Miami-based IPA 100 firm Kaufman Rossin (FY22 net revenue of $107.2 million) has admitted James “Andy” Osteen as a principal in its tax advisory services practice.
Osteen provides tax compliance, advisory and consulting services for various clients, including high-net-worth individuals, estates, trusts and tax-exempt organizations, specializing in individual, S-corporation, family limited partnership, fiduciary, gift, estate and generation-skipping transfer taxation and planning for foreign and domestic clients. He also assists foreign and domestic clients with offshore and onshore voluntary disclosure compliance.
“Over the past 10 years, Andy has demonstrated an unparalleled intellectual curiosity and ability to effectively communicate complex tax matters, which proved he was ready to take on the responsibilities that go with the principal designation,” says estate and trust principal and practice leader Mark Scott.
The firm has also promoted Joy Batteen to the role of chief people officer and Richard Salinas to chief operating officer.
Batteen leads the HR department and has been instrumental in the firm’s diversity, equity and inclusion (DEI) council, leading the development of education and awareness programs and other initiatives.
“For over a decade, Joy has been a key part of enhancing the culture of our firm,” says CEO Blain Heckaman. “In her new position, she will find new ways to help us attract, recruit, retain and develop our most important investment: our people.”
Salinas is an accomplished COO and manager with over eight years of leadership experience. Most recently, he served as COO for a multinational fine jewelry company, where he managed the day-to-day administrative, financial and operational functions of the manufacturing, distribution and retail businesses. During his public accounting career, Salinas has worked with clients in the legal, technology, manufacturing, distribution, professional services, real estate, health care and financial services industries, providing accounting services, internal and external audits, regulatory compliance recommendations, operational assessments, process improvement, software selections, outsourced C-suite management and risk assessments.
“In his new position, Richard will be focused on innovation, process improvement and efficiency across our offices,” says Heckaman. “His extensive understanding of operational functions and technology will play a major role in propelling our firm into the future.”