Ian Riley joins Longman Tax Recruitment

On December 24, 2011, in Longman Tax Recruitment, by Chris Bale

Ian Riley joined Longman Tax Recruitment in October 2011 directly from a Big Four firm based in Manchester. He was previously a M & A Tax Manager, having trained as a chartered accountant and spent over six years with the firm.

He specialises in advising candidates at all levels up to and including Senior Manager and deals with clients across the North of England. Ian is very well connected in the local market place and is able to offer candidates pro active career advice and insight. Given his background as an ACA having worked in tax he is also well placed to understand fully the needs of both clients and candidates alike and he offers a very professional and attentive service.


Northern Trust, a leading provider of financial services for individuals, families and institutions, announced today that Suzanne Shier has been named Tax Strategist for Personal Financial Services. In this role, Shier will write, speak, and provide thought leadership on federal tax issues of interest to the firm’s clients, with a special emphasis on charitable giving, trust law and tax legislation.

“Suzanne’s extensive experience in tax planning and wealth transfer will be of great value to Northern Trust’s clients,” Northern Trust Personal Financial Services President Jana Schreuder said. “In addition, Suzanne’s deep understanding of the complexities and practicalities of trust and estate administration is a perfect match with the firm’s role as a leading trust company.”

Shier, a 26-year veteran in estate planning, tax law and fiduciary administration, was a partner at Chapman and Cutler LLP where she led the firm’s Trusts and Estates Practice Group, representing individuals, charitable organizations, and corporate fiduciaries in a full range of estate planning and fiduciary administration matters.

Shier has earned numerous honors, including recognition as a Leading Estate Planning Attorney by Leading Lawyers Network. Super Lawyers magazine named her an “Illinois Super Lawyer” from 2009 to 2011. She is a fellow of the American College of Trust and Estate Counsel, and is an adjunct professor in the Master of Laws in Taxation Program at Northwestern University Law School.

In the Chicago civic community, Shier serves on the Executive Committee and the Board of Directors of Gads Hill Center, the Chicago Coalition of Women’s Initiatives in Law and as Chairperson of the Board of Directors of Chicago Scholars.

Shier earned her bachelor’s degree with distinction in economics and sociology from the University of Michigan. She has a law degree, cum laude, from the Loyola University Chicago School of Law and a master of laws in taxation from the DePaul University College of Law.

Northern Trust Personal Financial Services is a premier wealth management firm that works with high net-worth individuals, families and family offices, including 20 percent of the Forbes 400 wealthiest families. Northern Trust helps clients grow, preserve and transfer wealth, offering clients a consultative and goals-based approach to personal financial management


Deloitte has appointed Nicki Demby as a partner to its expanding Global Employer Services practice. Nicki is the sixth partner appointment to the team in six months.

Matt Ellis, Tax Partner and Head of the Global Employer Services group at Deloitte, comments:

“The Global Employer Services group at Deloitte comprises a market-leading team of over 700 professionals, 30 of whom are partners. Our extensive expertise in the area of global mobility, tax and remuneration has been hugely complimented by the appointment of these six new partners during the past six months, and we’re delighted to welcome them on board.

“Businesses face numerous human capital challenges at the current time, whether this is the complexity of doing business on a global scale or the increasing importance of emerging markets, there is a clear competitive need to find flexible, commercial solutions that reward and motivate employees to respond to these opportunities. At the same time, all employers need to satisfy the business demand for cost efficiency whilst meeting the vast and complex regulatory and tax requirements in each of the local jurisdictions in which they operate.”

The six partner appointments to the Deloitte global employer services group over the past six months include:

Nicki Demby, who has joined the executive compensation team from Towers Watson, is a well known adviser to the Boards of FTSE-100 and 250 companies. She has over 25 years’ experience in advising companies in the UK and internationally on remuneration strategy, pay benchmarking, short and long term incentive design, the effective communication of reward and consultation with institutional investors.

Nick Hipwell joined Deloitte from Clifford Chance in August. He is a share plans lawyer with over 12 years experience of advising public and private companies based in the UK and overseas on the design and operation of their share plans. He also has extensive experience of advising major multinationals on the legal issues relevant to the operation of their share plans globally.

John Lewis joined Deloitte from Ernst & Young in September. Based in the firm’s Reading office, he has 25 years experience in advising on all employment tax related matters. John specialises in HMRC employer compliance investigations, having previously been a criminal investigator for HMRC.

James Macpherson joined Deloitte from PwC earlier this year and has over 20 years experience working in the international mobility area. In particular, he has led a number of global engagements for clients based in the UK and within Norway in both the financial services and the oil & gas sectors.

Mitul Shah was promoted to partner on 1st December. He has over 12 years experience advising companies and their remuneration committees on all aspects of executive compensation. He also has extensive experience on designing and implementing incentive plans globally, advising on the tax, structuring and regulatory aspects.

James Warwick is an employment tax specialist based in London. Promoted to partner in July, he works with a range of large employers but has a primary focus on the financial services industry. James advises employers on the taxation of pay and reward, managing their employment tax risks and compliance obligations. He joined Deloitte in 2002.

Tagged with:  

McGladrey & Pullen, LLP, which operates under the McGladrey brand as one of the USA’s leading providers of assurance, tax and consulting services, recently named Jin Bahk as tax partner, based out of the firm’s Vienna office.

“At McGladrey, it’s all about understanding our clients – their business, their aspirations and their challenges,” said Rick Bailine, leader of the McGladrey Washington National Tax Corporate Tax and Transactions team. “Jin’s 17 years of tax and business experience demonstrates his understanding of the industry and will, no doubt, help us ensure our clients’ success.”

