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Running a Firm

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Thomson Tax, Accounting Chief Moves Up

Brian Peccarelli, Thomson ReutersBrian Peccarelli, president the tax and accounting unit has become co-chief operating officer. He is joined in the role by Neil Masterson as the company this week implemented a reorganization in preparation for the company’s selling a majority stake in its Financial and Risk business to Blackstone.

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Avalara Chooses Top Technologist

Danny Fields, AvalaraSales-and-use tax vendor Avalara has hired Danny Fields, an Oracle veteran, as EVP of engineering and chief technology officer. He succeeds Peter Harodon, who left the Seattle, Wash.-based company in January

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Crowe Names Chief Data Scientist

Justin Bass, CroweCrowe has named Justin Bass as the accounting firm's first chief data science officer. The Chicago-based accounting firm (known as Crowe Horwarth until this week) also created a  data science business unit, which employs more than 20 data scientists.

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RSM Names Strategy Leader

Jeff Johannesen, RSM US RSM US has named Jeff Johannesen as chief strategy and innovation officer, effective June 1. He has served firm’s national tax leader since 2011 and since 2015 has served as executive sponsor for the firm’s client experience strategy.

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Intuit’s Consumer Leader to Shift Roles

Dan Wernikoff, IntuitDan Wernikoff, the EVP who has led Intuit’s Consumer Group, is shifting roles. CEO Brad Smith said during this week’s earnings webcast that after Intuit ends its year on July 31, Wernikoff will move into a role working with Smith on strategic projects.

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Baker Tilly Adds Sales Director

Joseph Shanahan, Baker Tilly Virchow Krause Baker Tilly Virchow Krause has selected Joseph Shanahan, director of sales for employee benefits. His  hiring comes as the firm grows its benefits and consulting practice. He will oversee new client acquisitions, along with implementing practice development strategies to determine client needs and opportunities in relation to employee benefits.

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TaxAct President Leaving

Sanjay Baskaran, TaxActSanjay Baskaran, president of TaxAct, has resigned his position. Blucora, TaxAct’s parent company, said this week Baskaran resigned immediately for personal reasons but will assist in the transition through August 1.

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Jump-starting Project Accounting

When people hear the term “project accounting” they might think it is this about moving away from practice management software.  Project accounting’s intent is to incorporate project accounting tools within practice management software to give additional information. Accountants that leverage these tools have more successful outcomes for clients. 

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Eide Promotes Cybersecurity Head

Anders Erickson, Eide Bailly Eide Bailly has promoted Anders Erickson, head of the firm’s cybersecurity practice, to principal. Erickson will focus on expanding the engagement and scope of the team in the practice area.

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Cherry Bekaert Names Managing Partner

Michelle l. Thompson, Cherry Bekaert Cherry Bekaert has named a new managing partner. The tax and accounting says that among changes effective this week, Michelle l. Thompson, has become managing partner and CEO, succeeding Howard J. Kies, who held the position for 27 years.

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