John Cooney joins Smith & Williamson

On April 27, 2016, in EY, smith williamson, by Chris Bale

Tax Partner JobsSmith & Williamson has announced the appointment of John Cooney as a partner.

John re-joins the firm after ten years as a partner at EY where he specialised in advising entrepreneurs, entertainers, media clients, and sports people in all aspects of their private tax and business affairs.

John commented: “I am thrilled to re-join the talented group of individuals at Smith & Williamson, where the focus on servicing the entirety of an entrepreneurial clients’ needs is the cornerstone of the culture. The breadth of tax knowledge in the team is second to none and the firm’s ability to bring investment propositions is unique in the market.

“I love working with truly entrepreneurial businesses and individuals. As a result, I am excited to join an organisation which fully caters to the requirements of those involved with creating and growing a business.  My role is to augment the reputation of Smith & Williamson as the adviser of choice to private clients and their business interests.”

Kevin Stopps, managing partner of tax and business services and co-chief executive of Smith & Williamson said: “We are delighted to welcome John back to Smith & Williamson. His expertise and knowledge will make a fantastic addition to our organisation due to his standing in the market and the first rate service he is known to deliver to clients, completely aligning with our approach.”

Bracewell Tax JobsBracewell LLP has announced that Michele J. Alexander has joined the firm’s New York office as a partner in the tax practice. Alexander counsels clients in mergers and acquisitions, securities and capital markets, funds and joint ventures, bankruptcy, real estate, and compensation matters.

“Michele’s experience will strengthen our already-fruitful tax practice,” said Bracewell Managing Partner Mark C. Evans. “Her expertise in diverse transactional matters will bring new insights to the firm, as well as invaluable advice to our clients.”

“We are excited to have Michele join us in the New York office,” said Elizabeth L. McGinley, leader of Bracewell’s tax practice. “Her breadth of expertise and depth of experience will provide tremendous value to clients in a variety of transactions. In Michele’s 20 years of practice, she has been a valued advisor, providing sophisticated yet practical tax advice, guided by her understanding of her clients’ business.”

Michele helps clients navigate complex tax issues while ensuring they meet their business goals. In her years of practice, Michele has counseled on an array of transactions, including mergers and acquisitions, capital markets and securities offerings, financings, joint ventures, and restructurings.

In recent years, Michele’s practice has evolved to include a strong focus on private equity and hedge funds and similar investment vehicles. Additionally, she is experienced in real estate investment trusts and the opportunities and challenges of using them to hold real estate in a tax-efficient matter, and often advises international clients on U.S. real estate investments.

Most recently a partner at Lowenstein Sandler LLP, Alexander received her law degree from Georgetown University Law Center, cum laude, and a B.A., magna cum laude, from The College of New Jersey. She has also worked at Wachtell, Lipton, Rosen & Katz and Gibson, Dunn & Crutcher LLP.

LeadinKarjalainen_Jukka1g global law firm Baker & McKenzie has further strengthened its London Tax practice with the appointment of leading transfer pricing specialist Jukka Karjalainen as Tax Leader of the Firm’s UK Business Transformation practice. He joined the Firm last month.

Jukka, who was represented by Greg Dadson of search firm Nebula Partners, joins from Deloitte where he was tax leader of the UK Business Model Optimization practice and a partner in their London Transfer Pricing group. He has over 20 years experience dealing with transfer pricing and international corporate tax issues from both practice and industry and has practiced in a number of jurisdictions including Finland and Australia. Jukka advises multinational clients from across industries, in particular metals, mining, telecommunications and pharma.

As Tax Leader of the UK Business Transformation practice, he will be advising clients on the design, implementation and defence of complex cross-border restructurings, working closely with the Corporate Reorganisations practice group. His appointment is the latest Big Four hire for the Firm following the appointments of Kate Alexander and Mark Bevington from EY in July 2015 and May 2013 respectively.

Baker & McKenzie London Head of Tax, Alex Chadwick said: “We’re delighted to welcome Jukka to our growing tax practice. Clients are increasingly looking to their advisors for multi-jurisdictional, multi-disciplinary business transformation expertise. Jukka’s unique skillset, which covers the full range of business transformation and transfer pricing services, provides this in abundance and will significantly enhance our offering to large UK and multinational clients. He will work closely with business transformation experts from across our tax, corporate, employment, IP and regulatory practices.”