Bahk has 17 years of tax and business experience, having most recently served as director of global tax for a real estate private equity firm, where he was responsible for worldwide taxes for the funds, investments and investor reporting packages. He holds a J.D. from the University of Maryland School of Law and a B.B.A from Emory University.

“I like what McGladrey has to offer – to me as an employee and to clients,” said Bahk. “The ‘local touch’ that McGladrey provides clients, supported by the access to national and international resources, sets McGladrey apart. I look forward to thriving in the collegiate environment at McGladrey, and to helping clients meet their goals.”


Cherry, Bekaert & Holland, L.L.P. (CB&H), one of the USA’s largest public accounting and consulting firms, has announced that John Gonella, a certified public accountant, has been promoted to partner with the firm. Originally based out of CB&H’s Raleigh office, Gonella recently transferred to support the firm’s growth in the region. CB&H has served the Charlotte market since 1958.

A tax partner with more than 15 years of public accounting and tax experience, Gonella assists clients across a variety of industries through all phases of tax planning and compliance. Throughout his career, Gonella has worked primarily with public and private C Corporations in the manufacturing and distribution, technology and life sciences, and real estate and construction industries. He has extensive experience in ASC 740 GAAP reporting for income taxes, FIN 48 analysis, multistate and foreign tax issues, and consolidated entities.

Tagged with:  

Eric Westerburgen joins Baker & McKenzie as a partner effective January 1, 2012. He specializes in developing and implementing tax-driven international corporate and business restructurings, as well as transfer pricing and supply chain projects. His work will focus in North America, particularly on Baker & McKenzie’s US Focus Group. He previously worked at Ernst & Young.

Willem van Wettum, a partner at Baker & McKenzie said, “Eric Westerburgen will be a valuable addition to our already cutting-edge tax practice. “Baker & McKenzie has an excellent reputation worldwide, and with its fifteen offices in North America, it is considered as the premier tax law firm. With Eric Westerburgen’s arrival, we want to expand our reputation as one of the the best law firms specializing in tax for companies that are based in North America, as well as to European companies that do business in the region.”

Eric Westerburgen adds, “Baker & McKenzie has a fantastic international network and a preeminent tax practice that is very active throughout North America. My knowledge and experience with advising American clients will enable me to further expand both the inbound and outbound aspects of the multidisciplinary US Focus Group.”

The Tax Practice at Baker & McKenzie Amsterdam

The Amsterdam tax practice comprises more than 65 professionals who specialise in a wide variety of fields: tax law, economics and, foremost, transfer pricing experts. The International Tax Review (“ITR”) named Baker & McKenzie’s tax practice as the “Tax Firm of the Year in 2011.” Our firm also won this award in 2008. After naming Baker & McKenzie as the “European Indirect Tax Firm of the Year” in 2009, ITR named our Transfer Pricing Team as the “Transfer Pricing Team of the Year” in 2010.

Tagged with:  

Alvarez & Marsal Taxand, LLC, a founding member of the first global network of the world’s leading independent tax firms, announced that Alan Kirschenbaum, Kent Wisner and Jeffrey Kendall have joined as managing directors in the Miami, San Francisco and New York offices, respectively.

“We are very fortunate to have these outstanding professionals join our team and bring valuable expertise to our portfolio of offerings,” said Robert N. Lowe, Jr., head of Alvarez & Marsal Taxand. “As a founder of the Taxand global network, A&M Taxand now has a presence in 50 countries and an unparalleled commitment to client service. With additional expansion planned for 2012, we are excited to welcome these senior tax and business professionals to our world class team.”

In his new role at A&M Taxand, Mr. Kirschenbaum will help clients and potential clients understand and act on the tax implications of their business growth and performance improvement decisions. Additionally, he will play a lead role in continuing to build and expand A&M’s tax practice, and help to leverage the advisory and management capabilities of Alvarez & Marsal. Earlier in his career, Mr. Kirschenbaum served as chief financial officer, assistant treasurer and director of tax for Fortune 500 companies and start-up organizations. A graduate of the University of Florida and Nova Southeastern University, he is a member of the American Institute of Certified Public Accountants (AICPA).

Mr. Wisner, who most recently led the Silicon Valley tax practice of global law firm K&L Gates LLP, will play a lead role in growing the northern California tax practice. An M&A and international tax expert, he previously served as an international partner in the tax practice of Baker & McKenzie, as well as a principal providing international tax services in the Big Four environment. A graduate of Stanford University, the Fletcher School of Law and Diplomacy at Tufts University, and the University of Virginia’s School of Law, he serves on the faculty at the Boalt Hall School of Law at the University of California at Berkeley where he has taught international taxation law since 2001.

Mr. Kendall will serve as managing director of Tax Business Development and Client Relations. With his experience in long-term strategic account planning, he will take a lead role in helping to grow the tax practice. Prior to joining A&M, he spent 13 years in the tax practice of Deloitte. Earlier in his career, he held leadership positions in tax management of local and regional CPA firms while serving as the lead tax adviser to the firm’s tax clients. A graduate of St. Thomas Aquinas College and Pace University, he is also a member of the American Institute of Certified Public Accountants (AICPA).

Tagged with:  

Caroline Garnham has left the partnership at Lawrence Graham and is now focused on running Family Bhive, a social network site she founded for wealthy families and their advisers.

As well as private clients with more than £5 million in investable wealth, Family Bhive is used by a number of corporate clients such as C. Hoare & Co, Lord North Street, Investec and Vestra Wealth.

The site is free to all wealthy individuals but the corporate clients pay a subscription fee.

Tagged with: