Morgan Lewis has recruited Gregory Hartker as a partner in San Francisco. Mr. Hartker, who focuses on US and global corporate and partnership tax issues, adds depth to the team’s international planning and transfer pricing capability. He was previously a leader of the West Coast tax practice of K&L Gates.
Mr. Hartker’s practice covers both taxable and tax deferred mergers and acquisitions, public and private debt instruments, and partnership and LLC structuring and operating issues. He combines this experience with an extensive international tax background, including areas involving Subpart F, Passive Foreign Investment Companies (PFIC), foreign tax credits, withholding, treaty issues, cost sharing, and cross-border transfer pricing. Mr. Hartker assists clients with investment fund structuring and represents investors in such funds. Additionally, he advises clients on the tax aspects of financial instruments including notional principal contracts and other derivative products and he played a key role in the development of the next generation of standard derivatives documentation following the enactment of the Dodd Frank Act.
“We are thrilled to welcome Greg, a lawyer with a deep range of experience in key areas that are in high demand by our clients,” Morgan Lewis tax leader Barton W. S. Bassett said. “Greg is well regarded in the tax community in California and across the West Coast of the United States, and his arrival complements the considerable strengths of our team.”
Reinsel Kuntz Lesher LLP (RKL), Certified Public Accountants and Consultants has announced that Jason Skrinak has joined the firm as the leader of its expanded State and Local Taxes (SALT) Practice.
Under Skrinak’s leadership, RKL’s state and local taxes practice will offer clients a wide range of planning and compliance services, such as sales and use tax consulting and process improvement studies; reverse sales and use tax audits; multi-state nexus analysis and planning; and for-hire motor carrier restructuring.
Skrinak brings nearly 20 years of public accounting experience to RKL and has significant experience representing taxpayers before Pennsylvania’s Board of Appeals and the Board of Finance and Revenue. He has also testified before the PA Senate Finance Committee on topics including state tax reform.
Prior to joining RKL, Skrinak was a Principal and State and Local Tax Practice Leader at McKonly & Asbury. He started his career in 1996 with Coopers & Lybrand (later PwC).
Tax Ops has hired Judy Vorndran to lead the state and local tax practice (SALT), developing efficient SALT management functions and advising businesses in all aspects of state and local tax compliance. She joined in September 2015.
Huw Witty has moved to Gordon Dadds as partner and head of tax. He joins from Fladgate LLP where he was partner and head of tax for six years. Prior to this he was Head of Tax at Richards Butler (which became Reed Smith).
Huw is widely known as a leading adviser on all tax aspects of corporate finance, venture capital, property finance, property and capital market transactions and funds, and international private wealth, the latter with a particular focus in Spain.
With more than 20 years of experience as a tax partner, he was described in Chambers Global 2014 as a “skilled and experienced tax lawyer” and is ranked as a leading individual.
Huw will work closely with tax director Roger Harding.
Adrian Biles, managing partner, comments:
“Huw’s appointment represents a significant strengthening of our UK and international tax advisory offering. This is a major step forward for the team and comes at a time of considerable growth and ambition for the firm as a whole. We look forward to working with Huw and to developing our presence in this area.”
“I am delighted to be joining Gordon Dadds. The firm’s diverse services and recent acquisitions are a testament to its forward thinking approach and ambition. They will also enable me to offer my existing clients access to the firm’s strong corporate and real estate practices. We will be working to develop the tax offering in line with the complex needs of a rapidly expanding client base, while ensuring a continued commitment to high quality service.”
BDO has announced the expansion of its San Diego practice through the addition of 31 partners and staff from CEA, LLP in Carlsbad.
Founded in 1978, CEA serves privately-held businesses in various industries, with a concentration of clients in the manufacturing, wholesale distribution, biotech, food and private equity industries. The transaction is expected to be completed on December 1, 2015
Wayne Berson, CEO of BDO USA commented:
“I want to welcome the partners and staff of CEA to BDO. This addition significantly expands our practice in the greater San Diego market. Combined with other additions, BDO has expanded into 20 new cities and added to our critical mass in 11 existing markets over the past three years. CEA’s entrepreneurial culture is a natural fit for BDO, and the firm’s deep-rooted presence in North County expands our footprint in the greater San Diego market.”
“In joining BDO USA, we feel we’ve found a national firm with a very compatible practice philosophy and culture to our own. We have been recognized as one of the best places to work in North County and BDO has received similar recognition at the national level,” said Thomas Applegate, Founding Partner of CEA. “We are a very successful firm and combining with BDO will allow us to amplify what we’ve built. Our clients will have access to a wider array of services, extensive industry experience and the resources of BDO’s extensive global network.”
BDO will maintain both its existing San Diego office in La Jolla and the previous CEA office in Carlsbad. Mark Stepka, a tax partner at CEA, will serve as the Tax Managing Partner.
Mr Stepka is currently responsible for the overall management of all aspects of client engagements at CEA including audits, reviews and compilations of annual financial statements, tax return preparation and tax advisory services, financial forecasts and budgeting. He has more than 20 years of experience providing business consulting services to entrepreneurial companies from start-ups to those with annual revenues of $1 billion. He assists with developing their business growth strategies, business financing, mergers and acquisitions, business valuation consulting, employee benefit plan audits and succession planning.
He graduated from Baldwin Wallace College with a degree in Accounting. He is a board member of the Association for Corporate Growth – San Diego Chapter and member and past president of the ACG, Cleveland chapter.
Accountancy firm RSM has promoted Melanie Reed to national head of corporate tax. Her base will continue to be Bury St Edmunds. This is impressive stuff from Ms Reed, who was still a senior tax manager at Grant Thornton in 2012.
Jim Meakin, RSM’s UK head of tax commented:
‘I would like to welcome Melanie into her new role as our UK head of corporate tax where she will have a crucially important role as part of our tax leadership team. She has a great deal of experience of advising businesses both in the UK and internationally, and I have no doubt her leadership will increase and further develop our existing corporate tax offering at this exciting time for RSM.’
Ms Reed has over 15 years’ experience advising companies and their shareholders on various taxation matters with clients ranging across all sectors and all sizes. She has always worked in the East Anglia region, training with Grant Thornton and then Ernst & Young before returning to Grant Thornton in 2004. In 2012 she joined an independent firm, Scrutton Bland, as Tax Partner, before joining Baker Tilly in 2014.
In her new role she will lead and further develop RSM’s national corporate tax offering.
Tax Grotto has had a look at Ms Reed’s linkedin profile, and it appears that she was ahead of her time. In the current climate there is much discussion about whether Firms should be hiring straight from school instead of looking purely at graduates. Ms Reed left school in 1997. She joined Grant Thornton in 1997. No mention of a degree. Well played.
To explore your tax career at RSM, please visit this link: http://www.etaxjobs.co.uk/candidate/recruiter-jobs-rsm-tax-&-accounting-jobs-1379.html
KPMG in Manchester has announced several promotions, including Daniel Head, who is now a partner in the Transfer Pricing team.
Mr Head joined the Firm 16 years ago, from Baker Tilly, and prior to his promotion he was already leading a team of 20 staff, offering TP services in the North of England and Scotland. His particular area of expertise within the transfer pricing space is Thin Capitalisation issues for UK Corporates.
Other promotions within the tax practice (to Director level) were Simon Chapman (operational taxes), Richard Nash (M&A), Joanne Brien (reward) and Mark Hagan (indirect tax)