Tax Jobs Uk tax positions Movers & Shakers in the global tax market tax directory Wealth Management Jobs Wealth Management News

Ryan has announced that the Firm has signed an agreement to acquire WTP Advisors (WTP).

Michael Minihan (pictured) and Ian Boccaccio, co-founders of WTP, will join the Ryan executive leadership team as Principals to support the integration and drive continued growth and international expansion. Ian Boccaccio will also serve as Principal and Practice Leader of Ryan’s International Tax practice.

WTP AdvisersThe acquisition will add a team of experienced tax professionals to provide additional knowledge and client support across multiple practice areas, including international tax, credits and incentives, state and local tax, and federal tax. WTP’s core capabilities in international tax compliance and tax provision services will drive growth in Ryan’s rapidly expanding International Tax practice.

It also adds a large complement of respected companies to Ryan’s portfolio of clients across the world. Revenue generation and accelerated return on investment will be realized by offering WTP clients additional access to the Firm’s integrated, single-source solution of more than 45 global tax practices for improving cash flow and minimizing tax liabilities.

“WTP clients will benefit tremendously from the unparalleled tax knowledge, expertise, and commitment to client service that our newly combined team of tax professionals will provide,” said Michael Minihan, Partner and Co-Founder of WTP. “This acquisition will support a new phase of international growth and expansion for Ryan, and the legacy professionals of WTP will play a key role in our future success,” said Ian Boccaccio, Partner and Co-Founder of WTP.

“This acquisition represents another key milestone in the successful execution of our global growth strategy,” said G. Brint Ryan, Chairman and CEO of Ryan. “As we continue to build market leadership in tax services through acquisition and organic growth, we remain committed to providing our clients world-class service and superior results.”

Certain assets associated with WTP, including the WTP Exchange and Worldwide Trade Partners, LLC entities, will remain independent and are not included in the acquisition. The parties expect that the transaction will close by the end of November.

Tagged with:  

Andersen Tax has welcomed MDR Advisory Group to the Andersen family.

MDR provides national, international and corporate tax work to individuals and businesses in Switzerland and Europe.  The office in Lugano is the third location established in Switzerland and reinforces the firm’s commitment to providing best-in-class, seamless service to clients throughout the world.

“The partners at MDR Advisory Group are of the highest quality and will be an excellent addition to our global team,” shared Mark Vorsatz, CEO of Andersen Tax. “With the addition of this office in Lugano, our global clients now have best-in-class service in every region in Switzerland.”

lugano tax jobsAbout twenty professionals from MDR Advisory Group will join the Andersen family including partners Paolo Mondia, Marina Rezzin, Roberto Cavadini, Roberto Audino and Donatella Cicognani.  MDR Advisory Group specializes in direct and indirect tax, inheritance planning, company restructuring, internal compliance, HR management and corporate consultancy.

“We are honored to join such a well-renowned group of professionals with whom we share the same commitment to best-in-class service, stewardship and independence,” said Paolo Mondia (pictured), who will act as the Office Managing Director in Lugano.

With the addition of a location in Lugano, Andersen Tax now has a presence in 27 international locations with nearly 200 professionals in Europe and 1000 professionals worldwide.
[contextly_auto_sidebar id=”RD7YA6hDbz7Gqv0KmRnSwEFbUNhmF941″]

Ryan has announced that it has acquired Altus International, a Netherlands-based consulting firm providing transfer pricing, business restructuring, and valuation expertise to multinational companies around the world.

Ryan transfer pricing jobsThe acquisition complements Ryan’s International Tax expertise with additional global transfer pricing and valuation services. It also adds an experienced team of professionals to support expansion across Europe. Altus International founders, Michel Sijmonsbergen (pictured) and Roderick Veldhuizen, join the Firm’s International Tax leadership team and will play a significant role in the continued growth of the practice.

“We are proud to add a firm with the industry reputation and expertise of Altus International,” said Todd E. Behrend, Ryan’s International Tax Practice Leader. “Recognized by International Tax Review as the 2013 Netherlands Transfer Pricing Firm of the Year, their support will help drive substantial added value for our multinational clients.”

“Ryan already provides tax services to many of the world’s leading global companies, and the acquisition of Altus International will deliver tremendous value through additional transfer pricing solutions,” said Brendan F. Moore, Ryan President of Europe, Asia-Pacific, and Latin America Operations. “The trust that Ryan has earned by delivering superior results for these multinational clients drives our commitment to expand Ryan’s international tax services.”

