Fitzgerald & Law, the global expansion and UK inward investment firm, today announced the appointment of Carla Graves, Keeley Stock and Louise Morriss as Directors.
Carla Graves (pictured right) will handle the UK tax affairs of the group’s corporate and personal clients, including continued responsibility for the Expatriate Tax affairs of their clients’ globally mobile workers, alongside existing Partner, Kiki Stannard.
Carla joined F&L from PKF in 2009 and, as well as being FCA and CTA qualified, she earned the Advanced Diploma in International Taxation in 2012 – a specialist qualification in international and cross-border taxation.
Gabriel Parrish, Senior Partner, commented: “The Partners are so pleased to have such fantastically capable and highly qualified employees become Directors following a recent and much needed reorganisation.
We’ve always been keen to nurture talent from within the organisation and their leadership has contributed immensely to the firm over the years.
All three have a proven track record for successfully leading large scale projects, driving innovation and providing superior client care. These promotions are thoroughly deserved.”
Power management company Eaton has announced that Mary Kim Elkins has been appointed senior vice president, Taxes, effective March 1, 2016. Ms Elkins will report to Richard Fearon, vice chairman and chief financial and planning officer. She is based in the Cleveland, Ohio office.
She succeeds John Mitchell, who will retire at the end of February.
“John has been an exceptional leader of our tax function for almost two decades,” Fearon said. “He has built strong processes and developed a talented team. We wish him the very best in retirement.”
Elkins joined Eaton in 2006 as director, Tax Strategy, for the Fluid Power group. She previously served as vice president, Operational Tax Strategy and most recently as vice president, International Tax Strategy. Prior to joining Eaton, Elkins held tax roles of increasing responsibility at Deloitte & Touche; Carr, Riggs & Ingram; and Cardinal Health.
“Mary Kim has played a key role in our tax function during the last ten years,” said Richard Fearon. “She has extensive experience in all aspects of tax and deep knowledge of Eaton’s businesses. I am excited to have Mary Kim as the new leader of our tax function.”
Elkins is a certified public accountant and member of the Ohio Bar. She received a bachelor’s of accounting degree from Troy State University and a law degree from Capital University.
To view tax opportunities with Eaton, please see their job postings here: https://www.etaxjobs.com/browse-jobs/eaton
My thanks go to Gene White, MD @ First Names Group for sending this press release to Tax Grotto.
Naylor Wintersgill has recruited Chris Gumbley as a tax partner, with effect from February 2016.
Managing partner, Vicky Wainwright said: “We are delighted that Chris has chosen to join the Naylor Wintersgill team on a full time basis.”
Practice chairman, Alan Wintersgill added: ‘Chris is already well known to many of our clients through his tax consultancy work with us. He is an excellent addition to the team and will head up the Naylor Wintersgill tax department.”
Before setting up his own practice in 2003, Chris Gumbley was a partner at Mazars for 16 years as well as the Regional Tax Partner for the North from 1997 to 2003.
MetLife has recruited Tamara Saverine as Senior Counsel, Tax & ERISA team. She started in February and is based in the US.
Ms Saverine joins from Guardian Life where she was Senior Tax Counsel with broad responsibility to advise internal business clients on product (annuity and life insurance), employee benefits (including deferred compensation), state and federal corporate tax issues.
She has over 10 year’s tax experience, all of which has been gained in-house, initially with United Technologies, then The Hartford and most recently with Guardian Life.
PKF Littlejohn, the London member firm of PKF International, has announced the appointment of three partners and five other professionals. They all join on February 8th from inward investment specialists, Fitzgerald & Law. The partners are Dominic Fiore, Keith Steele and Jonathan Boyfield.
Managing partner, Carmine Papa (pictured 2nd from left), said: “These appointments fit well with the increasingly international focus of the firm. Dominic, Keith and Jonathan have ambitious plans to grow their practice areas and their contributions will help the firm to grow from its current income of £22m to its target income of £25m for 2017 and £40m for 2018.”
Jonathan Boyfield (pictured far left) is a tax partner specialising in expatriate and non-domiciled individual private tax issues. He has has been a partner with Fitzgerald & Law for over 10 years and brings with him a team of five tax professionals. They will join the US expatriate tax team, based in Canary Wharf.
Questro International has announced today the opening of a new office in Germany and the recruitment of Thorsten Schaus as their new TP Leader in Germany. Thorsten will also assume a global mandate to grow the Financial Services transfer pricing offering within Questro.
Thorsten joins the firm after more than 10 years of Big 4 transfer pricing experience. Most recently he was a Tax Partner and EMEA FS TP Leader at KPMG, based in Germany. He was also a key member of the Global Steering Committee for FS TP.
During his Big 4 career, he worked as operative as well as lead engagement Partner for a number of international banks, insurance companies, asset managers and real estate investors. In addition, he has gained significant experience through direct involvement in M&A (Tax Due Diligence) as well as national and international tax planning assignments and treasury engagements for large corporates including inter-company cash pooling and financial guarantees.
Prior to his Big 4 career, Thorsten was with Frankfurter Sparkasse for over seven years.
Thorsten comments: “I am delighted to be joining one of the most innovative transfer pricing advisory firms in Europe today and building out a strong German and Financial Services practice. Over the past 3 years, Questro has build up a robust market reputation across its offices in Switzerland, the Netherlands, & Denmark, and I look forward to leveraging on that success in Germany.”
The National Bank of Abu Dhabi has hired Mahesh Lakhani as Head of Tax Management for the MENA, Europe and Americas regions. He starts this new role on Monday 1st February and will split his time between London and Abu Dhabi.
Mahesh is a highly-regarded financial services tax specialist in the UK. Most recently he was London Head of Tax at National Australia Bank, but he has held leadership roles at KBC, Credit Suisse and Commerzbank.
He will work closely with PwC’s tax leader for the North, Martin Hodgson.
Commenting on his appointment, Mr Hodgson said: “This appointment reflects our strategy of building the right team of specialists so that we can continue to help our clients be successful. The experience that Kit has acquired from his time in London, combined with his knowledge of the region gained through much of his career here, will benefit our clients and shows our commitment to recruit and retain the best talent. It is testament to the strength of our practice, and Northern Powerhouse region as a whole, that we are able to attract industry leaders to the North West.”
Mr Dickson said: “It’s an exciting time for the region, with Manchester at the forefront of the devolution agenda, development of Airport City making it the international gateway to the North, an increased level of M&A activity and inwards investment in recent months. The opportunity to return to such a dynamic marketplace was too good to miss and I am looking forward to working with Martin and the team at PwC to help support both new and existing clients with their growth ambitions.”