing collaboration among our various business segments and geographic regions,” said Steve Samek, chief executive officer. “Since the LECG-SMART merger, the LECG leadership team has been committed to developing a broad, diversified professional services firm poised to capitalize on the opportunities presented by our changing industry and the global economy. The Bourne acquisition represents a significant milestone in the execution of this strategy.”

“The addition of Bourne’s services to our European business with a strong link to the U.S. will allow us to offer a much wider range of integrated services to our clients in the banking, real estate and insurance sectors,” said Danny Ryan, managing director at LECG in London. “The emerging demand for worldwide tax policy advisory services offers us the enormous potential to bring authoritative advice and tangible value directly to clients. Bourne’s partners and staff come with unique intellectual capital, which we plan to leverage into our collaborative go-to-market strategy in the coming months.”

Established in 2002, Bourne is a respected, independent business consultancy providing specialist advice on tax and consulting services, with offices in London and Farnham, Surrey. Specializing in asset taxation and corporate tax consulting, the Bourne team is led by four partners, Philip Feibusch, Colette Moscati, Ian Mackie and Toni Dyson, with extensive experience in the accounting industry at notable firms such as Arthur Andersen. Their sector specialization includes retail, financial services, and real estate advisory to major clients companies in the FTSE 100 and Fortune 500.

“We are delighted to join a larger, like-minded, independent organization with promising growth potential,” said Philip Feibusch, managing partner at Bourne. “Bourne’s survey valuation, tax and accounting expertise in combination with LECG’s expert infrastructure will further differentiate us in the market, benefit clients, and provide a growth platform for both companies.”

About LECG

LECG is a global expert services and consulting firm with approximately 1100 experts and professionals in 39 global locations. The firm provides independent expert testimony, financial advisory services, original authoritative studies, strategic advisory, governance, assurance and tax, and business consulting services to clients including Fortune Global 500 corporations, major law firms, and local, state, and federal governments and agencies in the U.S., Central and South America, Europe, and Asia-Pacific.

LECG’s highly credentialed experts and professional staff conduct economic and financial analyses to provide objective opinions and advice regarding complex disputes and inform legislative, judicial, regulatory, and business decision makers. In addition, the firm assists clients in major sectors with compliance and business process improvement consulting. LECG’s experts are renowned academics, former senior government officials, experienced industry leaders, and seasoned consultants. (NASDAQ: XPRT). For more information, visit www.lecg.com.

About Bourne

Bourne Business Consulting LLP (Bourne) was founded in 2002 and provides specialist asset taxation and consulting services to FTSE 100 and Fortune 500 companies and other blue chip corporations.

It has offices in London and Farnham. Each of the firm’s four partners is well known in the tax community and they all have a Big Four accountancy firm heritage.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 5, 2010

Fox Rothschild LLP continues its program of steady expansion with the addition of six tax and estate attorneys from Hackensack-based Deener, Hirsch & Shramenko, P.C. to the firm’s growing practice in northern New Jersey. Joining Fox Rothschild are Jerome A. Deener, Debra T. Hirsch and Adam M. Grenker as partners and Julia S. Epstein, Erica J. Goldberg and Cornelius O’Reilly as counsel.

“We’re delighted to expand the breadth of services we provide to clients in Essex and Bergen counties to include tax and estate planning,” said Theodore Eisenberg, managing partner of the firm’s Roseland office. “Jerry, Debra and Adam are well-known for providing high quality tax planning counsel in the region, and we are pleased to be adding such a stellar team to our growing practice.”

All six attorneys will be joining the firm’s Roseland office, although Fox Rothschild plans to maintain a presence in Hackensack, NJ.

“The addition of these attorneys further expands our nationally recognized tax and estates practice,” said Mark L. Silow, administrative partner of the firm. “Jerry Deener and his colleagues have been involved in some of the leading gift and estate tax cases of the past several years, and they will help to expand our already significant representation of high net-worth individuals, families and their business enterprises.”

Deener is a nationally recognized estate planning attorney and tax litigator who focuses his practice in individual, corporate and estate planning, real estate and taxation. He has appeared before the U.S. Tax Court in cases involving complex and timely estate and gift tax issues and has also secured numerous notable Private Letter Rulings from the National Office of the IRS that significantly reduced estate tax consequences for his clients.

A frequent lecturer, Deener has presented many programs on taxation and estate planning before the New Jersey Institute for Continuing Legal Education (ICLE) and other professional groups and is the winner of a Distinguished Service Award from the ICLE for his contributions to the field. Deener is the author of numerous articles on estate planning and taxation. Together with Hirsch and Grenker, he authored several editions of the Estate Planning Strategist, a treatise published by the Institute for Continuing Legal Education geared towards attorneys and accountants. He is an ACTEC Fellow and serves as Chairman of the Business Planning Subcommittee for drafting LLC Operating Agreements, incorporating current developments. He earned his LL.M. from New York University Law School in 1971; his J.D. from Brooklyn Law School in 1968; and his B.S. from the Pennsylvania State University in 1965.

With more than 20 years of tax law experience, Hirsch represents clients in federal and state estate and gift tax planning, charitable planning, preparation of wills and trusts and estate administration. She is a sought-after lecturer on various tax law-related topics and has presented before professional groups on the subjects of sophisticated gift and estate tax planning, closely held family businesses, and trusts and estates. Hirsch received her J.D. from Columbia University School of Law in 1980 and her B.A., magna cum laude, from the State University of New York at Stony Brook in 1977. She also attended the LL.M. in Taxation program at New York University Law School.

Grenker focuses his practice on estate, gift and income taxation, estate planning, estate and trust administration, and federal and state tax controversies. He also counsels closely held businesses and nonprofit organizations and advises clients on succession planning issues. Grenker has contributed to numerous articles on tax law, has given various seminars on tax and financial planning and serves on the Board of Consultors of the Real Property, Trust and Estate Law Section of the New Jersey State Bar Association. Admitted to practice in New Jersey and New York, Grenker earned his J.D. from the University of Pennsylvania Law School in 1998 and received his B.S. from the University of Virginia in 1995.

Epstein focuses her practice on all matters related to probate litigation. She has substantial trial experience and has handled various general commercial litigation matters and defended clients in white-collar criminal cases. Epstein is admitted to practice in both New Jersey and New York and is a former Assistant District Attorney for New York County and a former Assistant United States Attorney for the District of New Jersey. She earned her J.D. from Rutgers School of Law, Newark, in 2000 and her B.A., cum laude, from Rutgers College of Rutgers University in 1997.

Goldberg focuses her practice on domestic estate and tax planning with a concentration on estate administration and charitable planning. She is admitted to practice in New York and New Jersey and earned her J.D., cum laude, from Benjamin N. Cardozo School of Law in 2000 and her B.A., magna cum laude, from Barnard College in 1995.

O’Reilly focuses his practice on estate controversy and probate litigation and criminal tax law as well as federal and multistate taxation issues. He represents individuals and corporations concerning tax planning, audits, appeals and litigation and counsels taxpayers in IRS compromises, audits and appeals. During his legal career, O’Reilly spent more than six years with the Bronx County District Attorney’s office and was the first assistant district attorney chosen to form the Gang Prosecution/Major Case Bureau. O’Reilly received his LL.M. in Taxation in 2007 and his J.D. in 1993 from New York University School of Law and his B.S. from Fordham University in 1990.

