The Qatar Financial Centre Authority (QFC Authority) has announced the appointment of Sheikh Salman Bin Hassan Al-Thani as Chief Financial and Tax Officer.
Sheikh Salman Al-Thani said: “I am honoured to be appointed to this prominent position. The QFC Authority plays a key role in Qatar’s development, contributing particularly to the growth of business and the financial sector. I am looking forward to helping the QFC further strengthen its world-class business environment as a base from which domestic and foreign firms can operate in Qatar and abroad.”
Shashank Srivastava, Chief Executive Officer of the QFC Authority, said: “We are delighted to welcome Sheikh Salman to the QFC Authority team as Chief Financial and Tax Officer. His considerable experience will be invaluable in building on our success in creating a highly attractive tax environment and robust financial system and ensuring the QFC’s continued progress.”
Before joining the QFC Authority, Sheikh Salman Al-Thani was Director of Risk Management at the Qatar Central Bank. He also worked for Qatar Petroleum in a variety of roles in the Project Finance Department. Sheikh Salman has a BA degree in Banking and Financial Studies from Qatar University.
Crowe Horwath Australia has announced its new leadership team. Running the tax services practice are:
Dominic Moon: Tax Advisory, Brisbane
Dominic provides taxation advice to Crowe Horwath clients and the broader SME market across Brisbane and regional Queensland, leveraging Crowe Horwath’s extensive office network to meet the taxation and commercial needs of our clients.
he specialises in providing advice on Federal and State taxes in all jurisdictions, and bring 12 years of legal experience in commercial transactions, estate and succession planning, finance and insolvency to assist my clients across all stages of their business life cycle.
Sam Neale: Tax Advisory, Sydney
Sam joined Crowe Horwath in 2011 in the Corporate and International Tax team after 13 years as a tax advisor in Big Four firms and focuses on building trusted, long-term relationships with clients.
Sam has extensive experience in advising medium to large corporates on investment structures, transactions and implementations across a broad range of industries – with a particular emphasis on the tax efficient international financing / investment structures and related transfer pricing compliance.
WeiserMazars LLP has announced that Lisa Osofsky, Partner-in-Charge, Private Client Services has been elected to the firm’s Executive Committee, effective January 1, 2015.
A founding member of WeiserMazars’ Tax Practice Board, Ms. Osofsky currently serves on several firm leadership teams including the firm’s Partner Performance Committee.
“Since joining WeiserMazars in 1987, Lisa has been an exemplary professional, focused on delivering exceptional client service. She is a champion of many firm initiatives and enhances our strategic positioning, both through her excellent work and market outreach,” said Douglas A. Phillips, WeiserMazars’ Chief Executive Officer. “As an Executive Committee member, Lisa will broaden the scope of her multi-faceted role in these critical areas at a firm-wide level and expand her already substantial contributions to our continued success.”
Ms. Osofsky has served as a Tax Partner for the past 17 years. She specializes in assisting with income taxation, estate and gift strategies, and collaborative wealth planning. As head of the Private Client Services group, Ms. Osofsky manages a unique practice offering coordinated and integrated tax, accounting, and financial planning services to the firm’s clients.
“I’m excited about the opportunity to serve WeiserMazars at a higher level,” said Ms. Osofsky. “As we continue to build our extraordinary firm, both domestically and globally, our tax services will be a principal driver of growth, and I am honored to be a key part of this expansion as well as to continue to bring our clients the resources they need.”
In addition to being a licensed CPA in New York and New Jersey, Ms. Osofsky holds the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA) and is licensed as a Certified Financial Planner (CFP). Currently affiliated with The Financial Planning Association, Ms. Osofsky is also associated with New York Philanthropic Advisors Network, New Jersey Society of Certified Public Accountants, and the American Institute of Certified Public Accountants.
PwC US today announced that Jim Brewer will relocate from Los Angeles to Phoenix to become the office’s tax partner-in-charge.
Brewer has extensive experience serving companies of all sizes with tax planning advice, merger and acquisition reviews, organizational and restructuring advice, tax controversy and dispute resolution, cash tax optimization solutions, accounting method services, due diligence assistance and tax compliance services.
Brewer received a bachelor’s degree from the University of California, Santa Barbara and is a CPA, licensed in the states of Arizona, California and Nevada.
Jarlath O’Keefe has moved from EY to Grant Thornton.
Mr O’Keefe has been with EY Dublin since 1997 and has been an indirect tax partner since 2006. His initial training was in the UK with HMRC, where he was a VAT Inspector.
It is understood that Mr O’Keefe’s new role at Grant Thornton involves national responsibility for all indirect tax issues across all of the Firm’s offices (ie Dublin, Limerick, Kildare, Galway, Cork and Belfast).
Grant Thornton LLP has appointed a new Senior Leadership Team following the announcement earlier this month of J. Michael McGuire’s appointment as chief executive officer (CEO)-elect, succeeding Stephen Chipman on Jan. 1, 2015. In order to help facilitate the CEO transition and prepare for the start of the firm’s fiscal year in August, these appointments are effective immediately.
Randy Robason moves into the role of national managing partner of Tax Services. Most recently, Robason served as national managing partner of Grant Thornton’s Tax Accounting and Risk Advisory Services practice and International Tax Services practice as well as a Partnership Board member.
Mr Robason has more than 36 years of diverse business, financial and tax consulting experience, including 26 years in key leadership roles. He has served in key client-service leadership roles for companies ranging from the Fortune 100 to the Carolina Panthers.
