Partner in Charge of Risk Management – Tax, effective October 1. James will officially complete his service in the role on September 30. Mark French will succeed Melissa as Tax Business Unit Partner in Charge for the Bay Area Business Unit, effective April 1.
Melissa, Mark and James will work together closely to help ensure a smooth and seamless transition.
As National Partner in Charge of Risk Management – Tax, Melissa will work closely with Ed Cannizzaro, National Managing Partner – Risk Management, to establish and evolve effective risk-management policies and processes associated with the firm’s Tax services and related business initiatives in this period of significant change and opportunity.
Melissa brings extensive experience and perspective both as a Business Unit leader and a client service partner to her new role. In a time of accelerating and disruptive technologies, her deep knowledge and experience in the technology industry will be critical in leveraging new capabilities to help protect the firm while enabling quality growth.
Having played a pivotal role in the growth of our practice in the Bay Area and Silicon Valley, where he is based, Mark brings critical experience to his BUPIC role. He serves as the lead Tax partner on several of our largest accounts. He has also served as the Major Market Leader for M&A Tax in the Bay Area for several years.
Please join us in congratulating Melissa and Mark on their new roles. In addition, we would like to take this opportunity to recognize and thank James for his significant contributions. James was instrumental in ensuring the firm’s success under the Expanded Permissions from the Deferred Prosecution Agreement (DPA). He led the development of the necessary training, policies, processes, and reporting mechanisms that served as the foundation for the U.S. Attorney’s decision to make the Expanded Permissions permanent. As a result of this modification of the DPA, the Tax practice was able to serve a broader array of clients, provide additional services, and enter into alternative-fee arrangements, all of which previously had been prohibited. In addition, James has worked closely with Tax leadership in designing and implementing effective risk management processes to foster the consistent delivery of high-quality tax services to our clients, while ensuring compliance with firmwide and professional standards.
On October 1, James will join the firm’s Independence Group to lend his leadership, experience, and insight to the team that assesses the permissibility of tax services for audit clients.
In addition to heading the Bay Area Business Unit for the past nine years, Melissa has served a wide variety of both privately held and publicly traded clients, primarily in the technology industry. She has served as the lead Tax partner on a number of Fortune 500 technology companies. Melissa has also been a member of KPMG’s Partnership Council.
Mark has specialized in Strategic M&A for the past several years. During his 29-year career at KPMG, he has also worked in the International Tax, Washington National Tax, Global Mobility, and Audit practices.
In addition to his Risk Management role for Tax, James has served in a number of key leadership roles where he provided a range of services to clients as part of the firm’s Federal Tax practice. He also has led the Mergers and Acquisition Tax practice in the Southwest Area. He is a member of KPMG’s Legal, Risk and Regulatory Committee and serves as the Global Chair for Tax Risk Management for KPMG International.