Dropbox has recruited Joel Edelmann as their new Global Head of Tax, effective June 2015.
Joel trained with KPMG but since leaving in 1988 he has worked only in industry – Amoco, then BHP Billiton and then Accenture where he was Tax Director for 9 years.
In 2011 Joel moved to Yelp, before the company’s IPO in March 2012. He ran both tax & treasury functions until May 2015 and been replaced by Edward Jajeh.
Online reviews company, Yelp, has recruited Edward Jajeh as their new Head of Tax. He will be based in the Head Office in San Francisco and reports to the CFO, Rob Krolik.
Edward joins from Riverbed Technology, an IT application performance company, where he has worked since 2007 as VP Tax, managing a team of 8 tax professionals.
In his earlier career he worked as Senior Tax Counsel at Chevron (2000 to 2007) and a tax manager at Deloitte (1996 to 2000).
Mr Jajeh replaces Joel Edelmann (whose title at Yelp was Senior Director Tax & Treasury). Joel has now joined Dropbox as Global Head of Tax.
Deloitte in Australia has announced 58 new partners, 8 of whom are tax specialists:
Patrice has been with the Firm since 2006, having previously worked with the ATO in the Large Business & International unit. She is based in the Sydney office and focuses on corporate & international tax work.
John joined Deloitte fairly recently, in July 2013, having previously been a Director at PwC. He is based in the Perth office and specialises in R&D Tax Incentives. John has had a varied career in industry, initially as an accountant but later on he focused on bid and tender management. He lead the Bid & Business Development team at Vix ERG in Africa & ME before joining PwC in 2011.
Anastasia also joined Deloitte Perth very recently, in February 2014. She was formerly with EY. She is an experienced indirect tax advisor with more than 15 years’ experience advising on the commercial implications and technical aspects of indirect taxes (including, GST, Fuel Taxes, Customs, VAT) across the oil & gas, hard rock mining, utilities and retail sectors.
Ockie is a transfer pricing professional with experience gained in the United Kingdom, South Africa and Australia (since 2005). He advise smultinationals on all aspects of transfer pricing, including the application of Australia’s new transfer pricing rules, preparing OECD compliant global documentation and negotiating Advance Pricing Agreements. In particular, he specialises in the transfer pricing aspects of financing arrangements (inlcuding the Arm’s Length Debt Test) and the Energy and Natural Resources industry. He is based in the Perth office and joined from KPMG in 2013.
Matthew has over 15 years’ experience in providing Australian tax advice. He mainly advises large corporate clients, particularly in respect of infrastructure transactions, M&A transactions, capital management, funds management, banking transactions and tax disputes.
Graeme has over 16 years’ experience in public practice with Deloitte, in both Australia and the United States, and his clients have included multinational corporations in a variety of industries with operations centered in a range of different countries. He has had considerable involvement in all facets of transfer pricing in Australia and has recently worked on a number of bilateral Advance Pricing Arrangement projects for companies in the technology, consumer goods and resources trading sectors.
Justin returned to Deloitte Melbourne last October, having spent 9 years with KPMG. He started with the Firm in 1998 and spent time in the UK Firm as well.
Claire Madai is relocating to New York from EY Stockholm, where she has spent the last 11 years, including three years as the Tax Quality Leader. She has joined the US Tax Quality team as an Executive Director in the National Tax Department.
Also relocating is Thomas Ralph who returns to EY as Executive Director in the National Tax Department – International Tax Services. For the last 14 years he has worked with the IRS, most recently serving as the Transfer Pricing Practice Territory Manager for the central part of the US. Prior to that he was a Senior Manager in the US Competent Authority office with responsibility for treaty relationships with some of the US’s largest trading partners. Ralph will serve as a US Transfer Pricing Desk in Europe and will be relocating from Denver to Munich, Germany. He previously worked at EY between 1996 and 2001.
Grant Thornton in Birmingham has promoted Sue Knight to the Firm’s partnership. In her new role Ms Knight will lead Grant Thornton’s 16-strong private client team in Birmingham, working with the region’s high and ultra high net worth individuals and their families.
Ms Knight joined the Firm in 2001 from Arthur Andersen, after qualifying as a CTA. Sue was listed in Tax Journal’s guide to the 40 leading UK tax professionals under 40 years of age for 2012/2013, has a law degree and a Masters in Taxation (LLM) and recently received a distinction in the STEP Advanced Certificate in Family Business Advising.
In addition to her leadership responsibilities, her own work involves:
• Tax and wealth structuring for individuals, their families and their companies
• Inheritance tax planning and trust advice (both onshore and offshore)
• Tax planning for non-UK domiciled individuals
• Offshore tax structuring
• Land and property acquisitions
• Entrepreneurial corporate tax work, including corporate reconstructions.
Andersen Global has announced its expansion into Latin America with the addition of well-respected firms NOVINT, Capin, Ibañez & Asociados and Montes, Hernández, López y Del Castillo, accounting and law firms, respectively, in Mexico.
