People Moves: RSM makes Global appointment, Mazars expands in Scotland and more

People Moves: RSM makes Global appointment, Mazars expands in Scotland and more

A round-up of some of the key people moves in the accountancy industry, featuring RSM, Mazars, Price Bailey, Harris Lacey and Swain, Quantuma, DTE Business Advisors, Xledger, Chiene + Tait and Champion Accountants.

People Moves: RSM makes Global appointment, Mazars expands in Scotland and more

RSM announces several additions and promotions, including new Global Chief Innovation Officer

Global accountancy network RSM has announced a number of new appointments and promotions, including the appointment of Paul Herring as Global Chief Innovation Officer, who will join the Global Executive Officer and reporting directly to RSM International’s CEO Jean Stephens.

Herring, who joins from rival Grant Thornton and has over thirty year’s experience, will lead the implementation and development of digital and innovation.

Speaking of his appointment, Paul said: “I am thrilled to be joining RSM’s diverse and talented team of global thinkers. The network has a strong innovative culture focused around understanding the needs and challenges of middle-market businesses, helping them to identify and capitalise on transformational opportunities. I am looking forward to working with member firms to ensure that, together, we are effectively harnessing and utilising the great work being done, in order to support our clients and power the next phase of our own growth.”

Jean Stephens, CEO of RSM International, added: “Innovation is at the very heart of our network. It is crucial to the way we work with our colleagues and helps drive internal efficiencies. More importantly, it enables clients, particularly across the middle market, to generate further value, enhance growth and create advantages over competitors.”

The network has also welcome three new partners across the UK, with Neil Griggs joining as a Financial Services Partner, John Foskett joining its Bristol offering as a new corporate tax Partner and James Gransby joining as a new Partner for London and the South.

RSM has also announced 13 director promotions across the UK to support strategic growth, taking effect on the 1 October.

There have been five promotions in the firm’s transactional faculty, Amy Lewis (Leeds) and Nick Wyatt (Manchester) in the merger & acquisitions team; Thorin Ward (Milton Keynes) in the financial due diligence team; Chris Chittleborough (London) in the financial modelling team; and Gordon Thomson (London) in the restructuring advisory team.

The firm’s national risk assurance practice sees internal audit specialists Anna Simmonds (London) and Asam Hussain (Birmingham); promoted to director.

Consultant Adil Rehman (London); corporate tax specialist Andrew Lutton (London); accounting and financial reporting expert Sharon Monteith (Milton Keynes); forensics and fraud specialist Andrea Deegan (Leeds); quality assurance expert Jodie Robinson and creditor services professional Steve Walsh (London) are also promoted to director.

Robert Ross, Chief Operating Officer at RSM in the UK said: “I’m delighted to be able to announce all 13 well-deserved promotions to director and wish them all every success in their new roles. At RSM we are committed to attracting and developing outstanding talent and through a dedicated development programme we support individuals to achieve their full potential.

“Each director will play an important role in driving our future growth as a firm, and I look forward to working with them to achieve this goal.” 

Mazars expands senior Scottish team

Accounting and advisory firm Mazars has made five additions to its senior team in Scotland, with four promotions and one external appointment. The two Partners and three Directors commenced their roles on the 1 September, and were drawn from the Tax, Deal Advisory and Accounting service lines. They will focus on serving entrepreneurial businesses, which is a key area of focus for Mazar’s offices in Edinburgh, Glasgow and Perth.

Year-on-year growth in this sector is currently 11%, and the team is receiving particularly strong demand for deal advisory and digitalisation consultancy work.

The new appointments are:

  • Jennifer Allison, Partner – Tax, Edinburgh
  • Neil Strong, Partner – Tax, Glasgow
  • Craig Reid, Director – Accounting and Business Advisory
  • Sean Cockburn, Director – Tax, Edinburgh
  • Paul Turner, Director – Deal Advisory, Edinburgh

Price Bailey makes four senior-level promotions

Accountancy practive Price Bailey has made four more senior-level promotions including Sarah Pool to Director and Stephanie Lloyd, Gemma Thake and Louise Fox to Senior Manager with effect from 1 October 2019. These promotions follow the firm’s recent announcement of Chris Williamson joining Price Bailey as a Tax Partner and brings the number of senior-level promotions to ten since April.

The four promotions aim to strengthen Price Bailey’s management team across its offices and to support the development of team members.

Yorkshire Accountants expands with announcement of new partner

Harris Lacey and Swain, a Yorkshire accountancy firm based in Hessle, has announced its expansion with a new partner, Richard Tucker.

Tucker has 18 years working as an accountant within the firm, and joins current partner, Richard Lacey, to continue to develop the firm by aiding the development and training of team members.

