Robert Picerni

About Robert Picerni

As a Financial Services Lead Tax Partner, Rob is responsible for the overall delivery and execution of tax services for his clients. With a proven track record of effectively servicing clients, Rob has a reputation for helping clients navigate highly complex tax laws and regulations in order for them to effectively run and grow their businesses. For over 30 years he has dedicated himself to creating positive results for clients and has experience servicing corporations and partnerships in the financial services industry. Clients appreciate his wisdom, effectiveness and efficiency in providing value added services to them. Rob has assisted clients on a global basis spanning the US, UK, Latin America, Hong Kong, India, Luxembourg, Japan and Canada. Through his vast experience, Rob has developed the foresight and knowledge to see both promise and pitfalls. He functions as the trusted and surefooted guide, both consistent and persistent, in helping to explore the terrain of a new jurisdiction while carefully and thoughtfully balancing risk and opportunity. Successful, accomplished, yet relentless in the pursuit of excellence, Rob understands his clients’ business needs and goals are distinctively unique, requiring a tailored approach. With his trusted team and network of specialists, he invests his leadership, time and focus to discern the nuances of each client’s goals. Rob’s leadership style is driven by his passion to serve others and his dedication to inspire and empower his teams to be the best that they can be. He is sought out as a role model for his client service skills and the ability to hear multiple points of view, to relate to people, and to bring a calm and committed style to reaching successful decisions and outcomes.

Experience

1. Us Banking & Capital Markets Tax Leader and Financial Services Lead Tax Partner

   PwC

   Jul 2005 — Present · New York, NY, US

   Rob is PwC\'s US Banking and Capital Markets Tax leader and a Financial Services Lead Tax Partner with more than 30 years of experience. He has held numerous PwC leadership positions over his career such as the Financial Services Tax Leader for the NY Region, the Tax Operations Leader for the NY Region and the leader of PwC’s Stamford tax practice. Rob has broad-based tax experience with some of the firm\'s premier financial services clients. He has extensive knowledge and specialization in the federal, state/local and international taxation areas, as well as experience servicing both corporations and partnerships. Rob also has significant experience in tax accounting and has worked on numerous high-profile initial public offering transactions throughout his career. He is a Certified Public Accountant in New York and a member of the AICPA and the Wall Street Tax Association.

Education

• Iona University

  Bachelor of Science (BS), Accounting

Skills

• Tax Research
• Income Tax
• International Tax
• Financial Services
• Financial Analysis
• Financial Reporting
• Tax Accounting
• Accounting
• Tax
• Management
• Gaap
• Due Diligence
• Hedge Funds
• Financial Accounting
• U.s. Generally Accepted Accounting Principles (Gaap)
• Tax Law
• Private Equity
• Sec Filings
• Sarbanes-Oxley Act
• Corporate Tax
• Auditing
• Cpa
• Internal Controls
• Us Gaap
• Tax Advisory