3 new tax partners at Armanino LLP

On January 13, 2017, in Armanino, by Chris Bale

Armanino LLP, the largest independent accounting and business consulting firm based in California, today announced that Tony Lam, Min Riblett and Sergio Salas have been promoted to firm tax partners, effective January 1, 2017.

Armanino’s New Partners:

Tony Lam, tax partner, works in the firm’s San Ramon office where he assists closely-held businesses on tax consulting and compliance. With more than 15 years of experience, he leads the firm’s tax training program. Tony also serves on the board of directors of CalCPA’s East Bay Chapter.

Min Riblett, tax partner, works in San Ramon and has more than 10 years of experience with a specialty in tax planning, consulting and compliance for closely-held businesses and high net worth individuals and families. She is fluent in Mandarin and Cantonese, and is a founding member of the firm’s Women’s Advancement Network.

Sergio Salas, tax partner, is based in the firm’s Los Angeles office and has more than 17 years of experience. Sergio specializes in the real estate industry, advising clients on their personal taxes, as well as real estate transaction and deal structures. He also has extensive experience in partnership taxation.

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David Elliot Tax KPMGKPMG Newcastle has promoted David Elliot from Head of Tax to Office Senior Partner. The new role takes effect from March 2017 and Mr Elliot will replace Mick Thompson, who is retiring from the Firm in a few months.

Chris Hearld, KPMG’s north region chairman, said, “David is North East through and through, with a longstanding reputation in the regional market.

“The success he has delivered for our tax practice, developing deep specialisms, for example in capital allowances, innovation reliefs and incentives and M&A tax, plus his energy and appetite for client service makes him a superb fit for this market critical role, driving our strategy for further profitable growth in the future.”

Elliott said, “Having played an active role in this vibrant, regional economy for many years, I am delighted to lead one of the area’s most prestigious firms.The excellent KPMG team based here on the Quayside and our superb client portfolio makes the North East an exciting and rewarding place to work.”

Pure Search has announced that Helen Cottle is transferring to the New York office, to lead the growth of the US C&I Tax recruitment team.

‘It has certainly been a busy year for Pure Search US.’ says Barrie Sanderson, Managing Director of Pure Search US.

‘The landscape for Tax globally is undergoing significant change, which is shifting both the demands on tax functions and their advisors as well as the career paths available to tax professionals.  As a specialist tax recruitment business we have closely partnered with our clients to align or evolve their tax talent to this change and, by establishing our US office, have also expanded our capabilities to align with their needs.

Helen’s arrival in New York will further enhance our ability to deliver locally as we further establish our credentials in the domestic US. I am thrilled to have her on board.’

To view current tax assignments being handled by Pure Search US, please click here.

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PwC today announced an innovative agreement with GE to provide integrated, enterprise managed tax services to GE on a global basis. As part of this agreement, PwC will hire more than 600 of GE’s highly regarded tax team members from around the world and acquire GE’s tax technologies to further both PwC’s focus on the Tax Function of The Future and the provision of global enterprise tax solutions to the marketplace.

PwC has the largest tax practice in the US and the world with a global network of 41,000 tax professionals operating in 157 countries. Leveraging the proven experience and expertise of the GE team, PwC believes it has identified an opportunity that recognizes the future needs of a rapidly changing marketplace.

“The caliber of talent joining our firm from GE is remarkable,” said PwC Vice Chairman and Managing Partner Mark Mendola. “This arrangement will enable us to continue providing our clients with the very best tax services in an increasingly volatile and uncertain environment. Integrating GE’s talent with PwC’s broad capabilities will allow us to deliver upon the Tax Function of The Future in an increasingly digitally enabled tax world.”

The arrangement with PwC comes after GE looked to reevaluate the optimum delivery of these critical global tax services now and into the future. The new Global Enterprise Tax Solutions team will sit within PwC Tax and will provide managed services not only to GE but also to other PwC clients as well. The five-year, renewable agreement will be effective April 1, 2017.

GE Vice President and Senior Tax Counsel, Mike Gosk, added “The agreement allows us continued access to the world-class expertise of global leaders along with the flexibility to scale to the requirements of the changing GE portfolio. We are pleased to advance our longtime relationship with PwC in a way that provides an opportunity for other leading companies to tap into the world’s best tax team while providing outstanding career opportunities for those legacy GE professionals.”

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Nick Blundell TaxRSM has appointed Nick Blundell as its head of corporate tax in Birmingham.

Nick joins RSM as a partner after 18 years spent at EY, where he provided tax advice to local PLCs and owner-managed businesses, as well as private equity backed and overseas owned businesses.

