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deloitte tax leadership rolesDeloitte today announced the appointment of Paul Sallomi, partner, Deloitte Tax LLP, to national sector leader (NSL) for technology within Deloitte’s technology, media and telecommunications (TMT) practice. As NSL for technology, Sallomi succeeds Eric Openshaw, who held the position for the past nine years and will continue in his role as national industry leader for Deloitte TMT.

In his new role, Sallomi will work to grow and strengthen the technology practice; and to lead strategic industry research, service development and delivery to clients.

“Paul has held a number of significant leadership roles at Deloitte and as a result brings a unique perspective and deep industry knowledge that will help clients address the quickly evolving business landscape,” said Eric Openshaw, vice chairman and U.S. technology, media and telecommunications leader, Deloitte LLP. “Paul is committed to quality and addressing the needs of clients and I’d like to congratulate him in his new role as national sector leader for technology.”

Sallomi has had a number of significant leadership roles in tax, including serving as U.S. tax TMT industry leader and U.S. tax technology sector leader. In these roles, he was responsible for developing a community of professionals and clients through overseeing the creation and distribution of technical content, facilitating seminars, and participating in the planning, delivery, and satisfaction assessment processes for Deloitte’s most significant TMT clients.

“The intersection of disruptive forces including cloud, mobile, social and the Internet of Things are opening up new revenue streams and opportunities for businesses that can give them a strategic advantage over their competitors if properly leveraged,” said Sallomi. “These disruptive forces are quickly becoming table stakes for the industry, but many enterprises are still in the beginning stages of discussing these technologies and figuring ways to enter new markets and provide integrated solutions. As part of my new role I look forward to working with clients to determine the impact these technologies will have on their businesses and how best to implement them.”

 

deloitte tax partner jobsBill Page has returned to his native UK.

He has been based in the London office since September, working as a Senior Adviser for African Projects.

Bill is a highly regarded energy tax professional with extensive leadership experience gained in Central Asia and Africa. He was a tax partner with Ernst & Young in Kazakhstan before joining Deloitte Kazakhstan in 2002, where he led the tax & legal practice.

In 2004 he moved to Deloitte Russia to lead the oil & gas group and in 2009 he relocated to Deloitte East Africa region, shifting his focus to energy and resources industries.

national tax jobsMcGladrey has announced that David Kautter has joined the Firm as partner in charge, Washington National Tax, succeeding Rick Bailine who will retire Dec. 31, 2014. Kautter will be based in the firm’s Washington, D.C. office.

Prior to joining McGladrey, Kautter was the managing director of the Kogod Tax Center at American University, a nonpartisan research institute focused on tax issues affecting small businesses, entrepreneurs and middle-income taxpayers. During his tenure, Kautter also served as the executive in residence in the department of accounting and taxation at the Kogod School of Business.

Kautter previously served as Ernst & Young’s Director of National Tax, the chief operating executive for the firm’s national tax practices. He managed strategic direction, day-to-day operations, and the quality of technical advice provided by the firm’s national tax practices, comprised of more than 1500 professionals in over 60 U.S. and global locations. He was also responsible for maintaining the firm’s relationships with tax writing committees and staff on Capitol Hill, in the U.S. Treasury Department, the Internal Revenue Service National Office, law firms, other major accounting firm’s tax practices and the media. Kautter also served as Legislative Counsel to U.S. Senator John C. Danforth.

“We are thrilled that Dave is bringing to McGladrey clients his deep level of knowledge and understanding of important tax issues impacting businesses,” said Jeff Johannesen, national line of business leader, tax services, for McGladrey. “His proven track record of serving clients of all sizes and his insights into the federal legislative and regulatory process will enhance our ability to meet and exceed the needs of our middle market clients who will now have access to this nationally recognized taxation thought leader.”

Kautter holds a B.B.A. in accounting, with high honors, from the University of Notre Dame, and a J.D. from Georgetown University Law Center. He is a certified public accountant, licensed in the District of Columbia, and is a member of the American Institute of Certified Public Accountants. He is also a member of the District of Columbia Bar and the American Bar Association, and is a Fellow of the American College of Employee Benefits Counsel. Kautter has published more than 50 articles on various areas of federal taxation.

Picture courtesy of Kogod School of Business

Brian Lukasik is new tax leader for PwC Florida

On November 12, 2014, in PwC, by Chris Bale

florida tax jobsPwC US has announced the appointment of Brian Lukasik as the new Tax Leader for the firm’s Florida market. Based in Tampa, Lukasik brings over 23 years of experience to the role having served a diverse set of clients across multiple industries, including automotive and industrial products, as well as clients in the firm’s Private Company Services group.

“As a seasoned tax professional, Brian is fully invested in providing high quality services to his clients, as well as providing growth opportunities for his team members,” said Mario de Armas, Managing Partner of PwC’s Florida market. “Brian is a respected leader both inside and outside the firm and brings a wide breadth of experience with a strong motivation to build and leverage relationships. His appointment further demonstrates our commitment to our clients and the advancement of our people in the Florida market.”

In addition to his role as Tax Leader for Florida, Lukasik will continue to provide global tax compliance and consulting services to Fortune 1,000 companies based in Florida. Throughout his career Lukasik has developed specialties in international tax, acquisitions and divestures, foreign structuring and IRS examinations and audits. Lukasik joined PwC in 2001 as a Tax Director in the firm’s Detroit office and was admitted to the firm’s partnership in 2004.

Lukasik earned his bachelor’s degree in accounting from Wayne State University. He is a Certified Public Accountant in the states of Florida, Wisconsin and Michigan and a member of the Florida Institute of CPAs.