“Latin America is the next major step in our firm’s growth, and Mexico will be the hub of our expansion,” said Mark Vorsatz, CEO of Andersen Tax. “Mexico is a very strategic addition in what we anticipate will be a robust presence throughout the region.”
These firms will be known in Mexico as Andersen Tax & Legal. The lawyers and accountants in the firms noted above joining Andersen Tax & Legal there will be the first in the Andersen Global family to adopt the name. Andersen Tax & Legal will have locations in Mexico City, Guadalajara and Monterrey and expects to add several additional locations before the end of the year.
More than 100 accounting and legal professionals will join Andersen Global as part of Andersen Tax & Legal in Mexico, including six accountants and seven lawyers as partners that provide deep tax expertise across many service lines, including international taxation, transfer pricing, corporate taxation and foreign trade. The legal department is well known for extensive legal experience involving tax law and litigation, tax planning, mergers & acquisitions, cross border transaction, capital markets and complex financial instruments, administrative law, commercial and civil litigation, wealth management regulation, financial law and labor law. Gil Andrés Lara Morales (pictured), CPA, and attorney Pablo Miguel Ibañez Mariel will lead Andersen Tax & Legal in Mexico.
“We are extremely excited to join Andersen Global and reconnect with our former colleagues with whom we worked at Arthur Andersen,” expressed Gil Andrés Lara Morales. “Our clients’ needs are increasingly international in nature and our integration with Andersen Global will ensure that they receive best-in-class service throughout the world.”
“Launching legal services in Latin America is an incredible opportunity for our clients, our firm and our people,” said Pablo M. Ibañez Mariel. Joining Andersen Global complements our existing legal services and, because of our shared history at Arthur Andersen, our core values and commitment to client service are fully aligned.”
With the additional locations in Mexico City, Guadalajara and Monterrey, Andersen Global now has 37 international locations and approximately 1,100 professionals worldwide. Andersen Global was founded by Andersen Tax in the United States in 2013. Andersen Tax was previously known as WTAS before changing its name in September, 2014 after acquiring the rights to the Andersen name.
Lowenstein Sandler has strengthened its tax practice with the addition of Michael Walutes as a partner in the New York office.
Mr. Walutes’ practice focuses on advising public and private companies, debt and equity funds, REITs and other entities on the tax implications of various transactions. Michael joins the firm from Robinson & Cole LLP. Prior to Robinson & Cole, he was a partner in the New York tax department of Morgan, Lewis & Bockius. He also previously worked at Sullivan & Cromwell.
“Michael’s experiences will add great strength and new dimensions to the sophisticated counsel in a wide range of tax related areas. Additionally, this is an important area of growth for the firm and I’m delighted that Michael has joined Lowenstein Sandler,” said Gary Wingens, Lowenstein Sandler chairman and managing partner.
Michael earned his J.D. from Yale University School of Law, and his B.A., Phi Beta Kappa, from The Johns Hopkins University.
Avalara today announced that it has acquired VAT Applications NV (iVAT), the developer of the iVAT suite of VAT compliance software and services for businesses of all sizes.
Based in Belgium, iVAT is an important acquisition for Avalara as it expands its global reach and accelerates its ability to provide accurate VAT content to support merchants in Europe and worldwide.
“This deal is a great win for Avalara and businesses dealing with the burdens of tax compliance around the world,” said Scott McFarlane, founder and CEO of Avalara. “Our goal is to offer the most comprehensive portfolio of cloud-based tax compliance solutions on the planet, and adding the iVAT portfolio is a big step in that direction.
“Over the past 14 months Avalara has extended its leadership in the US sales tax compliance industry with acquisitions of leading content and technology providers for US telecommunications, hospitality, fuel and other excise taxes, digital goods, as well as internationally with the addition of Brazil and now European VAT,” McFarlane continued. “We have surpassed every competitor that existed when we began disrupting this marketplace more than 10 years ago and now stand alone in the market with the breadth and depth of our coverage.”
iVAT offers a comprehensive array of VAT determination and compliance solutions, including a cloud-based tax determination and invoice preparation solution and an automated VAT compliance service for filing returns in all EU countries in the required formats and appropriate languages. iVAT customers range from small and medium enterprises to some of the largest firms in Europe. Although iVAT solutions will improve Avalara’s determination service offering – Avalara already provides calculation in more than 190 countries worldwide – the major advance comes from the addition of automated compliance services, alleviating significant burdens for any international business.
“As a market leader for cloud-based tax compliance automation, Avalara is an ideal match for VAT Applications,” said Prof. Patrick Wille (pictured), founder and CEO of iVAT and a recognised expert in VAT legislation. “Our extensive library of statutory tax content incorporates the rules and provisions that govern the determination of the applicable VAT regime. Joining forces with Avalara will help advance our business and meet the demands of today’s fast-growing global marketplace.”
“Filing VAT returns for goods and services sold in a single EU country is pretty straightforward, but cross-border transactions are extremely complex,” said Richard Asquith, vice president of Global Tax at Avalara. “We are very excited about extending the reach of iVAT to help businesses of all sizes reduce the risks and simplify the complexities inherent in this process.”