Head of Global Financial Services Tax
KPMG in the U.S.
Joe is the Tax Regional Managing Partner (RMP) – Markets & Services in the US and Head of KPMG’s Global Financial Services Tax team. With over 30 years of experience advising clients on complex tax issues, Joe has in-depth industry knowledge of the global financial services tax landscape. Joe has served as lead Tax partner for a range of investment banks and global companies. Joe’s client work focuses primarily on taxation of financial instruments, international tax, mergers, acquisitions, and divestitures. Before re-joining KPMG in 2009, Joe spent 16 years at Travelers Group and Citigroup where he held various positions including the role of deputy chief tax officer at Citigroup, where he led a large team responsible for international tax, state and local tax, M&A tax, and VAT.
Tax Banking Advisory Capital Markets Enterprise Financial Management Financial Services
B.S. degree in accounting from St. John’s University
J.D. degree from Villanova University
Master of Laws (LLM) degree in taxation from New York University
M.B.A. from Columbia University