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...Intuit’s Consumer Leader to Shift Roles
- Wednesday, 23 May 2018
- People & Moves
- Written by The Progressive Accountant
Dan Wernikoff, the EVP who has led Intuit’s Consumer Group, is shifting roles. CEO Brad Smith said during this week’s earnings webcast that after Intuit ends its year on July 31, Wernikoff will move into a role working with Smith on strategic projects.
Baker Tilly Adds Sales Director
- Monday, 21 May 2018
- People & Moves
- Written by Patrick O'Leary
Baker Tilly Virchow Krause has selected Joseph Shanahan, director of sales for employee benefits. His hiring comes as the firm grows its benefits and consulting practice. He will oversee new client acquisitions, along with implementing practice development strategies to determine client needs and opportunities in relation to employee benefits.
TaxAct President Leaving
- Saturday, 12 May 2018
- People & Moves
- Written by The Progressive Accountant
Sanjay Baskaran, president of TaxAct, has resigned his position. Blucora, TaxAct’s parent company, said this week Baskaran resigned immediately for personal reasons but will assist in the transition through August 1.
Eide Promotes Cybersecurity Head
- Thursday, 03 May 2018
- People & Moves
- Written by Patrick O'Leary
Eide Bailly has promoted Anders Erickson, head of the firm’s cybersecurity practice, to principal. Erickson will focus on expanding the engagement and scope of the team in the practice area.
Cherry Bekaert Names Managing Partner
- Wednesday, 02 May 2018
- People & Moves
- Written by The Progressive Accountant
Cherry Bekaert has named a new managing partner. The tax and accounting says that among changes effective this week, Michelle l. Thompson, has become managing partner and CEO, succeeding Howard J. Kies, who held the position for 27 years.
Block Names Marketing Chief
- Monday, 23 April 2018
- People & Moves
- Written by The Progressive Accountant
H&R Block has named Vinoo Vijay, who was most recently a TD Bank executive, as chief marketing officer. He fills the position left vacant when Kathy Collins left the tax services company in January.
Blucora Reports Exec Compensation
- Monday, 09 April 2018
- People & Moves
- Written by Bob Scott
Executive compensation for Blucora, parent of H.D.Vest and TaxAct, was a new game for 2017. All named executives for whom pay was reported were in their first full year last year.
HD Vest Hires Marketing Head
- Friday, 06 April 2018
- People & Moves
- Written by The Progressive Accountant
HD Vest Financial Services has hired Chau Nguyen Haner as head of marketing. Before joining HD Vest she spent more than eight years at LPL Financial, most recently as AVP of marketing.
Channel Exec Vetter Has Left Xero
- Monday, 02 April 2018
- People & Moves
- Written by The Progressive Accountant
Amy Vetter, who has held key channel positions, has left Xero Americas to concentrate on her own business. Vetter announced the change in a LinkedIn post with her profile showing she left. the cloud software company in March.
Vertex Names Chief Tax Officer
- Tuesday, 20 March 2018
- People & Moves
- Written by The Progressive Accountant
Vertex has named Mike Bernard, who had a 28-year career at Microsoft, as its chief tax officer. He will replace Peggi Rockefeller, who is retiring after working at the transaction tax software company since 2012.
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