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pwc tax jobsPwC has appointed Bradley Phillips as an asset management tax director. Bradley will focus on advising investment funds and asset managers on a range of tax issues.

Bradley has nearly 25 years of experience in tax and joins from Herbert Smith Freehills LLP where he was a tax partner mainly focussed on M&A and other corporate transactions, tax disputes and investment funds.

He currently sits on the LexisNexis Tax Professional Support Lawyer (PSL) Board and was previously Chair of the City of London Law Society Revenue Law Committee.

Tim McCann, asset management tax leader at PwC, commented:

“I am delighted that Bradley is joining our team. Bradley’s expertise will benefit our clients across a whole range of tax issues which are currently affecting investment funds and asset managers.”

His new role will focus on:

• Structuring listed investment funds (including UK investment trusts and offshore funds)
• Private investment funds (including private equity, real estate and debt funds)
• Advising asset managers on structuring their own affairs (including carry structures)
• Asset manager M&A transactions

Akin Gump issued a press release yesterday confirming that the London and Frankfurt offices of Bingham McCutchen will join the Firm. In additional some partners from Hong Kong are also moving across. The total number of partners switching allegiance is 22 and more lawyers are expected to follow.

Sebastian Rice, who will be managing partner of Akin Gump’s London office, commented, “The synergies of our combined international practices, together with the incoming team’s strength in London, make this union strategically compelling. The combined European and Asian capabilities will not only considerably improve our client offerings in multiple jurisdictions, but also provide significant leverage in terms of our ability to present ourselves to potential clients here in London, in Hong Kong and in established and emerging markets across the globe.”

The only tax partner known to be moving at this stage is Stuart Sinclair.

Stuart advises on all aspects of corporate tax, focusing on domestic and international restructurings and reorganisations, mergers and acquisitions, structured finance arrangements, and financial instruments. He is recommended in leading industry publications including Chambers UK, Chambers Europe and Chambers Global. Experience includes:

  • Represented the noteholders on the €1.3 billion financial restructuring of the Quinn Group, one of the largest multijurisdictional corporate groups in Ireland
  • Advised a US-based distressed debt firm in connection with the restructuring of £500 million of debt in Crest Nicholson Holdings Limited, the parent of one of the UK’s largest house builder groups
  • Advising a worldwide bondholder group in respect of the nationalisation and restructuring of three major Icelandic banks — Kaupthing, Landsbanki and Glitnir
  • Advised the mezzanine consortium, headed by Apollo, Cerberus, Park Square Capital and Goldman Sachs, on the £2.6 billion restructuring of Britain’s largest betting and gaming group, the Gala Coral Group
  • Advised an ad hoc committee of senior secured noteholders on the debt restructuring and English law administration sale of Wind Hellas, a Greek telecommunications company
    Advised a group of senior lenders on the financial restructuring of Monier, a German roofing company
  • Advised Grandtop International Holdings Limited, the offeror, on the acquisition by way of public takeover of UK-based Birmingham City Football Club
  • Advised Japan-based Sumitomo Precision Products Co. Ltd. in its $56.6 million acquisition of Aviza Technology Inc., a semiconductor equipment producer headquartered in California
  • Advised the noteholders on the financial restructuring of Technicolor S.A. (formerly Thomson S.A.), a French media company

houston tax lawyer jobsGray Reed & McGraw has announced the addition of tax attorney Dan Kroll to the firm’s Houston office.

Dan’s practice concentrates on federal income tax, partnership and corporate law matters, primarily for private companies. Dan has particular expertise in tax, structuring and business issues facing the real estate industry from the developer’s perspective, as well as high net worth individuals and many other private businesses. Prior to joining Gray Reed, Dan was a partner and served for 20 years at Baker Botts.

Dan frequently counsels clients regarding the tax-efficient structuring of real estate investments and other joint ventures, as well as private business acquisitions and dispositions. Dan has special emphasis on partnership merger and acquisition transactions and compensating key employees through equity and bonus arrangements.