Robason previously served as global managing director of Private Wealth Services, where he built and ran a $300 million net revenue, 1,200-person, multinational group offering family wealth planning, investment advisory, and tax and financial services. As a CPA and attorney, Robason has been quoted in publications including The New York Times, American Banker magazine, Dallas Morning News, Fort Worth Telegram and Charlotte Business Journal. He frequently appears on radio and television, speaks often throughout the United States, and writes for industry journals on a wide variety of topics
Ryan has announced that Kristi Bryant, Darcy Kooiker, Erica Love, Winston Post, Stephen Stewart, and Michael Tenini have been promoted to Principal.
Kristi Bryant is an executive in Ryan’s Transaction Tax practice based in the Dallas, Texas office and specializes in providing indirect tax services to clients in a variety of industries, including manufacturing, refining, utility, aggregate mining, and common carrier operations. Ms. Bryant joined the Firm in 2002 and is a member of the Dallas/Fort Worth Sales Tax Association and the Institute for Professionals in Taxation. She has participated in many internal focus groups at Ryan and is widely recognized for her contribution to the Firm’s myRyan flexible work environment. She holds a Bachelor of Business Administration degree in Accounting and Finance from Southwest Texas State University and has completed Sales Tax Schools I and II through the Institute for Professionals in Taxation.
Darcy Kooiker is based in the Seattle, Washington office and specializes in consulting on Washington state and local taxes and multi-jurisdictional transaction taxes. Ms. Kooiker joined the Firm in 2010 and has served as an adjunct professor at Gonzaga University in the Master of Accounting Program. She is an active member of the Association of Washington Business Tax and Fiscal Policy Committee and is a co-chair of the Institute for Professionals in Taxation’s Seattle Local Luncheon Group. Ms. Kooiker is a Certified Public Accountant licensed in Washington and holds a Bachelor of Arts Degree in Accounting from the University of Washington and a Master’s Certificate in State and Local Tax from the University of Wisconsin-Milwaukee.
Erica Love is an executive in Ryan’s Transaction Tax practice based in the Dallas, Texas office and specializes in providing multi-jurisdictional tax services to companies within the healthcare industry. Ms. Love joined the Firm in 2003 and is a member of the Dallas/Fort Worth State Tax Association and the Institute for Professionals in Taxation. She holds a Bachelor of Business Administration degree in Finance, Economics, Marketing, and General Business from Texas Tech University and has also completed State Tax School I through the Institute for Professionals in Taxation.
Winston Post is based in the Dallas, Texas office and specializes in providing indirect tax consulting services to clients in a variety of industries. Mr. Post joined the Firm in 2001 and is a graduate of Ryan’s highly selective Leadership Development program, which includes more than 80 hours of multi-disciplined leadership training. He is a member of the Dallas/Fort Worth State Tax Association and the Institute for Professionals in Taxation. He received a Bachelor of Business Administration degree in Accounting from Louisiana State University.
Stephen Stewart is an executive in Ryan’s Property Tax practice based in the Houston, Texas office and specializes in providing multi-jurisdictional property tax services to clients in a variety of industries. Mr. Stewart joined the Firm in 2003, is a member of the Texas Association of Property Tax Professionals, and holds his Certified Member of the Institute (CMI) designation in Property Tax from the Institute for Professionals in Taxation. He earned a Bachelor of Arts degree in Business from Southwestern University and a Master of Business Administration degree from Texas State University.
Michael Tenini is based in the Dallas, Texas office and specializes in providing transaction tax services in the oil and gas industry. Mr. Tenini joined the Firm in 2003 and is a member of the Dallas/Fort Worth State Tax Association and the Institute for Professionals in Taxation. He received a Bachelor of Science degree in Accounting from Louisiana State University.
“Ryan’s aggressive growth and global expansion have provided our professionals opportunities for advancement that are unmatched in the tax services industry today,” said G. Brint Ryan, Chairman and CEO of Ryan. “We have promoted more than 115 associates worldwide this year alone and are proud to ensure that our professionals are rewarded for superior client service and results.”
Grant Thornton has named Dan Powers, 53, as office managing partner of its Wichita practice. Powers most recent role was as the Tax practice leader of the Grant Thornton Shared Services Center in Bangalore, India.
He will succeed Lori Davis, who was named office managing partner of the firm’s Denver practice. Prior to his move to India, Powers served as the Tax practice leader for the Kansas City office.
“Dan brings to this role strong relationships and a deep familiarity with many of the regional resources available to best serve our dynamic clients,” said Ed O’Brien, Grant Thornton’s Central region managing partner. “His extensive knowledge of tax issues coupled with his proven leadership and vast experience will be integral in building upon the momentum that Lori and the Wichita leadership established for the office.”
Powers has nearly 30 years of public accounting experience and has provided accounting, tax and advisory services to numerous large and mid-sized companies with both domestic and foreign operations. He has extensive experience with issues concerning consolidated returns; S corporation and partnership returns; accounting for income tax issues; net operating loss utilization; state and local tax planning; mergers and acquisitions; and individual tax and family wealth planning.
Prior to joining Grant Thornton, Powers was a partner with Arthur Andersen LLP and Deloitte LLP, serving public and private clients in a variety of industries.
Previously, Powers served as the president of Big Brothers Big Sisters of Greater Kansas City, vice-president of Jackson County CASA, was a member of the Association for Corporate Growth and served on the Federal Affairs and Taxes Committee for the Kansas City Chamber of Commerce. He is a member of the American Institute of Certified Public Accountants.
Powers received a master’s of accounting degree with a tax emphasis and a bachelor’s degree in accounting from the University of Florida. He is a certified public accountant in Kansas and Missouri.