January 2020 – Invoke Tax Partners, a State and Local Tax firm, has named Matt Fossey as Chief Executive Officer. Matt is a prominent fixture in the industry and brings more than 16 years of experience providing strategic leadership anchored in integrity and ingenuity.
“Matt was the clear choice to take operations to the next level. Not only is he well-respected amongst his peers, he also portrays a kindred entrepreneurial spirit in all of his dealings,” said Mark Boozer, Founding Partner/Chairman of Invoke Tax Partners. “Matt is the type of leader who can steer Invoke to transcend its capabilities and continually ensure its exponential growth.”
Early in his career, Matt joined a newly minted national tax firm as its first Managing Consultant. He went on to acquire ownership and serve as a Senior Executive during two private equity holds. His personal trajectory provided unique experience with business development, sales strategy, technology development, and multimillion-dollar P&L management. Matt managed hundreds of employees throughout North America and provided key executive leadership to increase the firm’s valuation from $11 million to $150 million.
“Matt brings a multitude of experience and expertise to Invoke having spent his entire career in the State and Local Tax industry,” said Jerrod Raymond, Founding Partner of Invoke Tax Partners. “When we sat down to talk about an opportunity to build a firm with a great culture, the latest technology, and a structured sales path to take to market, I knew Matt would be a perfect fit.”
Since partnering with Invoke, Matt has focused on building the right foundation to support a sustainable growth and delivery model. With three major pillars in mind – consistency, clarity, and discipline – Matt has instilled a transparent and collaborative environment that prides itself on both internal and external engagement.
“I am honored to lead such an excellent group of tax professionals as we bring a new vision of State and Local Tax solutions to life in 2020,” said Matt Fossey, CEO. “Invoke is in the unique position to operate in the national marketplace as a true independently owned and operated SALT practice. This agility allows us to focus solely on our client’s needs rather than satisfying outside sources.”