EY has appointed Partner Katherine Bullock to lead its UK and Ireland Private Client Services practice (outside of London). Prior to taking up this role she was actively involved in directing private client services in Europe, Middle East, Africa and India in her capacity as Deputy Leader for Private Client Services for EMEIA region.
Katherine has advised some of the wealthiest individuals in the UK on their business, family and charitable interests. She is a barrister, chartered tax adviser, certified financial planner and member of the Society of Trust & Estate Practitioners, with an MA in Law from Cambridge University.
Katherine said: “EY places real importance on the role of entrepreneurial and mid-market business owners, and I’m pleased to be joining such a talented team of private client specialists, who are dedicated to making EY the natural home for entrepreneurs and private clients.
“We’ve got great plans for helping our clients really maximise the UK’s economic upturn, working across our worldwide network with our global colleagues to support those with international interests. I’m looking forward to getting out there and starting to help our business owner and private company clients solve their tax and wealth planning challenges.”
Jason Lester, EY’s Head of Tax in the UK and Ireland, commented: “By continuing to invest in our people, we’re targeting new tax opportunities. Katherine’s industry leading expertise advising individuals, families and businesses, her proven leadership skills and ability to build long-term client relationships will help us deliver on our growth plans in Private Client Services across the UK and Ireland, and internationally.”
Before joining EY in May 2015, Katherine was UK Head of Private Client at PwC. She is based from EY’s Leeds office.
EY has announced that Lucia Hlongwane will be joining the Firm as Africa Tax Leader. She will also become a member of the Africa Executive.
Lucia joins from the Barclays Africa Group where she has been Group Head of Tax since 2013. Prior to this she worked at Shell as Africa Head of Tax.
She is joint president of the South African Institute of Tax Professionals and is a Tax Committee Member of Business Unity South Africa.
The current Africa Tax Leader, Jim Deiotte, will retire from the US firm at the end of the year.
Deloitte has recruited a very senior tax professional in Péter Gerendási, who joined the Firm in Budapest on September 1.
Peter has held several leadership roles with PwC. He was Head of Tax in Hungary from 1995 to 2001. In 2002 this role was expanded and he led tax services for the entire Central and Eastern European region, comprising 29 countries. During this period he grew revenues to $150 million.
In 2007 he was promoted again to be CEO of the Firm’s Russian practice and in 2012 he relocated to Melbourne office to lead the Asia Practice.
Taxand announced today that its current German member firm, Luther, will be leaving the organisation. Luther wishes to be part of a broader legal network, rather than one focused solely on tax, as is the case for Taxand.
Flick Gocke Schaumburg will replace Luther as Taxand’s member for Germany.
Frederic Donnedieu, Chairman of Taxand, commented: “I am delighted to welcome Flick Gocke Schaumburg to Taxand who are recognised as the leading specialised tax firm in Germany with extensive and long-standing experience in many key sectors. I know Taxand clients will benefit greatly from their outstanding expertise in German and international tax law. I want to thank our colleagues at Luther for their many years of contribution to Taxand and to wish them all the best in their future endeavours.”
Taxand also announced today the recent appointment of new members to its global Board. The current leadership team comprises:
Frederic Donnedieu, Chairman, Taxand France
Timothy Wach, Global Managing Director
Ricardo Gomez, Taxand Spain
Mukesh Butani, Taxand India
Keith O’Donnell, Taxand Luxemburg
Veerinderjeet Singh, Taxand Malaysia
Ernie Perez, Taxand US
Marc Sanders, Taxand Netherlands
Bernard du Plessis, Taxand South Africa
Martin Phelan, Taxand Ireland
Thomas Roedder, Taxand Germany
Prof. Dr. Thomas Rödder is based in the Bonn office of Flick Gocke Schaumburg and deals with German tax law, accounting law and international tax law. His focus is on corporate and family-owned clients. Flick Gocke Schamburg specialises only in tax-focused legal advice. Roughly half of the partners and associates are lawyers, the other half being certified tax advisors and public auditors.
