Eversheds has appointed Deloitte Indirect Tax Litigation Director, Giles Salmond, as a partner in its London tax team. He will lead the VAT disputes and Indirect Taxes practice.
An indirect tax litigation specialist, Giles has represented a wide variety of companies across all sectors including multinationals and UK PLCs.
After being called to the Bar, Giles practised for 6 years at the Solicitor’s Office for HM Customs and Excise where he undertook complex prosecution work and latterly civil VAT and customs duty litigation, including many appearances before the VAT and Duties Tribunals. Giles then joined Garretts, the law firm associated with Andersen, before transitioning to Andersen and then Deloitte in 2002, where he became a Director in 2006.
A highly experienced litigator, Giles has a significant profile in the market having acted in a large number of cases both before the UK courts and tribunals and the European Court of Justice. His wealth of experience includes appearing as an advocate before the ECJ in a complex customs valuation case relating to the EU’s international agreements on trade (GATT and WTO).
Giles has been at the forefront of many landmark VAT cases, including acting for Condé Nast in the leading VAT case on time limits which established that the introduction of the three year cap in 1997 without transitional provisions was unlawful.
Giles has also been intrinsic in the mediation of tax disputes. He was involved in the first UK tax mediation and has since acted in a number of successful tax mediations.
Commenting on his appointment, David Jervis Head of tax said:
“Giles has developed a strong reputation in the market having acted for a wide range of clients across all sectors including consumer business, leisure and the financial services sector, having been involved in a number of high profile disputes with the tax authorities. We have recruited him to lead our VAT disputes practice at Eversheds.
“Giles’s appointment is a great addition to the team, to provide our UK and multinational clients with market leading expertise in complex VAT disputes.”
Giles Salmond commented:
“I look forward to joining Eversheds in the new year and working with the existing team to expand its capabilities and take on new mandates.”
Praxis Group has promoted Rupert Pleasant to MD of its fiduciary business. Rupert joined the Praxis Group in January 2012, and is responsible for marketing and business development within Switzerland.
Following a Law Degree from the University of Liverpool and time in the City, Rupert relocated to Hong Kong where he spent four years with Lloyds Bank Private Bank. He then moved to South Africa and completed an MBA at the University of Cape Town Graduate School of Business, before joining Barclays Wealth Management as Area Manager for the Western Cape region.
On returning to Guernsey he most recently headed-up the South African and CIS teams for Credit Suisse Trust and after seven years on the island he transferred to head office in Zurich where he was responsible for Credit Suisse Trust Product Management and Strategy. In 2008 he moved to Geneva as Managing Director of IFM Trust SA.
He sits on the Executive Board of the British Swiss Chamber of Commerce and is a member of the Alumni Board of the University of Liverpool.
The Praxis Group is an independent, privately-owned group of companies providing a wide range of bespoke professional services to private individuals, families and international corporate clients. We provide:
- Fiduciary Services
- Fund Administration
- Insurance Solutions
- Pension and Savings administration
- Real estate structuring and asset financing
- Cash management and foreign exchange
- Tax services
Collins Barrow Calgary has hired Jim McEvoy, CPA (New York), who joins the firm as U.S. Tax Partner. With over 15 years of experience, Jim began his career in New York with KPMG and holds a Masters in U.S. Taxation. His practice helps Canadian clients enter or exit the U.S. market, acquire or transfer U.S. based property and plan for U.S. federal and state corporate tax compliance.
“Collins Barrow Calgary is pleased to have a U.S. tax expert of Jim’s calibre on board to enhance our practice,” says Dean Woodward, Managing Partner. “Having tenured at a multinational accounting firm south of the border, Jim’s deep knowledge of best practices and his entrepreneurial and pragmatic approach helps ensure our clients’ success in their stateside operations.”
Renewables company Vestas has promoted David Mateu.
David has been with the Group Tax function since 2010 as Head of Tax for the Mediterranean and LATAM regions. He will now lead transfer pricing globally and continues to be based from Madrid.
David trained with KPMG and moved to PwC where he reached Senior Tax Manager grade. Since then he has held a series of high profile commercial tax roles, Tax Controller Europe at Bacardi Martini, Tax Director Iberia at GE Capital and Tax Director Europe at Checkpoint Systems.
