Alvarez & Marsal Taxand, LLC, an affiliate of leading global professional services firm Alvarez & Marsal, announced that Jeffrey Schwarcz has joined the firm’s tax practice as a senior director in New York, bolstering its ability to advise clients on acquisitions, reorganizations, dispositions, leveraged buy-outs, recapitalizations and other tax matters.
With experience as an attorney, a consultant and a Certified Public Accountant, Schwarcz specializes in providing strategic counsel on domestic and international private equity and corporate tax matters, the tax aspects of mergers and acquisitions, inbound and outbound transactions and tax controversies. He has served clients in a variety of industries, including banking and financial services, energy and infrastructure, entertainment, manufacturing, retail, technology as well as wholesale and distribution.
“As private equity and corporate players continue taking advantage of the favorable rate environment and look to sell assets that have appreciated considerably in the last few years, they need the industry’s most practiced advisors to ensure transactions are structured in a tax-efficient manner,” said Ernesto Perez, Global Practice Leader of Alvarez & Marsal Taxand in New York. “Jeff brings the kind of diverse background and deep expertise that ensures our ability to help clients make complex deals.”
Prior to joining A&M, Schwarcz was a senior manager in the mergers and acquisitions tax practice at a New York-based big four firm, where he provided advisory services, including tax due diligence, model review and structuring. Prior to that, he was an attorney at Andrews Kurth LLP, where he advised clients on tax-related aspects of mergers and acquisitions, tax-free reorganizations, joint ventures, securities offerings and cross-border investments. He also advised clients on debt restructurings, both in and out of bankruptcy.
Schwarcz earned a juris doctorate from Hofstra University School of Law and a bachelor’s degree in accounting from Binghamton University. He is admitted to practice law in New Jersey and New York and he also holds a Certified Public Accountant (CPA) license in New York. Mr. Schwarcz is Vice President of the New York Chapter of the American Association of Attorney-CPAs (AAA-CPA).
Alvarez & Marsal Taxand, LLC, an affiliate of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend A&M’s commitment to offering clients a choice in advisors who are free from audit-based conflicts of interest, and bring an unyielding commitment to delivering responsive client service.