His diverse practice includes advising on joint venture formations and operations with pension funds and other tax exempt entities with respect to unrelated business income tax matters involving US and Canadian real estate investments by non-US persons. Dan regularly advises on “qualifying income” for real estate investment trusts and “dealer gain” issues for all types of real estate investors.

“Over the last 20 years, I have learned that my passion is getting to know and represent clients as individuals and partner with them to achieve their objectives in an efficient and direct manner,” Kroll said. “Gray Reed provides a platform for me to better serve my clients and to expand my practice to do more of the work I want to do. I’m looking forward to the next 20 years.”

Kroll is also a certified public accountant and an adjunct professor of law at the University of Houston Law School, where he teaches federal income tax consequences of real estate investments and transactions to L.L.M. students.

“Dan’s goals align very well with Gray Reed’s,” Gray Reed President and Managing Director Cary Gray said. “His work is highly respected and we are delighted he has chosen to join Gray Reed. His presence complements our tax practice and brings a new level of depth and expertise for our clients.”

Founded in 1985, Gray Reed & McGraw is a full-service, Texas based law firm with more than 120 lawyers practicing in Dallas and Houston.

us tax lawyer jobsKilpatrick Townsend & Stockton has hired Vanessa Tollis from Gide Loyrette Nouel to chair its international tax team in New York.

Vanessa Tollis specializes in the U.S. tax aspects of cross border transactions (inbound and outbound). As Chair of Kilpatrick’s International Tax Practice, Ms. Tollis regularly advises a wide range of U.S. and foreign clients on tax issues including advising sponsors and participants in the global capital markets on securities offerings and tax efficient structured finance, including cross border securitizations.

She counsels funds and investors on tax issues associated with structuring funds and other joint ventures in addition to advising corporate clients on a broad range of key U.S. international tax issues, including U.S. trade or business thresholds, tax treaty application, withholding taxes, entity classification, debt/equity characterization, Passive Foreign Investment Company (PFIC), Controlled Foreign Corporations (CFC) and Subpart F, Foreign Investment in Real Property Tax Act (FIRPTA), the Foreign Account Tax Compliance Act (FATCA) regime, and a broad range of domestic tax rules. Ms. Tollis also has significant experience in related non-tax transactional work, including general corporate and secured transactions.

houston tax jobsJames (Jim) D. Reardon has joined Porter Hedges as a partner in the tax section of the corporate practice group. He has a diverse practice, advising both public and private companies on minimizing tax liabilities to achieve specific operational and transactional objectives. He also provides a full range of services to individual and corporate taxpayers who are undergoing audits or challenging assessments on appeal with the Internal Revenue Service and state tax authorities.

As a counselor to closely-held partnerships, limited liability companies, S corporations, and their owners, he assists businesses reduce or eliminate federal corporate income taxation and achieve specific business goals. As a counselor to publicly-traded corporations, he advises with respect to the consolidated return rules, tax-free reorganizations, recapitalizations, and withholding tax issues.

Mr. Reardon advises foreign corporations making investments or conducting business in the United States with respect to U.S. tax issues such as the Foreign Investment in Real Property Tax Act, effectively connected income subject to U.S. income taxation, the branch profits tax, and dividend withholding tax. He advises foreign lenders with respect to the portfolio interest exemption and Foreign Account Tax Compliance Act. He also counsels U.S. corporations and their executives doing business or setting up legal entities overseas.

In the energy industry, Mr. Reardon represents oil and gas companies and other investors making strategic acquisitions or divestitures. He provides personal and corporate income tax advice with respect to the extraction, transportation and processing of natural resources in the upstream, midstream and downstream sectors. He also advises on financial products, physical commodities and cross-border withholding tax and transfer pricing issues where national tax authorities have focused on global trading and hedging operations in the energy industry.

Outside of the energy industry, Mr. Reardon has structured partnership profit interests, non-qualified deferred compensation plans, and other executive compensation arrangements. He has also helped tax-exempt organizations form joint ventures with private companies, advised technology companies raising seed capital, and structured international licensing and distribution arrangements.