In his new role he will be responsible for:
1. Setting up the Group’s Transfer Pricing agenda and strategy
2. Identifying & analyzing Global transfer pricing issues and opportunities within the Group
3. Developing recommendations to enhance the Group’s transfer pricing position
4. Implementing transfer pricing planning initiatives in a cross-functional setting
5. Advising business leaders on transfer pricing implications of business initiatives and planning opportunities
6. Ensuring compliance with global transfer pricing rules including maintaining contemporaneous global transfer pricing documentation, cost share arrangements and intercompany agreements.
7. Managing and leading transfer pricing controversies (MAPs, APAs, etcetera) and
developing audit defense strategies
8. Determining tax provision implications/ tax risk management of transfer pricing matters
9. Managing external tax counsel and global advisors
10. Monitoring changes in transfer pricing law and ensuring global compliance with TP regulations
Shirley Sicilian has joined KPMG as national director of state and local tax controversy in the firm’s Washington National Tax (WNT) practice. Sicilian will help oversee the delivery of indirect tax and the income/franchise tax controversy services to the firm’s clients on a nationwide basis.
“We’re extremely pleased to have Shirley join our WNT team at a time when many of our clients are experiencing increasing tax controversies at the state and local level,” said Brian Stromen, Partner-in-Charge of KPMG’s State and Local Tax practice. “We know that our clients will benefit from her extensive experience, technical knowledge and integrity.”
Prior to joining KPMG, Sicilian served as general counsel at the Multistate Tax Commission for the past seven years. In this role, she headed the legal division responsible for providing advice and assistance to the interstate governmental agency, whose membership includes 47 states and the District of Columbia. She was the author of a number of amicus curiaebriefs in state and federal appellate courts, including the U.S. Supreme Court, and managed staffing for Commission committees, including those responsible for the development of model business tax laws.
Before joining the commission in 2003, Shirley spent eight years at the Kansas Department of Revenue. During that time, she served as director of Policy and Research before being promoted to general counsel with responsibility for providing legal counsel to the Secretary of Revenue and representing the Department before the Kansas legislature.
Sicilian, who will be based in Washington, D.C., holds a Juris Doctorate and both a Master’s degree and a B.A. degree in economics from the University of Kansas.
Lee Kelley, most recently deputy tax legislative counsel in the U.S. Department of Treasury’s Office of Tax Policy, has joined Covington & Burling as a partner in the firm’s tax practice. Ms. Kelley, who has extensive expertise in consolidated returns and subchapter C, will focus on corporate tax matters, including structural and transactional planning.
While at the Treasury Department, Ms. Kelley developed legislation, regulations and administrative guidance concerning corporations and their shareholders, partnerships, exempt organizations, and tax credits for low income housing and historic rehabilitations. Prior to that role, she served as the deputy associate chief counsel for corporate taxation at the Internal Revenue Service, where she oversaw the issuance of taxpayer-specific guidance and participated in the development of the government’s positions in matters of tax controversy.
In addition to her government service, Ms. Kelley previously spent nearly a decade in the private sector at KPMG and Deloitte, where she focused on domestic and cross-border corporate tax issues.
“We’ve built an exceptional tax practice, and Lee’s deep experience at the highest levels of tax policy and administration adds significantly to the strengths and capabilities of our team,” said Timothy Hester, chair of the firm’s management committee.
“Having held the top executive-level positions focused on corporate tax in both the IRS Office of Chief Counsel and the U.S. Treasury Office of Tax Policy, Lee brings a unique knowledge and expertise to our tax practice,” said Daniel Luchsinger andReeves Westbrook, co-chairs of the firm’s tax group. “This is an exciting opportunity,” Ms. Kelley said. “I was attracted to Covington because of its strong tax practice, its reputation for providing excellent client service and its commitment to pro bono service.”
Ms. Kelley earned her undergraduate degree from Colgate University and a law degree from Rutgers University. In her spare time, she coaches a Special Olympics basketball team.
The Chartered Institute of Taxation (CIOT) and Association of Taxation Technicians (ATT) have appointed former CIOT President, Patrick Stevens, to serve as Tax Policy Director; he has assumed the post with immediate effect.