“The acquisition of Altus International represents another key milestone in the successful execution of our global growth strategy,” said G. Brint Ryan, Chairman and CEO of Ryan. “This deal helps us deliver higher levels of value to our multinational clients, reinforce our international tax services, and continue our aggressive growth across Europe.”

Ernst & Young LLP announced today that the corporate tax management consulting firm Atlas Service Link LLC (“Atlas”) has joined the firm in the US.

Headquartered in Dallas, Atlas provides an integrated approach to enhancing tax data management, technology optimization and process re-engineering initiatives for multi-national companies.

Global tax reporting and compliance burdens continue to increase significantly as a result of tax law changes, IFRS adoption/convergence, and Uncertain Tax Position reporting requirements. Atlas focuses on assessing and making recommendations about global tax technologies, as well as designing operational processes to improve the benefits of any technology suite.

EY tax leadersAtlas founders Tony LaBove and Travis Fox were previously with Ernst & Young LLP and return with an understanding of the firm’s organization and culture. “We’re thrilled to welcome Tony and Travis back to EY,” says Kate Barton, the EY Americas Vice Chair – Tax Services. “Adding Atlas strengthens our leading Tax Performance Advisory (TPA) offerings, helping companies improve end-to-end business processes that drive tax performance.”

“The philosophy of Atlas is that our people must understand our clients’ business problems and then apply the right mix of technology and process. No one method, technology platform or configuration is right for all circumstances. We have designed an effective way to help tax directors find and manage the right combination of resources and technologies for their situation,” says Atlas co-founder Tony LaBove. “EY takes the same approach and we’re confident that this is a great fit for Atlas employees.”

Atlas Service LinkCo-founder Travis Fox agrees: “Our guiding principles are the same as those of EY,” he says. “The key tenant of both organizations is to develop long-term relationships and provide exceptional client service. Our comprehensive approach considers the client’s specific and unique operating environment, including accessible technologies, such as ERP systems, consolidation systems and existing tax technologies in developing software selections, operational efficiency and functional integration recommendations. By joining EY, we’ll be able to provide Atlas clients with a greater depth of services and we’ll be able to bring our skillsets to serve current EY clients.”
About the founders of Atlas

Tony LaBove has over 20 years of tax and consulting experience and has worked with large multi-national corporations to help them improve the operating performance of their global corporate tax functions and has extensive experience in leading tax sensitive technology and process change initiatives. Prior to joining Atlas, LaBove was an Executive Director at Ernst & Young LLP.

Travis Fox has over 18 years of experience helping Fortune 500 clients realize maximum benefits from finance and tax process reengineering and tax technology initiatives. He possesses a unique combination of deep tax expertise in the areas of enterprise-wide resource planning (ERP) implementations, consolidations and project coordination technologies. Prior to joining Atlas, Fox served as a Senior Manager of Ernst & Young LLP.

First Names Group has significantly expanded its corporate services offering by acquiring Temmes Management Services and appointing a new Group Managing Director, Corporate and Institutional Services.

The Temmes deal is First Names Group’s second acquisition this year, its first in the corporate services sector. The transaction supports its strategy to expand its corporate services into France, Luxembourg, The Netherlands and the USA whilst also adding to its existing corporate presence in Switzerland and Ireland.

Established in 1996, Temmes Management Services is a privately owned boutique firm specialising in the implementation and operation of sophisticated, multi-jurisdictional corporate tax structures. It has a team of 32 employees and its primary focus is accounting, corporate secretarial, management and treasury services for privately held companies, private equity firms and publicly held companies, principally stemming from the European and USA marketplace.

To strengthen and drive its corporate services line, Armin Kirchner has been appointed as Group Managing Director, Corporate and Institutional Services. Armin joins from the TMF Group, where he played an instrumental role in its global expansion. Armin has served in numerous senior roles throughout his career with TMF, working as both Managing Director and Regional Director throughout Europe before being promoted in 2011 to Global Director Corporate Services based in New York where he was a member of TMF Group’s Executive Committee.

Post integration First Names Group will have a headcount of over 500 ‘First Names’ and operate in 11 countries across the world.

Founding partner of Temmes, Pieter G. C. van Tol, said:

“We are thrilled by the opportunity to join First Names Group, it is a fantastic organisation with outstanding people that share our passion for superior service. Our clients come first and our team of highly experienced personnel, wide range of services and fixed fee approach have enabled us to distinguish ourselves in the global marketplace. We are all looking forward to the next chapter and becoming part of a larger team. First Names Group is committed to hiring additional experienced professionals who will facilitate future expansion into further countries.