Baker & McKenzie’s London Tax Group, which includes lawyers, full time economists, transfer pricing and VAT advisors advises on a wide range of cross-border matters, including transactions and the structuring of cross-border investments. As well as advising on the UK tax aspects of international projects, the London Tax Group has particular experience in the coordination of tax advice from many countries in multi-jurisdictional projects such as international group structuring and mergers and acquisitions. Jukka’s partner-equivalent appointment brings to over 50 the total number of professionals specialising in tax in London.


PKF Littlejohn, the London member firm of PKF International, has announced the appointment of three partners and five other professionals. They all join on February 8th from inward investment specialists, Fitzgerald & Law.  The partners are Dominic Fiore, Keith Steele and Jonathan Boyfield.

Managing partner, Carmine Papa (pictured 2nd from left), said: “These appointments fit well with the increasingly international focus of the firm.  Dominic, Keith and Jonathan have ambitious plans to grow their practice areas and their contributions will help the firm to grow from its current income of £22m to its target income of £25m for 2017 and £40m for 2018.”

Jonathan Boyfield (pictured far left) is a tax partner specialising in expatriate and non-domiciled individual private tax issues.  He has has been a partner with Fitzgerald & Law for over 10 years and brings with him a team of five tax professionals. They will join the US expatriate tax team, based in Canary Wharf.

Kit Dickson resigns from Deloitte to join PwC

On January 31, 2016, in Deloitte, KPMG, by Chris Bale

Kit Dickson PwCKit Dickson has joined PwC Manchester in January as a tax partner. He joins from Deloitte London.

He will work closely with PwC’s tax leader for the North, Martin Hodgson.

Commenting on his appointment, Mr Hodgson said: “This appointment reflects our strategy of building the right team of specialists so that we can continue to help our clients be successful. The experience that Kit has acquired from his time in London, combined with his knowledge of the region gained through much of his career here, will benefit our clients and shows our commitment to recruit and retain the best talent. It is testament to the strength of our practice, and Northern Powerhouse region as a whole, that we are able to attract industry leaders to the North West.”

Mr Dickson said: “It’s an exciting time for the region, with Manchester at the forefront of the devolution agenda, development of Airport City making it the international gateway to the North, an increased level of M&A activity and inwards investment in recent months. The opportunity to return to such a dynamic marketplace was too good to miss and I am looking forward to working with Martin and the team at PwC to help support both new and existing clients with their growth ambitions.”


San Francisco Tax JobsMorgan 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.”


Deloitte Middle East Tax jobsDeloitte has announced the transfer of a number of partners and senior directors to its Middle East operations in the GCC.

Maxim Chaplygin, a tax partner from Deloitte Russia, will join the Middle East Firm as the tax risk regional leader. Mr Chaplygin has significant expertise in corporate tax, outsourcing and co-sourcing tax, risk regulations and practices, accounting and tax compliance processes as well as experience in utilizing electronic client data in accounting projects.

He has worked with companies in multiple industries but is particularly proficient in the telecom, media and technology space. Mr Chaplygin joined Deloitte in 2002 and has been a partner since 2007.

Source: TradeArabia News Service

R&D Tax CreditsBlank Rome has hired Scott DeMartino as a Partner in the Washington, D.C., office’s Tax group. Mr. DeMartino focuses his practice on real estate and renewable investments using renewable energy tax credits, historic rehabilitation tax credits, and new markets tax credits. He joins Blank Rome from Bryan Cave LLP, where he was counsel.

“The world of tax credits is constantly shifting—be it newer credits, like those for renewable energy sources, or frequent updates to revenue procedures,” said Alan J. Hoffman, Blank Rome’s Chairman and Managing Partner. “Scott’s experience in these areas, as well as his notable work with historic and underserved communities, will be an excellent complement to our Firm’s offerings and add significant value for our clients.”

Mr. DeMartino began his career with Arthur Andersen in 1998. He then spent time with Brown Rudnick, Ernst & Young, Spector Gadon & Rosen and Nixon Peabody.

“I am thrilled to join Blank Rome’s nationally recognized tax group and have the opportunity to work with the Washington, D.C., team led by Michael Sanders, and be a part of their significant practice. It will be invigorating to collaborate with Mike and draw upon his knowledge as a leader in new markets tax credit and historic tax credit transactions, and his nearly 40 years of experience serving as a tax professor in the graduate program at Georgetown Law and at The George Washington University Law School,” said Mr. DeMartino. “In addition to working together with and further growing the Firm’s talented tax group, I am looking forward to working alongside, and tapping into the deep experience of, other industry leaders across Blank Rome, including those in commercial real estate development, finance, securities, energy, and environmental, who will support my practice and clients.”

Mr. DeMartino received his LL.M. from New York University, his J.D. from Washington and Lee University, and his B.A. from Bates College.