“We are fortunate to have such a strong leader in our market,” continued de Armas. “With his leadership, we will continue to grow our tax practice and drive high levels of client satisfaction throughout Florida.”

 

Jim Marks has been promoted to Tax Managing Director in the Boston office.

Marks joined Grant Thornton in 2013 and has more than 20 years of asset management tax experience. He is the leader of the firm’s Financial Services Tax practice for the New England offices. He has extensive experience working with mutual funds, investment partnerships, hedge funds, venture capital partnerships, master-feeder structures, common trust funds, exchange traded funds, master limited partnerships, business development companies and limited liability companies.

Marks is an enrolled agent licensed to practice before the Internal Revenue Service. He is a member of the Massachusetts Society of CPAs Investment Companies Committee and is co-chair of the National Investment Company Service Association Tax Committee. He received a bachelor’s degree in finance and operations management from Boston College.

San Francisco tax jobsAllan Smith has been promoted to International Tax Partner in the San Jose office.

Smith joined the firm in 2006 and has more than 20 years of public accounting experience, advising clients on tax planning, transactions and compliance. As a member of the Greater Bay Area International Tax Services group, Smith has advised clients on cross-border transactions, transfer pricing strategies and international structuring, tax provision and APB23 implications of international operations, and international tax compliance and reporting.

Smith is a CPA in California and a member of the AICPA. He is on the advisory board of the San Jose State University master’s degree in taxation program. He received a master’s degree in taxation and a bachelor’s degree in business administration and accounting from the University of Georgia.

Grant Thornton tax jobsBeth Londynsky has been made up to Tax managing director in the San Francisco office.

Londynsky joined the firm in 2008 and has more than 25 years of tax experience in industry and public accounting. She has extensive experience in strategic planning, tax provisions, audit management, compliance with federal, state, local, and international tax laws, and real estate transactions involving Internal Revenue Code Sections 1031 and 1033.

Londynsky is a CPA in California and New York and a member of the AICPA, the California Society of CPAs and the New York Society of CPAs. She is a member of the New Jersey and California Bar Associations. She received a master’s of laws degree in taxation from Golden Gate University, a juris doctor degree from Seton Hall University School of Law and a bachelor’s degree in business administration and economics from Lehigh University.

tax investigations jobsPinsent Masons has hired Fiona Fernie as Head of Tax Investigations.

Fiona has extensive investigations experience. She worked for 16 years with PwC (formerly Coopers & Lybrand) before joining BDO in 2000 in London, where she has worked for the past 14 years. She was a tax partner at BDO and the Firm’s lead PR spokesperson for all Tax Investigations issues.

In terms of her technical work, her focus is on COP8 and COP9 (Contractual Disclosure Facility) cases and large complex investigations. She also assists clients who want to make a voluntary disclosure of tax irregularities to HMRC, whether via one of the available disclosure facilities such as the Liechtenstein Disclosure Facility or the Crown Dependency Disclosure Facilities or via an independent approach outside a formal facility.

Over the last 15 years she has prepared and delivered presentations/seminars for STEP, ICAEW, CIOT and ACCA both in the UK and in several offshore jurisdictions. Fiona is an FCA, not a solicitor.

 

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Legal Week and The Lawyer both reported today that Graham Iversen has resigned from Slaughters.

According to the respective articles, Iversen has resigned and will start work in November to lead the UK tax practice of GTM. Justin Hamer decided last year to step down from his management role but will remain as a consultant to the Firm.

This is the second high profile tax partner to leave Slaughters – in 2012 Richard Carson retired from the Firm but then popped up at Taylor Wessing.

Iversen’s areas of expertise are mergers and acquisitions (public, private, domestic and cross-border), structured finance, private equity, corporate reconstructions, and public debt and equity issues.

Highlights include advising:

  • Kesa Electricals plc on the sale of Comet Group plc, its subsidiaries and Triptych Insurance N.V. to entities advised by OpCapita LLP
  • UK Asset Resolution Limited, the single holding company for Northern Rock (Asset Management) plc and Bradford & Bingley plc, in connection with the sale of Northern Rock plc by HM Treasury
  • INEOS on the formation of a joint venture with PetroChina relating to refining operations in the UK and France

Graham is listed as a leading individual in the Tax sections of Chambers UK 2014, Chambers Europe 2014 and Chambers Global 2014.

He joined Slaughters in 1990 and was made a tax partner in 2000.

 

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tax leadership jobsRené Schöb is the new country managing partner of Mazars Romania, with effect from September. He replaces Jean-Pierre Vigroux, who is retiring.

This is a rapid promotion for Mr Schob, who has only been with Mazars since September 2013.

René, a Swiss national, is a Certified Tax Advisor and member of the Romanian Chamber of Tax Consultants (CCFR).

His field of expertise encompasses Romanian and international taxation, with an emphasis on direct taxation: profit tax, withholding tax, financial and tax due diligence, mergers & acquisitions and corporate finance. He advises clients from various industries such as: automotive, insurance, production, pharmaceuticals, retail, agriculture, services providers, energy, E-business, Technology and IT.

René is a well-known expert for foreign and particularly German-speaking investors in Romania, having offered support to well over 150 firms during their market entry stage.

Before joining Mazars, he co-founded the professional services firm “Adevaris”, which merged with Mazars in 2013. Prior to that, he worked as a Project Management Advisor with KPMG Consulting / BearingPoint and as a director in corporate planning and controlling with a Swiss stock listed company.

He is fluent in English and German, with a sound knowledge of Romanian and knowledge of French.

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