Morgan Jubb, Chief Executive Officer at First Names Group, comments;

“I am delighted to confirm our acquisition of Temmes and welcome Armin to the Group. We are focusing on expanding and strengthening our global corporate services offering as part of our overall strategy and Temmes is the ideal acquisition to drive this. It will allow us to offer our clients a high-quality, high value multi-jurisdictional offering in key locations within the corporate services world. Armin’s knowledge and experience will be of great benefit to the business and I am very much looking forward to working with him.”

first names groupArmin Kirchner, Group Managing Director, Corporate and Institutional Services at First Names Group, further comments:

“I am really excited to join First Names Group and to be part of such a unique firm. I believe that in the corporate services arena, First Names Group stands out as a dedicated and passionate provider appealing to multinational corporations. One of the Group’s key values is to focus on its people in order to deliver outstanding service to its clients. This has already brought it a fantastic reputation and I am confident that with a true multi-country service offering we will grow this further for the benefit of our clients and people.”

First Names Group is a global, independent provider of trust, fund and corporate administration services, with over 500 employees (550 post integration of Mercator – subject to regulatory approval) and offices in Jersey, Isle of Man, Cyprus, Switzerland, Luxembourg, The Netherlands, France, Ireland, UK, the British Virgin Islands and Japan.

Armin Kirchner served as Managing Director of various TMF European offices before becoming regional director for Central and Eastern Europe in 2006. Two years later, he was promoted to regional director for the EMEA region. In mid-2011, Armin took up the role of Global Director Corporate Services, became a member of TMF Group’s Executive Committee and moved to New York to also assume the role of Regional Director North America. Armin will focus on growing First Names Group’s international corporate and institutional service offering.

UHY Hacker Young has announced an acquisition, re-brandings and the appointment of new tax partners.

hacker young tax jobsHoward Spencer, Chairman of UHY Hacker Young, says: “UHY Hacker Young is an expanding and ambitious accountancy group and, as our reputation grows, clients are increasingly attracted by the additional expertise offered within our key technical centres and across our local offices.  We are delighted to be starting 2014 with a bang, with a bigger and more visible presence across the country and some really exciting new senior appointments.”

UHY Hacker Young’s Scottish firm, Campbell Dallas LLP has recently acquired Aberdeen-based tax consultancy, Iain A Prentice, bringing five new professionals with significant experience of international tax to the firm, and helping Campbell Dallas extend its reach into one of the UK’s most important commercial cities.

In addition to the Scottish acquisition, UHY Hacker Young has recently boosted its profile across England and Wales.  As of 1st January this year, the group’s Newport, Letchworth and Royston offices have all rebranded as UHY Hacker Young from their local firm names.

UHY Hacker Young also announces the recent appointment of several new tax partners (some already reported here on Tax Grotto):

  • Simon Browning, who was recognised as one of the country’s Top ‘40 under 40’ tax professionals by Tolley’s Tax Journal in 2012/13 has joined the Nottingham office as a Tax Partner, bringing more than fifteen years’ tax experience at top four and top ten firms.
  • In Manchester, Matthew Hodgson has been appointed as Tax Partner.  He specialises in corporate tax issues including the tax aspects of corporate M&A and restructurings.  He joins from a specialist automotive practice having previously spent over a decade at a top four firm.
  • The London office has appointed Michael Avient as partner within the private client services team.  He has previously held a number of senior roles within large firms and written for leading tax publications. He has significant expertise with complex tax planning and resolution of tax enquiries and investigations.  Michael has had a number of notable successes especially for high profile clients and has been asked to supply expert reports and evidence in his areas of specialism.


Tagged with:  

Cordium, a leading global compliance and regulatory services provider to the financial services industry, has announced the acquisition of HedgeStart. Formed in 2000, HedgeStart offers a unique blend of UK tax, accounting and regulatory compliance consulting services to the investment management and securities industries.

The deal marks another chapter in a period of planned expansion for Cordium, following quickly on from the acquisition of The Sigma Partnership in December 2013. The HedgeStart acquisition allows Cordium to add a highly regarded corporate and private client tax capability to its wide range of client services. It also expands Cordium’s core compliance specialism and provides a further boost to its regulatory accounting division.

