New York, NY – Alvarez & Marsal Taxand, LLC (A&M Taxand), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announces the addition of Jay Helverson and Rick Gardner, formerly of WTS U.S. LLC, as Managing Directors. Gerry Beach, Dylan Jeannotte, and Lee Zimet are joining as Senior Directors, and the addition includes additional professional staff located in Morristown, New Jersey and Boston, Massachusetts.
Mr. Helverson, Mr. Gardner and their team are recognized for their significant in-bound international tax consulting, mergers & acquisitions, tax advisory, bankruptcy taxation, and income tax accounting experience.
The addition of this talented group of professionals will bolster A&M Taxand’s presence in the northeast and its capabilities in international tax, tax accounting and compliance, and bankruptcy tax. This combination furthers A&M Taxand’s ability to provide international companies, funds and investors with a portfolio of sophisticated cross-border tax planning and compliance services.
“Having Jay, Rick and their team as part of the A&M Taxand family demonstrates our dedication to meeting and exceeding client needs with enhanced services including international tax and compliance advisory services,” said Ernesto Perez, Managing Director and Global Practice Leader of Alvarez & Marsal Taxand. “This addition is the latest step in our forward-looking growth strategy. We will continue to seek opportunities that strengthen our ability to provide customized tax advice to clients and investors across a broad range of industries and geographic regions.”
“We look forward to leveraging our industry expertise and cross-border capabilities with the dynamic A&M Taxand team,” commented Mr. Helverson. “A&M Taxand is a globally recognized leader in tax advisory services. The combination of our talented teams and vast resources will greatly benefit existing and future clients in the United States and globally.”
About Alvarez & Marsal Taxand
Alvarez & Marsal Taxand, LLC, an affiliate of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend A&M’s commitment to offering clients a choice in advisors who are free from audit-based conflicts of interest, and bring an unyielding commitment to delivering responsive client service. A&M Taxand has offices in major metropolitan markets throughout the U.S., and serves the U.K. from its base in London.
Alvarez & Marsal Taxand is a founder of Taxand, the world’s largest independent tax organization, which provides high quality, integrated tax advice worldwide. Taxand professionals, including almost 400 partners and more than 2,000 advisors in nearly 50 countries, grasp both the fine points of tax and the broader strategic implications, helping you mitigate risk, manage your tax burden and drive the performance of your business.
About Alvarez & Marsal
Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) when conventional approaches are not enough to make change and achieve results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services.
With over 3000 people across four continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, help organizations transform operations, catapult growth and accelerate results through decisive action. Comprised of experienced operators, world-class consultants, former regulators and industry authorities, A&M leverages its restructuring heritage to turn change into a strategic business asset, manage risk and unlock value at every stage of growth.
When action matters, find us at alvarezandmarsal.com. Follow A&M on LinkedIn, Twitter and Facebook.
Caitlyn Foster, 484-798-7730
Sandra Sokoloff, Senior Director of Global Public Relations
Alvarez & Marsal, 212-763-9853