Robert Guarnieri Email & Phone Number

Boston, Ma, Us

Delivering tax and regulatory focused transformation services to clients in the Financial Services, Digital Asset, and Professional Services sectors. Leveraging deep industry knowledge, relationships, and expertise to focus on optimizing business processes and implementing innovative technology solutions to help clients drive efficiency, manage risk, and realize value.

Draper, Utah, Us

Spearheaded Alliances and Ecosystems at TaxBit, a distinguished SaaS startup specializing in tax and accounting, acclaimed as a leader in the Forbes Fintech 50 and the Deloitte Technology Fast 500. TaxBit is at the forefront of delivering modern tax and accounting solutions across the Digital Asset, Fintech, and Gig Economy sectors. Played a pivotal role in embedding solution and technology partners within TaxBit’s strategic expansion plans targeting Fintech/Gig Economy enterprises, including compliance initiatives such as DAC7, CESOP, and DAC8/CARF for the Enterprise Tax product. Supported the integration of the new FASB accounting standard for digital assets and IFRS within the Enterprise Accounting product. Leveraged a combination of buy-from, co-sell, and sell-to strategies with partners to expedite market entry, generate new revenue streams, and enhance partner product and service offerings.

Worldwide, Oo

Served as the lead partner for tax technology and transformation, overseeing a team of over 50 professionals and managing more than 25 Private Equity, Hedge Fund, Family Office, Mutual Fund, and Insurance clients, generating over $40M in revenue in 2022.Led a multi-year transformation of the Hedge and Mutual Fund tax practices and crafted a strategic alliance framework for the rapidly developing Blockchain and Digital Assets sector.

London, Gb

Led the development of a Financial Services-focused Tax Performance Advisory (TPA) practice to take advantage of market opportunities related to regulation of financial services companies and continuing complexity in the tax operations arena. Leveraged prior software vendor relationships, as well as developed new ones, to help drive additional market opportunities uniquely suited to Financial Services, including information reporting/withholding, fund compliance and insurance statutory provision solutions.

London, Gb

Served as the first global leader for the Tax Performance Advisory (TPA) practice, which included a rotation to the UK in 2008. As a member of the EMEIA and Global Tax leadership teams set the vision and strategy for TPA and the broader Tax practice during a time of unprecedented upheaval caused by the financial crisis.

London, Gb

Worked with several partners to develop a new line of business to deal with the confluence of events that came out of the Sarbanes-Oxley Act. Took on the Financial Services leadership role of this new practice and grew revenue to $15M in 2008 across the following offerings: SOX adoption, internal controls remediation, deferred tax balance analysis, FIN 48 adoption, and tax function assessments.