All of HedgeStart’s staff and the majority of its partners will be joining Cordium. HedgeStart’s Founder and Managing Partner, Matthew Wilson, will become an advisory consultant to Cordium.

HedgeStart’s regulatory compliance consultants will join Cordium’s UK compliance consulting team, working under the leadership of Director Philip Naughton, while its accounting and tax teams will merge with Cordium’s regulatory accounting division under the leadership of HedgeStart partner Rob Edwards. Stephen Burke, Cordium’s Managing Director of EMEA, said “There will be no change for HedgeStart’s existing clients, save for the fact that through Cordium they will now have access to additional UK and global resources, offering a wider range of services and greater depth of support.”

hedgestart tax jobsMichel van Leeuwen, group CEO of Cordium, said: “The rationale for this move is similar to that behind our recent acquisition of Sigma, and the deal forms part of the same overall strategy. Over the past years, firms have been subjected to an avalanche of regulatory and fiscal obligations globally. We know this will continue. The ever increasing globalisation of the economy only contributes to the complexity. The lines between compliance, regulatory accounting and tax have become blurred. We know from our clients that there is now real demand for holistic advice across these areas from a single, trusted global provider. Acquiring HedgeStart with its well-deserved reputation, and absorbing its expertise, allows Cordium to strengthen its position in that role.”

Matthew Wilson added: “We are proud of HedgeStart’s reputation in the market and the high level of client service we have consistently delivered in our 13 plus years. We would not have embarked on this deal without full confidence in Cordium’s ability to continue that legacy uninterrupted. Our clients will now benefit from Cordium’s increased size, global reach and considerable international regulatory expertise. Furthermore, this deal is also a ringing endorsement of the calibre andprofessionalism of the HedgeStart team, who will now continue the delivery of our existing services under Cordium.”

The deal was funded by Cordium’s private equity sponsors, Sovereign Capital, as part of its long-term strategy to grow the business both organically and through acquisition. Cordium will continue to make further acquisitions in 2014.

About Cordium

Cordium is the leading global provider of regulatory compliance consulting services, regulatory accounting, tax services and software to the asset management and securities industry. Today, Cordium has offices in London, New York, Boston, San Francisco and Hong Kong and employs more than 170 experienced professionals who support more than 1500 clients in the financial services industry, ranging from ultra-high net worth clients to family offices and start-ups to global financial services firms.

About HedgeStart

HedgeStart was founded in 2000 to offer a range of start-up and on-going outsourced services predominantly to alternative investment businesses. Services include: Corporate Tax; Private Client Tax; FCA Regulatory Compliance; Accountancy & Payroll; and Strategic Consulting. The firm has grown continually for the last thirteen years and operates out of a single office in London with a headcount of 36 people.

Tagged with:  

ryan tax jobsRyan has announced that it has acquired Burke & Associates, LLC. The acquisition adds more than 100 new client relationships to Ryan’s Property Tax practice. It also supports the Firm’s continued geographic expansion with a new office in Tulsa, Oklahoma, staffed with a team of seasoned property tax professionals that will support the Commercial Real Estate Property Tax group. Byron Burke, Principal of Burke & Associates, joins Ryan as Property Tax Director and will manage more than 500 property tax client sites across Oklahoma. The Burke & Associates team of consultants and associates joins Ryan’s national network of property tax professionals—the largest in North America.

We are excited to grow our North American network of property tax experts into Oklahoma through the acquisition of Burke & Associates,” said Joe Mulcahy (pictured), Ryan Principal and Property Tax Practice Leader. “Their reputation is widely respected, and they will play an important role in our ability to offer a more comprehensive suite of value-added services to our property tax clients.”

“My associates and I are thrilled to be joining forces with Ryan to provide world-class property tax services to our long-standing clients,” said Byron Burke, Principal and Owner of Burke & Associates. “As we surveyed the industry landscape, it became clear that Ryan’s core values and commitment to client service aligned most closely with ours.”

“This acquisition represents another step in the execution of our growth strategy to build market share dominance in corporate tax services,” said G. Brint Ryan, Chairman and CEO of Ryan. “We are excited to add the skilled professionals of Burke & Associates to the Ryan team and are committed to providing our new clients superior value and results.”

Tagged with:  

Looking for something?

Use the form below to search the site:

Still not finding what you're looking for? Drop a comment on a post or contact us so we can take care of it!

Visit our friends!

A few highly recommended friends...