People & Moves (356)
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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...WK’s Marx Promoted in Reorg
- Monday, 27 February 2023
- People & Moves
- Written by Bob Scott
Jason Marx, who heads North America Tax & Accounting for Workers Kluwer, will become CEO of the company’s global Tax & Accounting division next month.
Jagst Takes Drake Job
- Monday, 20 February 2023
- People & Moves
- Written by Bob Scott
Industry veteran Matthew Jagst has become VP of product management at Drake Software this month. Jagst spent a combined 27 years with Creative Solutions and then Thomson Reuters, which purchased the former company in 1997.
Read more...ASL Names Four Principals
- Monday, 06 February 2023
- People & Moves
- Written by Bob Scott
Abbott, Stringham & Lynch, based in Campbell, Calif., has promoted four of its CPAs to principal. These are Helena Bouron, Anu Joshi, Charlie Shureen, and Amy Whitcomb Price.
New IRSAC Members Named
- Sunday, 29 January 2023
- People & Moves
- Written by Bob Scott
Nine new members have been appointed to the Internal Revenue Service Advisory Council. The IRS has named the individuals to serve three-year terms beginning this month.
Miller Kaplan Names Partners
- Monday, 16 January 2023
- People & Moves
- Written by Bob Scott
Miller Kaplan, a CPA firm based in Los Angeles, Calif., has promoted three individuals to partner. The three CPAs are Marijane Kantzabedian, Kelly Pollard, and Liel Shemtov.
AbacusNext Names Execs
- Thursday, 12 January 2023
- People & Moves
- Written by Bob Scott
AbacusNext, which owns the Office Tools practice management system, has hired three new executives. These included Arik Moav as CFO
Schuettler New LMBC Tech CEO
- Monday, 09 January 2023
- People & Moves
- Written by Bob Scott
LBMC Technology Solutions has a new CEO with the retirement of Jeff McCorpin. Stacy Schuettler takes over from McCorpin, who has retired after 26 years with the Brentwood, Tenn.-based firm.
Liberty Tax Parent Names CFO
- Monday, 09 January 2023
- People & Moves
- Written by Bob Scott
NextPoint Financial, which owns tax preparation chain Liberty Tax, has named Raymond “Randy” Guba as its incoming CFO. He replaces Scott Wright who got the job in July 2022.
H2R Names Tax Partner
- Monday, 02 January 2023
- People & Moves
- Written by Bob Scott
Phillip D. Zlokas has been promoted to tax partner of H2R CPA, a firm based in Pittsburgh, Pa.
SafeSend Adds Executives
- Monday, 19 December 2022
- People & Moves
- Written by Bob Scott
SafeSend has added executives to its leadership team. The newest leaders are Manir Zaman, VP of Engineering, and Andre Schwartz, VP of customer success.
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