Category: Fox Rothschild, Hackensack-based Deener, Hirsch & Shramenko | No Comments »
Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 4, 2010

Marks and Spencer Group plc (M&S) announces the appointment of Alan Stewart to the Board as Chief Finance Officer. He will join the company by the end of October 2010.

Alan, 50, is currently Chief Financial Officer at aircraft leasing company AWAS. He was Group Finance Director at WHSmith plc from 2005-2008 where he played a key role in delivering the Group’s improved performance. Prior to WHSmith, Alan spent seven years at Thomas Cook, where his roles included Chief Executive of Thomas Cook UK and Group Chief Financial Officer of Thomas Cook Holdings. He also spent nine years as an investment banker with HSBC.

Marc Bolland, Chief Executive, M&S, said:
“Alan has an impressive track record and will be joining us with extensive experience of retail and other highly competitive industries including travel and banking. We look forward to welcoming him to the M&S team.”

Alan Stewart said:
“M&S is one of the UK’s strongest retail brands. I’m delighted to be joining the company and returning to the retail sector.”

Category: CFO, Marks & Spencer | No Comments »
Tags: CFO jobs, tax jobs, tax vacancies

Posted By Chris Bale on August 2, 2010

Ernst & Young Jordan has announced the admission Ali Samara as a tax partner with effect from 1 July 2010.

Mr. Samara joined EY in 1990 and has over 18 years’ experience. His appointment means that there are now 5 partners within the Firm’s Jordan office.

Category: EY, Ernst Young | No Comments »
Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 2, 2010

Agilent Technologies Inc. has announced that Didier Hirsch, acting chief financial officer and vice president, corporate controllership and tax, has been appointed senior vice president and chief financial officer, effective today. Hirsch has been acting CFO since April 1, 2010.

“Didier is a seasoned veteran with excellent global knowledge and experience”

Hirsch has been responsible for Agilent’s accounting and reporting functions, tax, credit and collections, vendor payments, and cost accounting. He has been with Agilent since its inception in 1999. Prior to Agilent, Hirsch was director of finance and administration for Hewlett-Packard Europe, Middle East and Africa. Before that, he held a similar position at Hewlett-Packard Asia Pacific, based in Hong Kong. Hirsch joined Hewlett-Packard Company in 1989.

“Didier is a seasoned veteran with excellent global knowledge and experience,” said Bill Sullivan, Agilent president and CEO. “I am very pleased to have someone with his breadth of expertise, integrity and company background to step into the important position of CFO.”

Prior to joining Hewlett-Packard, Hirsch held finance positions at Ford, Bendix/Allied Signal and STMicroelectronics.

Hirsch has a master’s degree in computer science from Toulouse University and a Master of Science in Industrial Administration from Purdue University.

About Agilent Technologies

Agilent Technologies Inc. (NYSE: A) is the world’s premier measurement company and a technology leader in communications, electronics, life sciences and chemical analysis. The company’s 19,000 employees serve customers in more than 110 countries. Agilent had net revenues of $4.5 billion in fiscal 2009

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on August 1, 2010

McCarter & English is pleased to announce that Lee S. Holtzman has joined the firm’s Local Property Tax Appeal Practice in the Newark office. Mr. Holtzman has extensive experience in all aspects of property tax litigation. He joins the firm as a special counsel.

“We are enthusiastic about the depth of experience Lee brings to the firm and to our clients”

Mr. Holtzman has litigated a wide variety of commercial property disputes. He has represented owners of industrial facilities, hotels, commercial properties, self storage facilities, apartment complexes, office buildings, golf courses, assisted living facilities and residential/co-op developments.

“We are enthusiastic about the depth of experience Lee brings to the firm and to our clients,” said Mark Daniele, practice group leader for McCarter’s Tax, Employee Benefits and Finance Group. “His talent for litigating property tax disputes is a great addition to our well-established and growing tax appeal practice.”

Mr. Holtzman was a law clerk to the Honorable Roger M. Kahn, Tax Court of New Jersey (retired). He has served on the New Jersey Supreme Court Committee on Taxation and spoken at the Annual Conference of New Jersey Tax Administrators. He has provided extensive pro bono services to the Veterans Consortium Program and is a Fellow of the Litigation Counsel of America. Mr. Holtzman has also been named a Super Lawyer Rising Star for the past three years.

He received his J.D. from Syracuse University College of Law and his B.A., cum laude, from Montclair State University.

About McCarter & English

McCarter & English, established more than 160 years ago, represents Fortune 500 and middle-market companies in their national, regional and local litigation and on important transactions. Its 400 attorneys are based in offices in Boston, Hartford, New York, Newark, Philadelphia, Stamford and Wilmington. www.mccarter.com

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 28, 2010

alliantgroup has announced the addition of R&D tax expert Greg Knarr to the alliantgroup director team, to be based out of Indianapolis. Knarr will play avital role in helping infuse cash and reduce tax bills for qualifiying U.S. businesses.

“Greg Knarr comes to us with over ten years of experience specializing in R&D Credits,” says Senior Managing Director and CEO Dhaval Jadav. “We’re excited and thrilled to add Greg to our team as part of our continued efforts to offer best-in-class service to our CPA Partners. He will be an asset to the region and the firms that alliantgroup is privileged to work with.”

Greg Knarr enters alliantgroup as a frequent featured speaker and an author on a number of topics related to the availability and utilization of the R&D Tax Credit. Having worked across several industries, he implemented fully-integrated tax solutions into the leading CPA firms throughout the country, and will now bring this level of expertise to alliantgroup’s CPA Partners.

Before joining alliantgroup, Knarr worked with over 100 CPA Firms across the nation as the founding partner of Hull & Knarr, with a concerted effort in the R&D Tax Credit for the Midwest region of the U.S, with a specialization in Indiana and Ohio.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 26, 2010

Taxand has announced the appointment of Richard Baxter, a Managing Partner with Taxand UK, Alvarez & Marsal Taxand, as the new leader of its Global Indirect Tax Service Line.

Richard brings more than 20 years of indirect tax experience to the role. Over the course of his career he has led global assignments with a focus on international VAT for major US and European multinational companies. He also has particular expertise in managing VAT technology applications projects and leading the implementation of indirect tax reporting tools globally. He is well versed in negotiating at senior levels with tax authorities and managing tax cases to ECJ, VAT Tribunal and the High Court. Prior to joining Taxand, Richard led the Indirect Tax Compliance and Risk practice of Deloitte and previously was head of the Indirect Tax team with Arthur Andersen.

Richard will be supported by Alain Recoules, a partner with Taxand France, Arsene Taxand, as Deputy Leader of the Taxand Global Indirect Tax Service Line. Alain is an expert in VAT and international trade regulations, an ERP specialist and has in-depth knowledge of the retail, leisure, computer services and banking and fund management industries at a European level. Before joining Taxand, Alain was joint head of Landwell’s VAT/Customs practice and prior to this position, led the VAT/Customs practice that he created at Andersen Legal. Taxand’s policy is to review its global service line leadership every two years to ensure continuous development. Indirect Tax is one of Taxand’s eight global service lines. Others include International Tax, Tax Litigation, Transfer Pricing, Transaction Tax, Real Estate Tax, Compensation, Equity and Employment Tax and Individual Tax.

