Will is a Partner in the Tax Practice at KPMG in Bermuda, where he leads a team of professionals providing tax services to entities across the global financial services industry. With more than 25 years at KPMG in Bermuda, he has extensive experience advising multinational insurance groups, captive insurers, investment funds, and a broad range of other financial services businesses.
Throughout his career, Will has led numerous tax compliance and advisory engagements involving complex US and international tax considerations. His experience includes advising US entities on the application of international tax provisions, foreign information reporting, and other cross‑border requirements.
Will has significant experience with US federal and state income tax compliance for US and foreign insurance companies, investment funds, trusts, and collective investment structures. He assists clients in accounting for income taxes in accordance with GAAP and applicable statutory guidelines, ensuring accurate and compliant reporting. He also supports clients in navigating global tax transparency initiatives, including FATCA, CRS, and country‑by‑country reporting.
A core part of Will’s recent work includes advising MNE groups on the implementation of the Bermuda corporate income tax. He has also helped a wide range of stakeholders understand and meet the requirements of Bermuda’s Economic Substance Act, guiding entities from multiple industries through their compliance obligations.