The Firm has offices in Bonn, Berlin, Frankfurt, Munich, Hamburg and representative offices in Vienna and Zurich. It was founded in 1972 by Hans Flick and Rudolf Gocke and has grown organically since then.
KPMG has appointed Karen Witton as the South Region Chair with effect from October 1. She succeeds Phil Cotton.
Karen has worked at KPMG for over 10 years and was promoted to vat partner in 2011. She currently leads the UK VAT compliance team and leads all VAT services in the South. In her new role she will steer KPMG’s 1,000 strong team across 5 offices: Bristol, Reading, Plymouth, Southampton and Cardiff.
Karen commented: “Under Phil Cotton’s chairmanship, KPMG in the South has enjoyed rapid growth and I’m looking forward to working closely with colleagues in all five of our regional offices to ensure that we build on this impressive progress.”
Bober Markey Fedorovich, a Top 20 Northeast Ohio CPA firm, has announced a few leadership promotions at the firm this month. These include Tod Wagner, who has been named Managing Partner of BMF’s Cleveland Office
Wagner joined BMF as part of last year’s merger with Cleveland-based firm Libman, Goldstine, Kopperman & Wolf.
In this new role, Wagner will work closely with Fedorovich, focusing on continued growth and expansion of the Cleveland office. Wagner has served as a tax partner in the Cleveland office, and brings more than 20 years of experience to middle market businesses and their owners. Along with his broad background in corporate and individual tax planning, Wagner has extensive expertise with mergers and acquisitions, having created tremendous tax savings for clients through innovative transaction structures and negotiation of attractive deal terms.
In transitioning the leadership of Cleveland office operations, finances, processes and personnel matters, Wagner will continue to work strategically alongside Keith Libman and Alan Goldstine, who will remain engaged in their client service roles and active in promoting the growth of the firm.
Wagner started his career in tax with Arthur Andersen, where he worked for 8 years, after graduating from Miami University.
PwC U.S. has announced that it expanded its Private Company Services (PCS) practice across the state of Florida, offering PwC’s full range of services including audit and assurance, tax and advisory services to private companies, their owners and high net-worth individuals in the region. PwC expects to grow its number of professionals in the region by nearly 50 percent across the next three years across its offices in Tampa, Miami, Jacksonville, Orlando and Ft. Lauderdale.
“We’re delighted to expand our private company offering to Florida,” says Rich Stovsky, U.S. leader of PwC’s Private Company Services practice. “We’ve expanded our national practice exponentially and expect Florida to be our fastest growing market for private company services to date. Through our global network and local professionals we will help companies in Florida to meet business demands and remain a key driver of the overall U.S. economy.”
As part of its expansion, PwC has appointed David Zimmerman as Florida PCS Leader, who will be based in the firm’s Tampa office. Zimmerman is a tax partner who specializes in serving private companies on corporate income tax issues as well as international tax, state and local taxation, mergers and acquisition planning, due diligence analysis and tax minimization strategies. He received a bachelor’s degree in accounting from the University of Maryland as well as a master’s degree in taxation from Villanova University and is a Certified Public Accountant in Massachusetts, Pennsylvania and Florida.
Mr Zimmerman is a seasoned PwC leader. He was Head of Tax at Harrisburg from 1996 to 1998, North Florida Tax Leader from 1999 to 2003, PCS Tax Leader for NY Metro from 2003 to 2010, and PCS Leader for US East Region from 2010 to 2014. Since 2014 he has been the PCS Sales & Marketing Leader for the Greater Boston area.
“Florida has become a hotbed for fast-growing private companies, both domestically and for international companies seeking expansion in the U.S.,” adds Zimmerman. “With increased competition, regulatory shifts and a fierce battle for talent, we are seeing an increased demand for our services. We look forward to helping companies in Florida to navigate these complex set of challenges.”