Patrick brings a wealth of experience to the role; his long and varied career as a tax specialist has enabled him to experience life in most segments of the profession, including sixteen years with Ernst & Young where he was a Client Serving Partner and spent a number of years as a managing partner of the growth markets part of the business. Prior to that he worked with mid-tier firms and small local practices. He is an experienced performer on broadcast media and in front of parliamentary committees.
As President of the CIOT in 2012-13, Patrick worked closely with his predecessor as Tax Policy Director, John Whiting, to raise the profile of the Institute and ensure a practitioner perspective is heard in the increasingly vociferous tax debate.
Commenting, CIOT President Stephen Coleclough said:
“Patrick is taking up this role at an exciting time; our membership continues to grow and the media profile of tax has never been higher. As our lead spokesperson to both media and political audiences, Patrick will be playing a crucial part in bringing light rather than heat to the tax debate and ensuring that the voice of the profession is heard by decision-makers and opinion-formers. Patrick’s tenure as President was marked by a renewed focus on making sure that the Institute was fully representative of all parts of the tax profession and I am keen that we continue in that vein.”
Yvette Nunn, President of the ATT, said:
“In Patrick, the ATT and CIOT have a tax heavyweight who will speak up for the profession. Patrick is held in high regard both for his ability to communicate and explain complex issues around tax to an unfamiliar audience and for his skill as a technical expert. I am looking forward to working with him to strengthen the ATT’s profile and further develop our input into the tax policy process.”
New CIOT and ATT Tax Policy Director, Patrick Stevens, said:
“I am delighted to become Tax Policy Director at a challenging but fascinating time in tax. The need for the profession to make its voice heard in the frequently cacophonous tax debate has never been greater. I look forward to working with Stephen, Yvette and the wider CIOT and ATT memberships to achieve this. The great strength of our organisations is the technical excellence of our members. That is why we are listened to and why real weight is attached to our views and our recommendations.”
Karen Barretto joins IOMA as its new Head of Product Development with responsibility for enhancing and adding value to the firm’s existing suite of structures. Debbie Mahanta, who was voted in Private Client Practitioner’s ‘Top 35 under 35’ in 2010, joins the Group’s Business Development team with responsibilities for developing its private client network and portfolio of corporate partnerships. Both team members will be based in IOMA’s London office in Cavendish Square.
The two senior appointments come during a period of expansion for IOMA as it enters into a renewed five-year marketing and business development strategy. Already one of the Isle of Man’s most established wealth management firms, IOMA was the first composite insurance company on the Island and has grown to become one of its largest independent financial services groups.
A graduate of Law from London Guildhall University and a registered Trust & Estate Practitioner since 2004, Ms Barretto has extensive experience in the wealth management sector having spent five years with Canada Life as Head of the Trust and Estate Planning team and two years as a Trust and Tax Manager with MetLife, joining IOMA from Barclays Private Wealth where she was Head of UK Trust Sales. Ms Barretto will draw upon this experience, as well as a raft of industry qualifications, to develop new products in line with the ethos of the Group and which are relevant to, and technically and legally compliant within, the private client world.
Commenting on her appointment, Ms Barretto stated: “It is important to be aware that we operate within an environment that is subject to ever changing law and regulation. Products must remain compliant with these changes and continue to be fit for purpose. However, with change comes opportunity. I have been in the industry long enough to witness changes in legislation that have impacted the financial services industry enormously. Yet some of the most innovative and exciting new products have come about as a result, and I hope to continue in that vein. I look forward to working alongside a Group of highly talented and motivated individuals who all share this common vision and provide high quality wealth management services to the private client world.”
Mike Batey, Director of Life and Pensions at IOMA, added: “The appointments of Karen and Debbie punctuate what has been a continual growth curve for the Group. As a niche wealth management organisation, we have a proven track record of delivering innovative solutions that has resulted in our growing to become one of the largest independent financial services Groups in the industry. Key to this success is the trust and peace of mind of our clients and this can only be achieved by appointment of the brightest and most committed talents available. I would like to welcome Debbie and Karen to the IOMA team and wish them the best of luck in what is sure to be a bright future.”