Frederic Donnedieu, Chairman of Taxand, said:

“We are delighted to appoint Richard and Alain to lead Taxand’s Global Indirect Tax Service Line. While of course they have both been with Taxand, actively contributing to our global indirect tax service provision for some time, I am looking forward to working even more closely with them in their new roles. We are fortunate to have them leading our award-winning team of seasoned indirect tax professionals helping our clients boost their profitability and minimise risk.”

Category: Arthur Andersen, Deloitte, taxand | No Comments »
Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 23, 2010

Ernst & Young’s head of tax policy, Chris Sanger, and financial services tax partner Vincent Oratore, have been appointed to HM Treasury’s newly created Tax Professionals Forum, which will oversee reforms to the framework for developing tax policy and the making of tax law.

The forum will draw on the expertise of eight leading figures from across the tax profession, to look at how tax policy is developed, legislated and implemented, to ensure that the UK’s Tax system fosters a competitive environment for business. Chaired by the Exchequer Secretary David Gauke MP, the forum will meet bi annually.

Chris Sanger joined Ernst & Young as a Partner in 2005. He was formerly an adviser to HM Treasury, advising the Chancellor of the Exchequer, Junior Ministers and Special Advisers on the reform of the business taxation system. He is now Global Head of Tax Policy at Ernst & Young, Chairman of the Tax Faculty of the Institute of Chartered Accountants in England and Wales, and Vice-Chairman of the Management of Taxes committee of the Chartered Institute of Taxation.

Vincent Oratore is a financial services partner at Ernst & Young, and works with a multinational portfolio of clients. Vincent specialises in advising the financial services sector on the tax implications of transactions in the capital markets. In addition to his role at Ernst & Young, Vincent is also President of the Chartered Institute of Taxation and a Liveryman of the Worshipful Company of Tax Advisors.

Commenting on his appointment, Chris Sanger said: “In an environment where multinational companies can often work as easily from Switzerland as they can from the UK, maintaining the UK’s competitiveness is a major challenge for the Coalition government. Competitiveness is about a lot more than just the headline rates of tax. In order to remain an attractive destination for business, UK tax policy needs to address the tax base and tax administration.”

Vincent Oratore added: “It is really encouraging that, through this group, reforms to tax policy making will be informed by those in the profession. Through consultation and the combined experience of the forum’s members, we can help provide a framework for tax policy that provides both certainty and clarity in the short term and beyond.”

Category: Ernst Young, Tax Professionals Forum | No Comments »
Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 22, 2010

DLA Piper today announced that it has appointed Stephen Hoyle as a partner and Head of UK Tax. Stephen, a specialist in corporate tax and structured transactions, joined DLA Piper’s London office on 19 July from Ernst & Young, where he was a senior-ranking tax partner.

With a mandate to strengthen the UK Tax team and support the strategic growth of the Corporate, Real Estate and Finance practices in the UK and the US, Stephen will lead and expand a team that provides a full range of tax services, including advice on transactional matters, asset finance, structured finance, corporate reorganisations, capital markets and IPOs, VAT, property and Inland Revenue investigations.

Stephen is a highly-experienced tax lawyer who has worked on all aspects of corporate tax and structured transactions in the UK and US markets. Prior to joining DLA Piper, Stephen was a partner in the International Tax Services group at Ernst & Young. Before that he was a managing director in Deutsche Bank’s Structured Capital Markets group, following 18 years as a tax partner at Freshfield Bruckhaus Deringers. At Deutsche Bank AG’s London branch Stephen worked on front office origination of investment and financing transactions for the UK and US markets, and infrastructure. At Freshfield Stephen advised on all aspects of corporate taxation but specialised in structured transactions and insurance business.

In recent years DLA Piper has strengthened its tax capabilities around the world, recruiting international tax experts in New York, Los Angeles, France, Poland, Russia, Germany and Italy. Stephen’s arrival builds on that trend and will see DLA Piper expand its UK team and develop the range of tax services it provides to its clients.

“Stephen joins our tax practice at an exciting time as we are expanding our capabilities globally and his arrival will enable us to enhance the service we offer to our clients in the UK and internationally, said Roderik Bouwman, EMEA Head of Tax at DLA Piper. Roderik continued: “Our UK tax practice is an important part of our broader tax offering and with Stephen’s experience and leadership we will build our UK team in order to leverage the capabilities of our global platform.”

Andrew Darwin, EMEA Managing Director at DLA Piper, said: “We tried to hire Stephen two years ago and are therefore very pleased that he has now agreed to join us. Tax is a growing part of our practice, both in Europe and globally, and we believe Stephen will make a significant contribution to its future development, bringing a combination of expertise, experience and client relationships.”

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 20, 2010

The Chancellor George Osborne and Exchequer Secretary David Gauke today established the Office of Tax Simplification (OTS).

The Chancellor has appointed a Board of tax experts who will be responsible for leading the work of the OTS over the next year. The Board Members are Michael Jack (Chairman) and John Whiting (Tax Director).

Their responsibilities will be to identify areas where complexities in the tax system for both businesses and individual taxpayers can be reduced and to publish their findings for the Chancellor to consider ahead of his Budget.

The OTS will undertake two initial reviews over the coming year. They will focus on tax reliefs and small business tax simplification (including IR35). The OTS will publish the initial findings from their work on reliefs in late autumn and on small business tax by the 2011 Budget.

The OTS will also draw on external expertise from the tax and legal profession over the coming months. These experts will focus on specific areas of complexity in the tax system and provide additional advice to the OTS.

The Government is committed to making the UK the most competitive country in the G20 and to reducing the complexity in the tax system. Over the past decade, the tax code doubled to more than 11,000 pages and the UK slipped from 7th to 13th in the World Economic Forum’s Global Competitiveness Index between 1997 and 2009-10.

This trend needs to be reversed, and the OTS is an important part of making the tax system work better for the taxpayer.

Chancellor George Osborne said:

“The previous Government took a complex tax system and made it even worse. A decade of meddling and intervening has made the tax affairs of millions of families and businesses across the UK extremely complicated. We need to sort out this mess.

“Two years ago I promised to create the Office of Tax Simplification. Today, we’re delivering on that promise. With its independent, expert advice it will be a permanent force for a simpler tax system.

“Simpler, more competitive taxes will help us show the world that Britain is open for business.”

The Rt Hon Michael Jack, the Chair of the OTS, said:

“Entrepreneurship should never be stifled because of an overly complex tax system. That’s why I am delighted that the Government have committed themselves to looking at ways to simplify the tax system, with an initial focus on small businesses.

“Simplification in a complex world is a real challenge, but it’s one that has to be addressed if the tax system is not to hinder the economy’s ability to grow.”

John Whiting, the Tax Director of the OTS, said:

“I’ve long argued that we need a simpler tax system in the UK, so I’m delighted to be given the opportunity to take forward the Government’s commitment in that direction.

“In our complex world a truly simple tax system for all is probably impossible, but working towards a simpler system will help all who deal with it: taxpayers, especially the unrepresented, tax advisers and tax authorities.”

