In March 2023, Jon joined Forvis Mazars US and is a principal in the International Tax and Transfer Pricing practice. Jon is the transfer pricing leader for the U.S. firm and the co-leader of the transfer pricing service line for the firm’s global network.
Prior to joining Forvis Mazars, he spent more than 16 years as part of an international accounting firm’s international tax and transaction services practice, specializing in transfer pricing. Jon joined that firm in London, U.K., in 2007, before spending six years in New York, New York, and the remaining years in Charlotte, North Carolina. At this firm, Jon served clients in a wide array of industries, including commercial products, manufacturing, technology, payments, healthcare, and metals and mining but was primarily focused on the financial services industry.
Jon’s transfer pricing experience has covered a range of compliance, advisory, controversy, and other issues for clients with varying domestic and global footprints. Jon is the lead transfer pricing advisor for many large multinational clients in multiple industries. Many of the engagements that he has managed have entailed the preparation of global transfer pricing documentation or planning studies for compliance with national and international regulations and guidelines. However, Jon also has extensive experience on transfer pricing audits, controversy enquiries, advanced pricing agreements, operational/implementation engagements, and startup/restructuring assignments. Jon has also assisted clients with various complex technical matters, including captives, permanent establishments, intangible property valuation, debt/equity and thin capitalization analyses, cash pooling, blocker financing, and internal financing transactions.
He has passed all three levels of the Chartered Financial Analyst® qualification and has completed the Enrolled Agent program. Jon has represented many clients before the IRS.
Jon is a graduate of The London School of Economics and Political Science (LSE), U.K., with a B.Sc. degree in economics and economic history.