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Alvarez & Marsal Taxand Bolsters Its Capabilities in the Northeast

May 04, 2018, 07:00 AM


Alvarez & Marsal Taxand, LLC, an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announced 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.

Helverson, 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 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.”







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