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Posted By Chris Bale on July 15, 2010

P. Scott Ozanus, 50, has been named vice chair – tax, and Jeffrey C. LeSage, 50, has been named national managing partner – tax for KPMG LLP, the U.S. audit, tax and advisory firm, according to an announcement today by John B. Veihmeyer, chairman and CEO of the firm.

Ozanus, who most recently was the U.S. firm’s west region managing partner – tax, succeeds Shaun Kelly, who will remain on the firm’s management committee, as he takes on another senior role for KPMG LLP, as the vice chair-operations.

LeSage succeeds Frederick “Rick” Smith as national managing partner – tax. Smith has assumed a key role within KPMG International. As vice chair – tax, Ozanus will be a member of the firm’s management committee and will direct a team of more than 4,000 KPMG tax partners and professionals. Prior to heading the west region for tax, he served as southwest area managing partner and managing partner of KPMG’s Dallas office. Ozanus has been lead partner for a wide range of public and private domestic and international companies, with a particular focus on private equity. Ozanus is a member of the Texas and American Institutes of Certified Public Accountants and is a graduate of Texas A&M University. Active in the Dallas community, he serves as chairman of the board, United Way of Metropolitan Dallas, as a board member of the Cox School of Business, and as vice-chair of Texas Heart Hospital Baylor Plano.

“We’re looking forward to Scott’s leadership during this important period for our tax practice and KPMG’s clients – as companies cope with legislative and regulatory changes, and seek clarity in complex challenges related to transfer pricing, restructuring, renewable energy and a variety of other areas,” Veihmeyer said. Henry Keizer, deputy chairman and COO of KPMG LLP said, “Scott Ozanus and Jeff LeSage are highly prepared to take on their new responsibilities leading the tax practice. Most important, they have an unwavering commitment to professionalism and client service, along with the strong team-building skills required to lead our national tax team of partners and professionals.” J

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 15, 2010

A change at the top of Noerr’s Tax and Private Clients Department is pending. Stefan Hölzemann (44), who has, together with Georg Edelmann (44), headed the department, will return as a board member to WTS World Tax Service in Munich at the end of August. He came to Noerr from that position in 2006. Both Edelmann and Hölzemann are Noerr Munich partners.

The Düsseldorfer partner Dr. Lutz Schmidt (47) will replace Hölzemann. Edelmann and Schmidt know each other from their time together in the former leading German tax law firm Haarmann Hemmelrath & Partner. “The leaders complement each other with their specialisations, so that almost the entire spectrum of Noerr’s tax advice is represented at the head of the Tax and Private Clients Department”, said Dr. Tobias Bürgers, Noer Co-speaker.

The department provides the following services:

• corporate and group tax
• restructuring
• acquisition structuring & joint ventures
• finanzing & leasing
• fund structuring
• VAT
• international & European tax law
• tax compliance
• private clients & succession planning

Schmidt became a Noerr partner on 1 May 2009. He came with a five-member team from a Düsseldorf tax boutique.

No least because of the arrival of that team, Noerr’s Tax, Advisory and Private Clients Department is well-positioned in all German offices. But not only there. In Central and Eastern Europe too, the law firm offers tax advice at the highest level in all its offices. Approx. 60 tax advisors, auditors and lawyers exclusively advising on tax law, 12 of whom (not including Hölzemann) are partners, belong to the department.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 14, 2010

Sutherland Asbill & Brennan LLP is serving as tax counsel to Tyco Electronics Ltd. in its $1.25 billion acquisition of ADC.

The transaction is structured as a tender offer to be followed as soon as possible by a merger.  The deal, which is subject to customary closing conditions, is expected to close in the fourth quarter of 2010 and will position Tyco Electronics’ Network Solutions segment as a leading worldwide supplier of broadband connectivity products.  Tyco Electronics Ltd. is a global provider of engineered electronic components, network solutions, specialty products and subsea telecommunication systems.

The Sutherland team is led by Tax Partner Robert S. Chase II in Washington, D.C., and includes Tax Partners H. Karl Zeswitz, Jr. and Michael R. Miles, both in Washington, D.C.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 14, 2010

WTP Advisors, a global tax and business advisory consultancy, has announced an alliance with Hopkins Consulting, a UK-based tax and accounting firm. This partnership enables the award-winning WTP Advisors to offer tax and compliance services for both UK companies as well as multinationals with UK outfits.

“WTP and Hopkins share similar expertise and philosophies. We have a wealth of ‘big four’ experience but prefer stronger relationships with our clients which in turn lead to tangible, valuable results for their companies,” says Ian Boccaccio, co-founder and principal of WTP Advisors.

And both WTP Advisors and Hopkins Consulting have a history of winning clients away from the big four because of their ability to respond on a dime, their efficiency, and their technical know-how.

However, while most of WTP Advisors’ existing clients have international operations, they tend to engage the big four for their tax compliance and accounting needs abroad.

“They do this for convenience, because the big four can provide global coverage,” explains Boccaccio, “however, we hear that some clients are dissatisfied with the cost and quality of the product they receive so we want to provide a WTP alternative to these clients for their international needs, much in the way we market an attractive alternative in the United States.”

In short, bringing a WTP branded UK firm to market for its clients will give WTP Advisors the foot-in-the-door it needs to compete for international business. Hopkins has existing relationships with firms in Europe and in Ireland that WTP will seek to leverage.

“We are thrilled to be a part of WTP Advisors,” says Simon Hopkins, CEO and founder of Hopkins Consulting, “WTP’s expansion reflects its rapid success in this space, and supports the philosophy that people prefer a hands-on approach that emphasizes practical advice based on technical detail.” Hopkins began the consultancy after working for more than a decade with Ernst & Young, one of the largest tax consultancies in the world. While there, he worked with major multinational corporations including Coca-Cola, Harley-Davidson, Times Mirror, GB Airways and DKNY.

Category: Hopkins Consulting, WTP Advisors | No Comments »
Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 12, 2010

Cambridge Bancorp and its subsidiary, Cambridge Trust Company, recently announced the appointment of Michael P. Panebianco as Vice President & Trust Officer at Cambridge Trust Company of New Hampshire. He will be based in the Exeter office.

Mr. Panebianco joins Cambridge Trust Company of New Hampshire as an attorney with more than fifteen years’ experience in trusts and estates planning. Most recently, Mr. Panebianco served as a director at Cleveland, Waters and Bass, a pre-eminent law firm in New Hampshire, widely recognized for its statewide business practice.

“We are excited to have Michael join the Cambridge Trust team,” said Todd D. Mayo, President of Cambridge Trust Company of New Hampshire. “With the continued growth of our wealth management practice, Michael’s expertise in trust and estate law will be a tremendous asset to Cambridge Trust Company of New Hampshire, and he will be a valuable resource for our clients.”

In addition to his expertise in trusts and estates, Mr. Panebianco also specializes in nonprofit law and serves on the Executive Committee of the New Hampshire Estate Planning Council and as Co-chair of the Community Bridges Family Support Council. He previously served as an Adjunct Professor of wills, trusts and estates at Franklin Pierce Law Center in Concord, New Hampshire.

