People & Moves (354)
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Bowman Names Three Partners 1
Bowman & Co. has named three staff members to the partner ship group this month. The New Jersey CPA firm promoted Kenneth M. Drews, Michael Thilker and Josette Traversa.
Drewes joined the firm’s Governmental Services Department in 2009 with expertise in audits of county and municipal governments, school districts, charter schools, fire districts, and federal and state financial assistance programs.
Besides being a CPA, he is also licensed as a Registered Municipal Accountant, and as a Public School Accountant in New Jersey and is also a Certified Municipal Finance Officer. He has also been certified by the New Jersey Department of Community Affairs, Division of Local Government Services as a Certified Municipal Finance Officer.
Working in the Commercial Services Department, Thilker has worked at Bowman since April 2013 and is a CPA in both Pennsylvania and New Jersey. His clients mainly include housing authorities and non-profit affordable housing organizations and his experience includes audits of non-profits.
Traversa came to Bowman in September 2022 after near four years at CPA firm Citrin Cooperman where she was director of international tax services from November 2018 and partner from October 2021 until she joined Bowman. Before that, she spent two-and-a-half years at D&H Global Tax Group.
She primarily focuses on tax matters and is responsible for a wide range of individuals and businesses with experience that includes
tax consulting and review for individuals, partnerships and S Corporations.
View items...CBM Elects Reilly Managing Partner
- Wednesday, 29 January 2014
- People & Moves
- Written by The Progressive Accountant
Councilor, Buchanan & Mitchell, a Bethesda, Md.-based accounting firm, has elected Peter Reilly, CPA, CVA, to the positions of president and managing partner. He succeeded S. Vincent Crescenzi, CPA, CVA, CFE, who had held the positions since 2000 and becomes chairman of the board. Reilly will lead the firm's operations, focusing on business development, process improvements, client satisfaction and employee development.
Liberty Tax Parent Names CFO
- Wednesday, 29 January 2014
- People & Moves
- Written by The Progressive Accountant
JTH Holding, the parent of Liberty Tax Service, has hired Kathleen E. Donovan, as CFO as of February 1. She replaces Mark F. Baumgartner who has moved to the role as CEO of JTH Financial. Donovan had been CFO of Catapult Learning since 2008. She was with MedQuist from 2005 through 2008, and Dendrite International from 2002 through 2005.
Waugh Hands Rainmaker to New CEO
- Friday, 17 January 2014
- People & Moves
- Written by The Progressive Accountant
The Rainmaker Companies, which provide consulting and training resources for the accounting profession, have named J. Daniel Brooks as CEO. He replaces Troy Waugh, who has stepped aside from day-to-day duties after 23 years as CEO of the business he founded.
CCH Names Director of Strategic Relationships
- Wednesday, 15 January 2014
- People & Moves
- Written by The Progressive Accountant
CCH has named Shari Dodgen, the former publisher of the CPA Technology Advisor, as director of strategic relationships. Her responsibilities include developing strategic relationships with professional associations and growing accounting industry partnerships.
Walker Retiring from Intuit After 15 Years
- Tuesday, 14 January 2014
- People & Moves
- Written by The Progressive Accountant
Rich Walker, who has been highly visible in the accounting community, is retiring this month after 15 years at Intuit. Walker has been active in building programs for accountants and bookkeepers while at the tax and accounting software company.
Alliantgroup Hires CCH’s Mirabile
- Monday, 11 November 2013
- People & Moves
- Written by The Progressive Accountant
The Alliantgroup - which helps clients take advantage of federal and state tax credits, incentives, and deductions - has hired Jim Mirabile as national director. Mirabile joins the Houston, Texas-based firm as national director and will continue serving the CPA profession after working at CCH since 1989.
Mackintosh Named CCH CEO
- Tuesday, 15 October 2013
- People & Moves
- Written by The Progressive Accountant
Teresa Mackintosh has been named CEO of CCH Tax & Accounting U.S. A former executive with Thomson Reuters, Mackintosh joined the rival tax and accounting vendor in April 2012 and become EVP/GM, Software, CCH Tax & Accounting North America in January 2013. She was most recently president of CCH U.S. Software.
CCH's Bergstein Goes to Intuit
- Monday, 14 October 2013
- People & Moves
- Written by The Progressive Accountant
David Bergstein, CPA, CITP, a long-time manager at CCH, has taken a position with Intuit. Mostly recently director of strategic relationships for CCH, Bergstein joined Intuit as cloud consultant. He joined the company in June 2004 and is the latest in a number of tax and accounting veterans who have left the tax and accounting giant.
CohnReznick Names Sales Director
- Monday, 07 October 2013
- People & Moves
- Written by The Progressive Accountant
CohnReznick, a New York City-based CPA firm, has selected Ed Mason as a principal and the firm's national sales director. Co-CEO Tom Marino said Mason's arrival fits with the firm's plan to develop a national sales organization.
Bailey Becomes Wicks Emmett Partner
- Friday, 27 September 2013
- People & Moves
- Written by The Progressive Accountant
Shannon Bailey, who was been with Wicks Emmett for 12 years, has been promoted to partner at the Roseburg, Ore.-based firm. A native of Roseburg, she specializes in individual, partnership and corporate taxation.
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