Tucker said: “I have been a part of the Harris Lacey and Swain team since leaving school, so joining Richard Lacey as a partner of the firm is a logical step but one that means a great deal, both professionally and personally. We have a very positive culture here at the firm, which is reflected by the level of support and encouragement I have received from the whole team following the announcement.”

Quantuma adds to Manchester team

Business advisory firm Quantuma has add to its restructuring team with the appointment of Sarah Balsom as senior manager. The firm has also added graduate Stephanie to the firm’s restructuring team in the North West.

Balson joins Quantuma from Assetz Capital, where she spent three years as senior portfolio manager, and will be responsible for advising businesses at risk of distress and insolvency.

She said: “Joining Quantuma gives me the opportunity to build and shape an already successful business with a proven track record across the country. Having launched in Manchester earlier this year, the firm is already becoming known in the marketplace for its innovative approach to business advisory services, and I am looking forward to using my previous experience to support companies in need of advice in the coming months.”

DTE Business Advisors expand with appointment of new tax consultant

To keep up with increasing demand for tax, compliance and advisory services, DTE Business Advisors has strengthened its Tax Consultancy Team with the appointment of Victoria Frost as a tax consultant from October 2019.

Ms Frost has over 10 years of experience in taxation, accounts and audit, and her main focus at the firm will be ensuring clients comply with Income and Corporate tax legislation fully and on a timely basis.

George Lovell, Director and Head of DTE Tax Consultancy, said: “We are delighted to welcome Victoria to our Tax team, and believe that her extensive industry experience as well as her personable approach in supporting clients is a match to our values and business culture at DTE.”

Frost added: “In a time of uncertainty and rapid change, clients need clear and reliable advice to stay compliant with legislation changes, while optimising their tax strategy and risk management. DTE has long been known in the industry for its a strong team of tax specialists to help clients with exactly that, so I am very excited to be a part of the team now.”

Xledger appoints UK CEO

Provider of cloud finance ERP systems, Xledger, has chosen its first CEO in the UK, who will drive targets to expand the business globally.

Mark Pullen, previously Head of Sales at InterWorks Europe, is an expert in multi-national sales, marketing and business development with experience of working within rapidly scaling innovative tech companies. His hiring is part of Xledger’s plans for extensive expansion as an international company with offices in Norway, Sweden, the UK and the US.

He said: “Xledger has a fantastic culture, it’s a very open, collaborative, fast-moving company with an aspiration, desire and commitment to growth.

“As a company, it has an extremely strong foundation, including a well-established product and customer base. Our aim for the next five years is to scale this, embarking on a period of significant expansion.

“Joining the business at this time is an exciting opportunity for me to add value in an industry that I know inside out. I’m inspired by the people here, and to be working in a place which has that level of innovation when it comes to utilising cloud computing.”

Chiene + Tait expands Inverness operation

Accountancy firm Chiene + Tait (C+T) has promoted Jackie Fraser and Shona Fraser, the two joint heads of its Inverness operation, to partner level. The move is part of further investment into the Highland office which has seen significant growth in clients and staff numbers since opening three years ago.

In March, the Inverness operation moved into a larger 1200 square foot office space in the city’s Fairways Business Park to accommodate the growing team.

These latest promotions bring the firm’s partner numbers up to 13, including six female partners.

Carol Flockhart, Managing Partner at C+T, said: “Jackie and Shona’s partnership promotions are a deserved reward for the hard work, energy and entrepreneurial spirit they have shown in building the firm’s successful practice across the Highlands.

“The high-quality advice, combined with local knowledge and a tailored approach to each client, has seen the Inverness operation continue to expand. The additional investment in new people will support further growth going forward.”

Champion Accountants adds recruits to trainee programme

Manchester based Champion Accountants have expanded its team by adding seven new recruits onto its group-wide accountancy trainee programme.

The accountancy group, which has offices in Manchester, Preston, Blackpool and Chester, offers young people the opportunity to earn a competitive salary, while gaining professional qualifications and developing their industry knowledge through hands-on client experience.

Ged Cosgrove, group managing partner at Champion Accountants, added: “It’s great to see so many enthusiastic new faces join our team. A major part of the Champion culture is to grow our own talent, so from day one, our trainees are given the opportunity to work with clients and build those important professional relationships.

“We ensure our trainee programme is as accessible and inclusive as possible in order to provide a fantastic pathway for aspiring new accountants to earn while they learn, whilst working in a multi-disciplinary accountancy group.

“We really pride ourselves on providing the best possible support and career development to our trainees right across the group in helping them to become trusted advisors and I look forward to seeing each of them progress.”


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