Alvarez & Marsal Tax (A&M Tax), an independent tax group made up of experienced tax professionals and part of Alvarez & Marsal , LLP (A&M) announced the appointment of Ms. Amanda Bowker (US), Mr. Chad Woodfork (US), and Mr. Rhys Owen (UK) as Managing Directors. These additions highlight A&M’s focus on providing the broadest tax services portfolio to clients, ranging from private equity funds (PE) to mid-market and global enterprises, which require solutions for local issues, cross-border transactions and restructured operations.
Collectively, Ms. Bowker, Mr. Woodfork and Mr. Owen bring more than four decades of Big 4 experience advising enterprises, providing comprehensive strategic tax counsel and solving for everyday tax concerns. Their joining aligns with A&M Tax’s strategic growth plan of adding depth, expanding markets and helping clients navigate a rapidly changing tax landscape.
Ernie Perez, Global Practice Leader of A&M Tax, pointed to continuity of purpose, “A&M has a strong legacy of mid-market and large enterprise tax expertise demonstrated by our 2022 double digit growth and recently announced mergers and acquisitions (M&A) Tax team, in Germany, led by Managing Director Clemens Petersen. Continued market and regulatory uncertainty call for Amanda’s, Chad’s, and Rhys’ in-depth knowledge to help clients maximize value against the backdrop of current and anticipated tax issues.”
Ms. Bowker specializes in global transaction tax for PE and corporate clients especially relating to state and local tax transactions. She has significant, multi-sector experience in tax structuring and planning, legal entity selection, issues of survival of state tax attributes, unitary group filing requirements, and post transaction integration and risk mitigation. Prior to joining A&M Tax, she served as a Managing Director in KPMG’s State and Local Tax Practice advising M&A clients. She has a Master of Law (LL.M) in Taxation from the University of Washington Law School.
Mr. Woodfork specializes in US indirect taxes, concentrating on sales and use tax, reverse audits and defense with special expertise in chemical and industrial manufacturing. He has in-depth experience analyzing complex data for error detection, conducting tax compliance reviews, developing tax planning strategies, and examining nexus issues to help clients minimize tax liabilities and maximize profitability. Prior to joining A&M Tax, he was a Partner with KPMG’s State and Local Tax practice, and previously spent five years as a state tax auditor with the Texas Comptroller of Public Accounts.
Mr. Owen has extensive experience working with PE funds on portfolio tax concerns, with special expertise in advising financial investors. He has worked on a range of financial funds creation and high-profile fund raising in private credit, real estate, and VC markets He has advised large European and US asset managers on launch strategy, carried interest planning, and other strategic and operational issues. Prior to joining A&M Tax, Mr. Owen served as a Partner at EY. He was called to the Bar in London in 2009.
Marvin Rust, Managing Director with Alvarez & Marsal Tax U.K. and head of A&M Tax Europe, stressed the Financial Advisor group’s recent hiring momentum, “Rhys’ strong PE and portfolio tax issues knowledge, across multiple markets, and geographies will benefit clients facing complex cross-border US and international tax issues. Rhys has developed creative tax solutions that solve for transaction tax concerns and boost value across the deal life cycle. His operational and results-driven mindset aligns with A&M’s problem-solving heritage and commitment to professional excellence.”