Mr. Panebianco received his B.A. from Le Moyne College and earned a J.D. from Hofstra University School of Law and a LL.M. in Taxation from Georgetown University. He is in the process of relocating to the seacoast area of New Hampshire with his wife and two young children.

About Cambridge Trust Company of New Hampshire

Cambridge Trust Company of New Hampshire, a division of Cambridge Trust Company, offers wealth management services at two New Hampshire locations, Concord and Exeter. Cambridge Bancorp and its subsidiary, Cambridge Trust Company, is one of New England’s leaders in wealth management with more than 120 years of experience and $1.4 billion in assets under management.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 12, 2010

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Leading Welsh accounting firm, ktsowensthomas, has appointed a tax strategy specialist to its team as the firm continues to widen their tax consultancy services.

Stephen Williams, 38, from Cardiff, joins the team as Head of Tax Strategy, having previously advised on all aspects of business, property and personal tax for Clifford Chance LLP and PriceWaterhouseCoopers.

A qualified solicitor, Stephen has specialised in corporate tax planning and structuring, financing and refinancing tax strategies and high value corporate transactions and reorganisations, eventually gaining experience at Senior Associate level at Clifford Chance.

Now responsible for the strategic development of the ktsowensthomas tax practice, Stephen will be utilising his wealth of experience in corporate and personal tax to help raise the profile of the firm’s taxation practice and to strengthen its service offerings.

On his appointment, Stephen said: “I am delighted to be joining such a dynamic and forward thinking firm and I look forward to putting my experience in advice and consultancy to good use with the diverse client base that ktsowensthomas has built.

“The firm is very well positioned in the market, even more so in the current economic climate, when clients are searching for value for money. Well placed to deliver a three dimensional service to the South Wales business community and beyond, this is a firm which has the ability to take on bigger businesses, at far more competitive rates; a firm which I am, consequently, extremely excited to be joining”.

Craig Blackmore, Director of ktsowensthomas said: “I am confident that Stephen will make a significant contribution to the team. He brings with him an in-depth knowledge of taxation and an understanding of tax implications from the perspective of both a qualified solicitor and a tax adviser.

“Not only will he be able to offer our clients quality commercial advice, but he will be able to work with businesses that require commercially oriented, specialist transactional tax and structuring planning. Consequently, our offering will be greatly strengthened with Stephen’s input”.

ktsowensthomas is a firm of three-dimensional accountants and tax advisors with a head office in Cardiff and a regional office in Aberdare.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 9, 2010

The State Tax Group of Reed Smith LLP has announced the addition of Walter Nagel as a partner in the firm’s Washington, D.C., office.

Mr. Nagel was formerly of counsel in Sullivan & Worcester’s Washington, D.C., office.

“Walt is a nationally recognized expert in multistate taxation of major corporations with particular expertise in telecommunications taxation,” said Lee A. Zoeller, Practice Group Leader of Reed Smith’s State Tax Group. “Telecommunications currently is an in-demand area, and he will add additional strength to the firm’s growing state tax team.”

With the addition of Mr. Nagel, Reed Smith’s State Tax Group has more than two dozen lawyers in Chicago, Los Angeles, New York, Philadelphia, San Francisco and Washington, D.C. All have specialized industry or geographic expertise.

Mr. Nagel, a past chair of the American Bar Association’s Committee on State and Local Taxes, built his practice on his extensive knowledge of, and experience with, the state tax matters affecting telecommunications companies, including tax policies and major tax controversies faced by the nation’s largest communications-focused corporations. He has a strong background in the corporate sector, including service as Vice President and General Tax Counsel for MCI. He was also President of Peracon, an electronic commerce company. His expertise extends to providing advice to technology- and Internet-focused companies.

“The combination of Reed Smith’s preeminent, nationwide, state tax practice and its expansive geographic footprint provide precisely the right platform from which to expand my practice,” said Mr. Nagel. “In addition, the firm currently serves many of the nation’s top telecommunications firms, with whom I look forward to developing strong relationships. I am confident my capabilities will be of benefit to the firm’s clients.”

Mr. Nagel has counseled the Multistate Tax Commission on the development of a model telecommunications income-tax statute. He has also published numerous books and articles in his areas of expertise. A 1984 graduate of Rutgers University Law School, he earned an M.B.A. from Rutgers in 1988, and an LL.M. in Taxation from Georgetown University Law School in 1990.

“Many of us have worked with Walt over the past two decades,” said Washington, D.C. tax partner, Don Griswold. “He is a very talented tax professional, who we know will be able to help us continue the growth of this important practice, as well as contribute to our overall reputation for excellence.”

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 9, 2010

Goldcorp has announced the promotion of Mark Ruus to Senior Vice President, Tax.

Goldcorp is North America’s fastest growing senior gold producer. Its low-cost gold production is located in safe jurisdictions in the Americas and remains 100% unhedged.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 8, 2010

Begbies Traynor Group, the specialist professional services consultancy, have announced the expansion of its BTG Tax business with a seven-strong team joining the London office from Vantis Plc.

Effective from 1 July 2010, Don Mavin will become Managing Partner of the enlarged London BTG Tax business, responsible for the further development of the Tax practice in the South East region. Don was formerly National Head of the Tax Disputes & Litigation group at Vantis Plc and brings with him his Customs Investigation and Litigation team of Allan Brown and Martin O’Neill, Directors, and Simon Sutcliffe and Ian Manly, Consultants.

Peter Fairchild, also joins BTG Tax from Vantis Plc as Partner, providing private client tax advice. Peter’s extensive expertise in the Sports sector complements BTG Tax’s existing national expertise in this area and will provide a strong platform from which to develop this offering in the London market.

Ric Traynor, Executive Chairman of Begbies Traynor Group said:
“We are pleased to welcome such a high calibre team of tax experts, further enhancing the Group’s existing national presence in the specialist tax market.”

“Their addition represents a significant expansion of our London Tax business and we look forward to supporting their successful integration, providing a strong platform from which to further develop BTG Tax.”

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 7, 2010

haysmacintyre, the London-based firm of Chartered Accountants and tax advisers, appoints Andrew Jupp as its new Head of Tax from 1st September 2010. Andrew was formerly National Head of Tax at RSM Tenon, and before that a tax partner with Ernst & Young.

Commenting on the appointment, Managing Partner, Simon Wilks, says “We are delighted to welcome Andrew on board to help further grow our tax practice which now has over 30 professionals in areas as diverse as corporate, employment, charitable and private tax as well as VAT. To attract such a high calibre and well-known name in the profession demonstrates our increased presence in the market-place and our commitment to providing proactive and commercial tax advice to our clients.”

Andrew says: “I am extremely excited about this opportunity; haysmacintyre has established a very strong presence in the corporate SME sector, and has grown its work in the corporate finance field, particularly with the small caps. With 25 years’ experience working with these types of clients – as well as those in areas where haysmacintyre is really well known such as charities and private clients – I very much look forward to leading the team. As the UK economy picks up, clients will be looking for practical and commercial tax advice to ensure that they lead the UK out of the downturn”.

Andrew’s appointment brings the number of partners to 24, with some 160 staff and places the firm as one of the leading independent professional services firms in the UK.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 7, 2010

Loeb & Loeb announced today that Chris Campbell has joined the firm’s Tax Group as a partner in the Los Angeles office. Campbell will be joined by associate Ryan Austin. Campbell and Austin join from O’Melveny and Myers.