Born in Birmingham, Nick is a law graduate from King’s College London and a chartered accountant.

Mark Taylor, RSM’s office managing partner in Birmingham said ‘The corporate tax landscape, particularly for small and middle market companies doing business overseas, is becoming a lot more complex.  We are therefore delighted to welcome Nick to the team who brings experience and expertise which will be invaluable to our clients in Birmingham and across the West Midlands.’

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Ryan today announced that it has acquired the key assets of Nickel & Company, a full-service real estate and personal property tax firm based in Tulsa, Oklahoma. The acquisition strengthens the market leadership position of Ryan’s Commercial Property Tax practice in Oklahoma and adds a team of seasoned property tax professionals to the largest property tax group in North America. The acquisition also adds a number of Fortune 1000 clients to Ryan’s premier client portfolio.  Dennis Nickel, owner of Nickel & Company, will work with Ryan to seamlessly transition the Firm’s national clients.

“We are excited to grow our network of property tax experts in Oklahoma through the acquisition of Nickel & Company and its specialty landlord billing work, which will play an important role in our ability to offer a more comprehensive suite of value-added services to our property tax clients,” said Shane Moncrief, Ryan Principal and Commercial Property Tax Practice Leader. “Nickel & Company clients will benefit from Ryan’s robust national footprint and property tax expertise across North America.”

“My associates and I are excited to be joining forces with Ryan to provide world-class property tax services to our long-standing clients,” said Dennis Nickel, owner of Nickel & Company. “Ryan is the industry leader in client service, and our clients will see tremendous benefits from their expansive geographic presence backed by their unwavering commitment to client service excellence.”

“This acquisition supports our strategic growth plan to maintain and build on our market leadership position as the largest firm in the world focused solely on corporate tax services,” said G. Brint Ryan, Chairman and CEO of Ryan. “We are pleased to add the skilled professionals of Nickel & Company to the Ryan team and are dedicated to providing our new clients superior value and results.”

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James Sykes SafferysSaffery Champness has today announced that James Sykes has been elected to a four-year term as the firm’s new Chairman. James takes over from incumbent Chairman David Macey, who has served in the role since 2013. 

James is a specialist in advising private clients, including families with landed estates and growing commercial enterprises. He trained with Saffery Champness, having joined as a graduate in 1987, and became a partner in 1997. James has previously sat on the firm’s Management Board, headed its Private Wealth Practice Group, and been Deputy Chairman.

Based in the firm’s London office, James will continue to advise clients across the UK alongside his duties as Chairman. This will include continuing to serve on the Partnership Committee as well as overseeing the management of the firm in close collaboration with Managing Partner Rob Elliott and Executive Partner Ben Bennett.

Rob Elliott, Managing Partner at Saffery Champness, commented:

“We are delighted that someone with James’ breadth of experience and deep commitment to the firm will be our new Chairman.

“We are grateful for all the hard work that David Macey undertook during his tenure as Chairman. David has played an important part in helping the firm to achieve consistent growth during the period, as we seek to become the go-to adviser to private clients and their business interests.” 

James Sykes added:

“I am very pleased and honoured to serve as the new Chairman of Saffery Champness. It is an exciting time for our business, and I look forward to helping to lead the firm to achieving new heights in the years to come.”

Carole Connor Tax Carole Connor has been appointed Tax Partner at Alexander Sloan, one of Scotland’s longest established firms of Accountants and Business Advisers which celebrates its 150th anniversary in 2017. 

A mathematics graduate of the University of Glasgow and a member of the Chartered Institute of Taxation, Carole will lead the firm’s tax department which is spread across its Glasgow and Edinburgh practices. She joins from RSM where she was Associate Director.

With over 20 years’ professional practice experience in taxation, Carole advises clients on a broad range of commercial issues as well as personal and family tax matters. She specialises in HMRC tax investigations and corporate tax, and is also experienced in managing tax risk for the not-for-profit sector.

She said: “I am excited to be joining the partnership of such a long-established and highly respected firm as Alexander Sloan just as it marks 150 years of serving Scotland’s business community.

“Alexander Sloan has a wide range of commercial clients across most business sectors and I expect to be kept busy providing each and every one of them with the best possible taxation advice.”

Phil Morrice, Managing Partner of Alexander Sloan, said: “Carole’s reputation as an exceptional, highly-experienced taxation professional precedes her and we are very pleased that she has agreed to join our partnership.”

“2017 is a very significant year for Alexander Sloan and Carole’s arrival straight after New Year gets the year off to the best possible start.”