Professionals on the move – May 2024

“Professionals on the Move” is a summary of recent promotions, leadership changes and other personnel announcements from across the industry.

Wolters Kluwer announces two senior management appointments

Wolters Kluwer, a global leader in information, software and services for professionals, recently appointed Atul Dubey as CEO of its Finance, Risk and Regulatory Reporting (FRR) business, part of its Corporate Performance & ESG (CP and ESG) business. Suzanne Konstance will succeed Dubey as CEO of Wolters Kluwer Legal & Reguly US, part of the firm’s legal and regulatory department, effective May 1.

Dubey joined Wolters Kluwer in 2016 as a chief strategy officer with extensive experience in institutional banking, having held senior management positions at Citigroup, S&P Global and Booz Allen.

Konstance held management positions at Wolters Kluwer for eight years, during which she gained extensive experience in product management, strategy and go-to-market. Most recently, she served as vice president and Lien Solutions segment leader in the Wolters Kluwer Compliance Solutions business unit – part of the Financial & Corporate Compliance (FCC) division. It has successfully engaged in introducing AI-enabled products to transform businesses while achieving above-average market growth rates. Prior to joining Wolters Kluwer, Konstance held senior positions at Pitney Bowes, Citibank and MetLife.

KSM announces nominations for five new management positions

Katz, Sapper & Miller (KSM) recently announced the appointments of Erin Eberly, Jason Patch, Mike North, Mike Lee and Jamie Ellis to newly created positions overseeing the firm’s tax, audit and advisory practices, its industry groups and operations. As accountability partners, Eberly, Patch, North, Lee and Ellis set strategic direction and oversee recruitment and talent development in their areas. They also work together to provide KSM employees and customers with a world-class experience. Together with CEO and President Tim Cook, they form the KSM executive committee, the company’s leadership team.

Erin Eberly was appointed managing partner of KSM tax services. In this role, Eberly leads tax professionals throughout the company to provide excellent tax compliance and advisory services. Since joining the firm in 2002, Eberly has served as a tax and business advisor to entrepreneurs, high-net-worth individuals, high-growth companies and some of the most important technology companies in central Indiana as partner-in-charge of KSM’s Industrial Services Group technology division. She played a key voice in creating the company’s internal diversity initiative and is a pioneer in the professional development of women.

Jason Patch is a newly appointed partner of KSM revision services. In this role, Patch leads auditors across the company to ensure excellent audit and assurance services. Since joining the company in 2001, Patch has provided audit, review and attestation services to clients across a wide range of industries, with an emphasis on manufacturing and distribution. He serves as a partner responsible for the company’s production and distribution services group.

Mike North took over the role of managing partner of KSM advisory services. In this role, North leads a team of specialists across the company who provide a range of specialist advisory services. Since joining the firm in 2000, North has consulted with clients in the areas of mergers and acquisitions, financial reporting, audit, compliance and internal controls. As a member of North’s executive committee, he is responsible for KSM’s M&A initiatives and other strategic investments.

Mike Lee became a partner responsible for the KSM key industries. In this role, Lee provides guidance and direction to the company’s industry leaders and supports the development and execution of their strategic go-to-market plans. Helps provide world-class customer service by leveraging industry knowledge, setting customer service standards and implementing processes and programs that exceed KSM customer expectations.

Jamie Ellis is the operational director of KSM, and also took up the position of managing partner operations. Ellis leads a team of operational leaders whose goal is to align and optimize KSM’s resources and capabilities with the company’s strategic direction. Additionally, Ellis focuses on the overall strategy and direction of the company, leveraging his previous experience in various operational and finance roles to help KSM grow.

FORVIS adds two managing directors to its state and local tax team
FORVIS, integrated professional services firm has hired two new managing directors to strengthen its state and local tax (SALT) practice in two key markets. Karin Ecroyd joined the company in New York, New York, and Scott Smith joined the company in Nashville, Tennessee. Karina Ecroyd has 34 years of experience, deep technical knowledge and extensive multi-state tax experience advising large multinational corporations, pass-through entities and closely held businesses in a wide variety of industries. Ecroyd has divided her career between in-house and public accounting positions at local and international companies. He has extensive experience in the SALT space, including revenue and franchising, sales and use, reserves, compliance, mergers and acquisitions and transactions, and audits. Ecroyd is a licensed CPA in New York and Colorado. She is a former member of the New York chapter of the Tax Executives Institute, where she chaired the State and Local Tax Committee and was a member of the State Tax Board and participated on the Legislative Committee. He is a frequent lecturer, moderator and author of publications. Ecroyd earned a master’s degree in taxation from SUNY Albany in New York. Scott Smith he also has 34 years of experience with regional and international professional services firms, including nearly a decade of experience as a national technical practice leader immediately prior to joining FORVIS. He provided technical leadership on tax matters in multiple states and focused on developing new service offerings, thought leadership, training, quality control and risk management. Scott’s primary focus is state corporate income and franchise taxes, but he also has experience with state personal income taxes, sales and indirect taxes, and gross receipts taxes. Smith is a member of the Tennessee Bar, Washington Bar, D.C. Bar, and Ohio Bar, and is admitted to practice before the United States Supreme Court and the United States Tax Court. He received his LLM from Georgetown University Law Center and his JD from the University of Toledo College of Law.

Schneider Downs is expanding its management team

Schneider Downs & Co., one of 60 independent CPA firms, recently announced that Erin Wood has joined the firm’s growing tax practice as chief tax officer.

Wood has over a decade of experience providing tax planning, consulting and compliance services to all types of nonprofit and tax-exempt organizations. Prior to joining Schneider Downs, she worked at a Big 4 accounting firm where she specialized in Affordable Care Act consulting for large health systems and other health care organizations.

Wood will consult with clients on all aspects of the tax lifecycle process – tax compliance, tax planning, tax accounting and audits, and tax controversies. Advises clients on a variety of issues including executive compensation, claims for tax-exempt status, private benefits, employment contract and indirect sanctions issues, unrelated business income tax, organizational structure and planning, supporting organizational qualifications and compliance and other tax issues in relationships.

Wood earned a bachelor’s degree in economics and a master’s degree in accounting from the University of Pittsburgh.