With the Internal Revenue Service and state tax authorities focused on raising revenue, Mr. Reardon provides a full range of services to individual and corporate taxpayers who are undergoing audits or challenging assessments on appeal. His work includes eliminating interest and penalties and filing refund claims. He counsels companies on how to implement legislative, regulatory and accounting changes that affect their businesses.

Representative Matters

  • Represented Swiss Fund in disposition of $500 million Bakken Shale oil and gas assets.
  • Represented Swiss Fund in disposition of California San Joaquin Valley oil and gas company.
  • Represented Swiss Fund in acquisition of $40 million of oil and gas assets in Argentina.
  • Represented Oman Oil Company in structuring disposition of $700 million of Kazakhstan oil and gas assets held in offshore entities.
  • Represented public utility company in disposition of nuclear power facilities and with respect to sale-leaseback transactions involving co-generation plants.
  • Structured sale of $1.6 billion pipeline partnership.
  • Obtained private letter ruling on tax-free spin-off of telecommunications company.
  • Structured sale of assets of $1.5 billion electronics distributor to Berkshire Hathaway.
  • Advised offshore funds with respect to investments in the US.
  • Advised US-based multinational companies on foreign holding company structures, including leverage, exit strategies and foreign tax credit management.

He received his J.D. from Boston College School of Law, LL.M. in Taxation from New York University School of Law, LL.M. in Corporate Law and Taxation from Universidad Pompeu Fabra (Spain), and an A.B. from Georgetown University.

law firm tax jobsSteele Raymond, a commercial law firm based on the south coast of the UK, has hired Sue Adams as tax partner.

Sue is dual qualified as chartered tax adviser as well as a solicitor, is a member of the Society of Trust and Estate Practitioners and Solicitors for the Elderly. She holds a distinction in the STEP Advanced Diploma in UK Tax for International clients.

She advises on tax planning, in particular inheritance tax and capital gains tax, for individuals, families owner managed businesses and charities. She also advises in connection with the creation of trusts for tax mitigation and family asset protection and the taxation of those trusts. Sue assists business owners with succession planning and companies and shareholders on shareholder protection. Her work includes the drafting of Wills, Trusts and Lasting Powers of Attorney, as well as applications in the Court of Protection.

International Tax Partner JobsJessica Tien has relocated with EY from Shanghai back to San Francisco, where she spent much of her early career.

Jessica is a highly regarded Transfer Pricing specialist and her articles are regularly published. She leads the Greater China Transfer Pricing practice, comprising around 200 staff across 12 locations in China, HK and Taiwan. Jessica has helped companies in finalizing bilateral APAs in China with Japan, Korea and the U.S. and advised global leading companies in operating in China. She has also supported several global IPOs by China-headquartered companies.

Her new role involves leading EY’s bilateral U.S./China transfer pricing initiative from the perspectives of both countries. Her international tax practice also includes facilitating China-headquartered companies to invest in the Americas and advising the US-headquartered companies in Operating Model Effectiveness (OME) to accomplish tax-efficient operations in Asia Pac.

estate planning partner jobsThe Chicago office of Arnstein & Lehr has recruited Kristin G. Bagull as a partner in the Estate Planning & Probate Administration practice group. Prior to joining the firm, Ms. Bagull was senior counsel at a mid-size law firm, Tressler LLP.

Ms. Bagull dedicates her practice to helping clients with estate planning, asset protection, wealth transfers and taxation. She regularly works with business owners and families to formulate succession plans, advise in wealth preservation and counsel regarding income, gift and estate taxation. Additionally, Ms. Bagull assists with individual, estate and business audits at both the state and federal level.

Her experience extends to representing clients in the formation and reformation of legal entities and drafting buy-sell, employment and partnership agreements as well as complex operating agreements and phantom stock plans.

In addition to participating in multiple presentations and events, Ms. Bagull has published articles about tax and estate planning. She earned a degree of master of laws (LL.M) in tax from Northwestern University School of Law.

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