Mark Margulies

Executive summary

Mark Margulies is the national managing principal of Tax Services at Grant Thornton and a member of the Executive Committee at Grant Thornton Advisors LLC.

He previously served as the regional managing principal for Grant Thornton’s Southeast region. In that role, he led a talented team of audit, tax and advisory professionals providing personalized, high-quality services for public and private clients across key industries. Margulies has also served as the firm’s managing partner for South Florida, which includes offices in Miami and Fort Lauderdale. Other prior roles at Grant Thornton have included: senior partner in the firm’s Corporate Tax practice; national Tax managing partner for Privately-Held Business; and Tax practice leader for Grant Thornton’s Southeast region.

Margulies joined Grant Thornton in 1999 after a successful nine-year career with a Big Four firm. He possesses in-depth consulting experience and a long track record of successfully serving clients in both the private and public sectors. Further, his technical background includes deep experience in corporate tax matters, including extensive practice working with SEC registrants around accounting for income taxes. Margulies also consults in areas such as tax accounting method selection and mergers and acquisition planning. His clients consider him a trusted business advisor who helps deliver personalized solutions to their federal, multi-state and international tax demands.

Margulies’s experience spans a variety of industries, most notably, technology, financial services, real estate, professional sports and manufacturing/distribution. He has worked with many significant public and private companies in South Florida over the years, including The GEO Group, the Miami Dolphins, Citrix Systems, the Florida Panthers and the Miami Marlins.

Professional qualifications and memberships

• American Institute of Certified Public Accountants (AICPA) – Member
• Florida Institute of Certified Public Accountants (FICPA) – Member
• University of Miami Citizen’s Board – Member
• University of Miami Accounting Advisory Council – Immediate Past Chair & Current Chair of Curriculum Committee
• Miami Dolphins Challenge Cancer-Sponsor, Heavy Hitter contributor
• Grant Thornton Political Action Committee – Board Chair

Presentations and publications

• Mark authored an article tailored to venture-backed companies on “Choice of Entity” which can be found on our website, at www.GrantThornton.com/technology.
  

Education

• Mark received a BBA in accounting and an MS in Taxation from the University of Miami