Chris Campbell focuses his practice on federal and state tax controversy representations and general state and local tax matters. He has substantial experience handling audits, appeals and refund litigation in connection with income taxes, sales and use taxes, property taxes, employment taxes, business license taxes and occupancy taxes.

A significant portion of Campbell’s practice has involved advising on the tax consequences of restructuring transactions and handling tax audits and litigation for companies in bankruptcy. In addition, Campbell routinely provides a broad range of federal and state tax advice in connection with commercial transactions, mergers and acquisitions and entertainment-related corporate work.

Campbell represents a diverse group of clients, including retailers, wholesalers, manufacturers, producers of raw materials, utilities, lenders, television networks, motion picture studios, independent production companies and individuals. He has particular experience with clients in the aviation industry, including aircraft leasing companies, charter companies and managers of fractional programs.

“We have been looking to strategically grow our tax practice in the area of tax controversy and litigation and Chris brings substantial expertise in these areas,” said John T. Frankenheimer, co-chairman of the firm. Co-Chairman Michael Beck added, “We handle a great deal of real estate and entertainment-related tax work, and we’ve built an excellent reputation for providing advice about tax aspects of corporate and financial services. Chris and Ryan and the work they do will fit neatly into our established team here.”

Campbell was previously counsel at O’Melveny & Myers. He earned his J.D. from the University of Michigan, cum laude. He earned his B.A. in Economics at Dartmouth College.

Austin was previously an associate at O’Melveny & Myers and an extern at the U.S. Department of Justice, Civil Tax Division (2005). He earned his J.D. from the University of Michigan, magna cum laude and Order of the Coif. He received an M.A. in Philosophy from the University of Notre Dame and a B.S. in Philosophy, cum laude, from the University of Utah.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 7, 2010

Simon has wide experience in the tax profession, having worked for the Inland Revenue and large international accountancy firms as well as operating his own practice. He currently works in the City of London for Argenta Taxation Consultants.

Taking up the appointment at the Association’s AGM today, Simon Braidley said:

“It is a great honour and privilege to become the President of the ATT.

“Founded 21 years ago, the ATT has now come of age. Our 21st year is the ideal launch pad to further promote the Association to our members and potential members. The majority of our branches will be hosting special 21st anniversary events. I look forward to attending as many of them as possible.

“A priority of my presidential year is to ‘engage the membership’. The surveys undertaken in 2009 have helped the ATT Council and its committees appreciate what our members and students want from us. As a result we are developing a strategy to take the Association through the next stage of its adult life. This includes our new website, overseas examination centres and the appointment of our first Technical Officer. I believe John Kimmer’s appointment will strengthen the ATT’s influence and impact on government and other policy makers.

“Additionally, the AGM has just ratified a special resolution allowing for the introduction of a new membership category of Fellow. The title of Taxation Technician (Fellow) for suitably qualified members is a fitting development in our 21st year.”

Simon succeeds David Stedman as President. He is himself succeeded as Deputy President of the ATT by Andrew Meeson (who is also chair of the ATT’s Technical Committee). Stuart McKinnon is the Association’s new Vice President.

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Posted By Chris Bale on July 7, 2010

Baker & McKenzie tax partner Holly Klus McClellan, from the Firm’s Chicago office, will soon join the corporate tax group at General Electric as Transfer Pricing Leader, Tax Counsel, for Treasury and Capital Markets, effective August 16, 2010.

Ms. McClellan has been with the Firm since 1998 and has extensive experience in advising large multinational companies on a broad range of international tax and tax controversy matters, with emphasis on transfer pricing.

In her new role, Ms. McClellan will be responsible for transfer pricing matters, planning, audits and other controversies related to GE Treasury’s intercompany financial transactions.

“We congratulate Holly on her new position at General Electric,” said Len Terr, head of the Firm’s North America Tax Practice Group. “Holly has been an integral member of our world-class transfer pricing team, and we are proud to see one of our own take on such an important position.”

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Tags: tax jobs, tax vacancies, transfer pricing jobs

Posted By Chris Bale on July 7, 2010

Fiduciary Trust Company International, a leading wealth management firm headquartered in New York City, has announced the addition of Mary Davey and Lisa Marcus, who join the firm’s New York office as senior relationship manager and business development officer, respectively. Davey reports to Debra Feeks, head of relationship management. Marcus reports to Luke Fowler, director of business development.

“Fiduciary Trust is experiencing record growth as demand for our time-tested, full-service wealth management capabilities continues to increase,” said vice chairman and general trust counsel, Gail Cohen, who oversees the firm’s relationship management professionals. “Inter-generational wealth transfer is becoming increasingly complex as families look to establish legacies and hand the reins over to the next generation. Mary’s experience providing customized solutions to multi-generational families is an excellent complement to Fiduciary Trust’s holistic approach to managing our clients’ wealth.”

“Our growing team reflects the firm’s commitment to strategically expanding our business,” added Fowler. “Lisa’s in-depth knowledge of our industry, combined with her high energy and enthusiasm, will certainly contribute to our efforts as we look to build on the momentum of the past two years and work to build enduring relationships with our clients.”

Davey joins the firm with more than 25 years of wealth management experience. As a senior relationship manager, she is responsible for managing the delivery of the firm’s in-house expertise and global resources to best meet the multi-generational needs of clients and their advisors. Prior to joining Fiduciary Trust, Davey held positions of increasing responsibility at Citibank and Chase before taking over as managing director in the multi-family office division of U.S. Trust Company. She joins Fiduciary Trust from Morgan Stanley Trust where she was executive director of the Family Wealth Group. Davey earned her Bachelor of Science degree in 1985 from Fordham University and is a board member and finance committee member of the Mercy Center in the Bronx, NY.

Marcus joins Fiduciary Trust with more than 25 years of wealth management experience. She is responsible for building new investment and trust relationships with individuals, families and foundations. Prior to joining the firm Marcus was a managing director at Lehman Brothers/Barclays Wealth Management. Previously, she worked 18 years at U.S. Trust Company advising families with entrepreneurial wealth. In addition, Marcus was a senior tax accountant at Arthur Young. Marcus earned her Bachelor of Science degree in 1984 from Washington University in St. Louis. She is a board member of the Jewish Family Service of Northern New Jersey and a Washington University North Jersey Regional cabinet member. She holds Series 6, 7, 63 and 66 securities licenses.

Fiduciary Trust Company International, a leading wealth management firm, has served individuals, families, endowments and foundations since 1931. The firm specializes in strategic wealth planning, investment management, trust and estate services, as well as tax, custody and banking services. The firm and its subsidiaries maintain offices in New York, Miami, Los Angeles, San Mateo, Sarasota, St. Petersburg, Washington, D.C., Wilmington, London, Hong Kong and Grand Cayman. For more information, please visit fiduciarytrust.com.

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Tags: tax jobs, tax vacancies, trust jobs

Posted By Chris Bale on July 6, 2010

The global independent professional tax services network, WTS Alliance, announced today that it had admitted an Australian member firm to its network, WTS Australia Consulting & Advisory, a group of experienced Corporate and International Tax Advisers.

WTS Alliance was the first global network of independent tax firms, formed in 2003. It was founded by German tax advisory firm WTS, headquartered in Munich. WTS World Tax Service is one of the largest German firms in its industry with more than 400 employees. It has six German offices from Frankfurt and Düsseldorf to Hamburg.

WTS Alliance selects one member firm per country and now has 27 member firms and strong partners in more than 90 countries. It is rapidly expanding to meet the demand for tax consulting services of international and major medium-sized companies all over the world, and Australia is its latest destination.

WTS Australia has been established by a former big four senior tax partner, Cameron Allen, as CEO with a former colleague, Julie Ling, and is currently in a drive to recruit talent and admit new specialist tax partners. Mr Allen has 20 years of professional tax consulting experience and has worked on a number of large transactions in his career, including corporate restructures, public floats, trade sales and ATO negotiations. He is highly regarded by clients for his ability to provide high level, innovative and practical tax advice on complex, and often demanding, transactions. He has extensive corporate and international tax experience and more recently has focussed on clients in the manufacturing, life science and technology sectors.

Commenting on the new Australian WTS member firm, WTS Alliance spokesperson and Chairman of WTS in Germany, Fritz Esterer said, “Australian companies will now have more choice when it comes to choosing experienced independent tax advisers rather than looking to the traditional global audit firms for tax services”.

WTS Australia CEO Cameron Allen is excited about the challenge and opportunity to build a national tax services firm and is delighted to be part of the WTS Alliance. He said the Australian market was long overdue for an independent tax services firm with a strong global network where personalised service and practical and innovative advice is paramount. “Our independence allows our people to focus on providing tax advice without the burden of supporting an audit practice or conducting time-consuming conflict evaluations”, Mr Allen said. “Similarly, clients will also see the benefit of a dedicated tax services firm that focuses solely on the client’s tax needs without the distraction of large firm bureaucracy and administration. We intend to build a practice that excites our people which in turn will result in greater satisfaction for our clients.”

About WTS Alliance
WTS Alliance is coordinated by the German firm WTS AG Steuerberatungsgesellschaft The international consultancy network has outstanding tax expertise with 27 Alliance members in 92 countries

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 6, 2010

DLA Piper announced today that Michael F. Patton has joined the firm’s Tax practice as a partner in the Los Angeles office. Patton joins DLA Piper from Ernst & Young, where he was a Principal and a member of the International Tax Services Group in the National Tax Department.

Focusing on international transfer pricing, Patton has assisted multinational corporations in a variety of industries with IRS or foreign tax authority transfer pricing and other tax disputes, as well as in planning major cross border transactions. He was instrumental in obtaining the world’s first Advance Pricing Agreement (APA) and has assisted clients in negotiating over 100 APAs. He has also been active in dispute resolutions for clients in Examination, Appeals and through Competent Authority procedures.

“Mike is a nationally recognized advisor in utilizing the Competent Authority and APA processes to achieve greater financial stability and cash flow certainty for multinational companies who are facing material transfer pricing issues,” said David Colker, global chair of DLA Piper’s Tax practice. “He is well-respected within the tax community, including the IRS, and will be a tremendous asset to clients who are negotiating agreements.”

“Mike comes from a tax service industry leader and brings with him tremendous knowledge and experience,” added Michael Meyer, managing partner of DLA Piper’s Los Angeles office. “He will be a valuable addition to our growing Tax practice on the West Coast.”

Prior to joining Ernst & Young, Patton was an attorney in the IRS Chief Counsel’s office for 15 years, where he was responsible for technical issues, regulations and litigation related to transfer pricing. He was also the lead US Treasury negotiator in many matters with foreign governments and US possessions for tax information exchange agreements.

“Mike is a highly regarded practitioner who has developed one of the most sophisticated tax practices in all of California,” said Michael Lebovitz, a partner in the Los Angeles Tax practice. “We are pleased to add an attorney of his caliber to the Los Angeles office.”

Patton received a B.A. and J.D., with honors, Order of the Coif, from the University of Maryland and an LL.M. in Taxation from Georgetown University Law Center.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 4, 2010

Withers, the international law firm, has announced the promotion of an estate planning lawyer to partnership. Withers now has 109 partners, spread across the firm’s eight offices in Europe, the US, the Caribbean and the Far East.

Edward (Ed) Vergara is based in Withers’ New Haven office and works primarily with multi-national families making domestic and cross-border succession planning decisions. In addition to providing domestic and international estate planning advice, Ed has extensive experience advising with respect to investment or migration into or out of the United States. He has particular expertise advising those families and individuals whose affairs include a Latin American element and is a fluent Spanish speaker. Ed also advises U.S. beneficiaries of foreign trusts and foundations, as well as fiduciaries managing structures for the benefit of U.S. persons.

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Tags: estate planning jobs, tax jobs, tax vacancies

Posted By Chris Bale on July 2, 2010

Miller & Chevalier Chartered has announced that Robert S. Kirschenbaum has joined the Tax Department as a Member. He comes to the firm from Baker & McKenzie LLP, where he was a partner in that firm’s Transfer Pricing group.

Kirschenbaum is a recognized legal authority in the area of transfer pricing strategy and planning, and related tax controversy resolution. He represents U.S. and foreign-based multinational companies in a wide variety of industry sectors, including software, semiconductor, pharmaceutical, defense, financial services, and retail. A significant part of Kirschenbaum’s practice involves advising high-tech companies based in Silicon Valley. Miller & Chevalier has a long history of advising companies on the West Coast in the tax, employee benefits, litigation, and international trade areas. With the addition of Kirschenbaum and in light of the continued growth of Miller & Chevalier’s client base on the West Coast, the firm is establishing a presence in Palo Alto to provide enhanced service to these clients.

“We are so pleased to welcome Bob Kirschenbaum to the firm,” said Marianna Dyson, Chair, Miller & Chevalier. “He brings a wealth of significant government, industry and private practice experience in the transfer pricing area that will greatly benefit our multinational clients.”

Before joining Baker & McKenzie, Kirschenbaum was Team Leader for the Advance Pricing Agreement (APA) Program of the Internal Revenue Service (IRS). At APA, he was Japan Case Coordinator for the IRS Competent Authority negotiations and was responsible for negotiating and consummating approximately 40 unilateral and bilateral APAs.

“Transfer pricing is one of the most significant issues currently facing global enterprises,” said Patricia Sweeney, Chair of Miller & Chevalier’s Tax Department. “Bob is a recognized leader in the field and has an established reputation for his work helping companies to plan and defend their transfer pricing strategies, while structuring their businesses in a tax-efficient manner. In addition, he shares our commitment to exceptional client service, providing practical advice to meet client needs. Bob will be a valuable addition to our skilled team, which includes lawyers who have both senior government and private practice experience navigating complex matters in the international tax area.”

Transfer pricing presents challenging high-stakes tax issues and planning opportunities for multinationals today and is a critical component of proactively managing global tax obligations. It is also an area of intense focus by U.S. and foreign tax authorities, and significant disputes can arise. Some disputes can be prevented through careful planning or through APAs with one or more tax authorities, while others can be resolved through effective negotiation with taxing authorities and the mutual agreement process under tax treaties. Kirschenbaum has extensive experience assisting multinational companies in designing and implementing transfer pricing strategies and in resolving disputes proactively. His prior government experience serves him well in dealing with taxing authorities around the world.

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Posted By Chris Bale on July 2, 2010

Miller & Chevalier Chartered has announced that Stephen F. Gertzman has joined the Tax Department as a Member. He comes to the firm from Ernst & Young LLP, where he was a Principal and had served as its National Director of Federal Tax Accounting and Director of the Accounting Methods and Inventories Group in Ernst & Young’s National Tax Department.

Gertzman is widely recognized as one of the nation’s preeminent lawyers in the area of tax accounting, and his treatise, Federal Tax Accounting, is considered the leading authority on the topic. He has advised clients on the full scope of tax accounting issues and his industry experience covers virtually every major sector of the economy. His advice has often been sought by the U.S. Department of the Treasury and the Internal Revenue Service (IRS), and his writings have been cited in a number of court decisions.

“We are so delighted to welcome Steve to Miller & Chevalier,” said Marianna Dyson, Chair of Miller & Chevalier. “He brings an absolute wealth of knowledge and instant credibility in the area of tax accounting.”

“In addition to Steve’s recognized experience in tax accounting and his reputation for achieving extraordinary results for his clients, he has a reputation for great integrity in his dealings with the IRS and clients,” said Patricia Sweeney, Chair of Miller & Chevalier’s Tax Department. “The addition of such a preeminent legal authority strengthens and deepens our existing tax accounting capabilities and provides clients with an incredible level of knowledge, experience and value. Miller & Chevalier is extremely well positioned to advise clients in the current environment.”

Congress remains focused on identifying new sources of tax revenue, placing the IRS under ever-increasing pressure to close the “tax gap.” At the same time, the IRS is shifting much of its own investigative role to taxpayers themselves, putting unprecedented emphasis on transparency and disclosure. Pressure from other sources, including FIN 48, adds to the increasing stresses faced by corporate tax departments to “get it right.”

In this environment, however, getting it right is not always enough. By centralizing issue management, the IRS has changed dramatically the traditional dynamic encountered by taxpayers in defending their tax positions. This new landscape is particularly acute in the tax accounting area. Many of the issues identified by the IRS as raising the highest compliance concerns — and most likely to attract scrutiny on audit — are tax accounting issues. This heightens considerably the pressure on businesses in preparing, and equally importantly in defending, their tax accounting positions.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on July 1, 2010

RSM Tenon has announced that it has acquired the London, Epsom, and Leicester advisory offices, the national Financial Management operations and the Thames Valley Recovery office of its public competitor, Vantis.

Completing today, the acquisition sees circa 300 staff augment the existing RSM Tenon teams, adding up to an estimated £27 million to the firm’s annual fee income, for a total cash consideration of approximately £7.0 million.

The deal brings significant extra Audit, Tax and Advisory work across the three locations, especially to RSM Tenon’s London operation, reflecting the Group’s commitment to growth in the Capital.

Andy Raynor, the Chief Executive of RSM Tenon Group PLC said

“We have always admired the underlying businesses within Vantis, continuing to deliver outstanding client service to entrepreneurs despite the difficulties of the holding company. The resilience and skill of the people joining our teams is reflected in their loyal client following. This is a seamless fit with our own operations.”

The Vantis deal comes less than 6 months after the merger with Bentley Jennison at the end of last year, reinforcing RSM Tenon’s reputation for being one of the most dynamic accountancy firms in the UK today. Raynor commented:

“With acquisitions in the last six months totaling almost £100m of potential revenue, RSM Tenon has demonstrated the ambition for growth that we have always encouraged in our clients. Our ability to act quickly in completing this advantageous transaction has been aided by the continuing successful integration of our earlier RSM Bentley Jennison acquisition. Processes created and tested in that merger will be activated immediately by our dedicated teams.”

RSM Tenon is a leading provider of accounting and business advice in the UK and internationally. RSM Tenon is the 7th largest accountancy and business advisory firm in the UK, employing over 3000 people across 50 offices. RSM Tenon is the UK member of RSM International*, the 6th largest global accounting network with over 700 offices across more than 70 countries.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on June 30, 2010

Cooley LLP announced that Kathleen Pakenham has joined the firm as a partner in its national tax practice. She will be based in New York. Pakenham is a tax litigator with extensive federal tax and procedure experience and is a national authority in state tax shelter issues.

“Kathy brings to Cooley a robust tax litigation practice and a sterling reputation as an advisor on a wide range of tax law issues,” said Alan Levine, partner in charge of Cooley’s New York office. “She joins a highly regarded tax team that has built a reputation for its depth of experience handling tax controversies and the tax structuring of business transactions.”

Appearing in federal appeals courts, the United States Tax Court and U.S. district courts, Pakenham represents and advises clients in civil tax litigation, criminal tax litigation, summons enforcement litigation, tax compliance and government agency consultations. She is the youngest law firm partner listed in the Chambers USArankings for Tax Litigation. Already this year, Pakenham has tried two cases in U.S. Tax Court.

“We are delighted to have such a talented attorney joining Cooley’s tax practice,” said Stephen Gardner, head of Cooley’s New York tax practice. “Her experience handling a broad range of tax controversies, as well as her strong reputation among New York’s financial institutions, will immediately make her a valuable member of our tax group.”

Pakenham joins Cooley from White & Case LLP, where she was a partner. She earned her J.D., magna cum laude, from Brooklyn Law School and her LL.M. in Taxation from New York University School of Law.

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Tags: tax jobs, tax vacancies

Posted By Chris Bale on June 30, 2010

Simmons & Simmons has promoted eight to its partnership including Darren Oswick who is based in the London tax deparment.

Darren joined the firm as a trainee in 1999, and qualified in 2001 as a solicitor in England and Wales. He has a broad tax practice, with particular expertise in employment tax and private equity.

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Posted By Chris Bale on June 26, 2010

Leonard Schneidman, formerly of Pepper Hamilton LLP, recently joined the Boston office of WTAS LLC as a Managing Director in its International Tax practice.

Schneidman brings to WTAS a wealth of experience in providing counsel to clients with regard to structuring and operation of private investment funds, advising high net worth foreign investors with regard to U.S. investments and activities, and assisting both U.S. and non-U.S. corporate clients in tax-efficient structuring of their business operations. He has had significant involvement with issues of U.S. international tax policy and tax reform, including chairmanship of the American Bar Association’s (ABA) U.S. Activities of Foreigners and Tax Treaties Committee and co-chairmanship of the ABA’s Task Force on International Tax Reform. Prior to joining WTAS, Schneidman held positions with Foley Hoag LLP; Spengler, Carlson, Gubar, Brodsky & Frischling LLP; and Willkie Farr & Gallagher LLP, and has written and spoken extensively on international tax matters.

“Many of our clients have interests beyond the boundaries of the United States. Len’s expertise is a great resource for those clients whose business or personal transactions have multinational implications,” said Joe Comeau, the Office Managing Director in Boston.

“We are glad to have Len on board. He will bring additional depth to our international practice and his extensive experience will add real value to our clients and our firm,” commented WTAS CEO, Mark Vorsatz.

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Tags: tax jobs, tax vacancies