People in the news: HMRC, Mercer & Hole, Haysmacintyre, EY, AAT

In this week’s accountancy career moves, partner promotions and hires at Mercer & Hole, EY and Haysmacintyre, board appointments at HMRC, and 39th president of AAT

Mercer & Hole has appointed Henry Lowe and Jo Upshall as partners to strengthen the firm’s tax, audit and business advisory services. From October 1 2019, Lowe CTA will be promoted to private client partner and will continue to be based in the firm’s Lombard Street office. He joined the firm as a trainee in 2010 and is a chartered tax adviser, and has developed strong relationships with both UK and international clients. He also has close links with family law firms and often provides advice in divorce cases. Upshall will be promoted to audit and business advisory partner, based in the Rickmansworth and St Albans offices. She has experience of managing a varied portfolio of business clients, including in the manufacturing and construction sectors, as well as advising UK subsidiaries of overseas companies. 

Haysmacintyre has appointed Tim Davies as head of tax. He has over 25 years’ experience providing tax advice to entrepreneurs and owners of large private businesses, as well as listed and multinational corporations. Previously he was at Mazars LLP, where he was head of tax and head of clients and markets. Previously, he spent 12 years in the Big Four, worked in industry within the financial services sector and trained as an HMRC tax inspector.

EY has hired Meg Wilson as a partner in its restructuring team, specialising in corporate-side advisory. She joins from Short Partners LLP, which she co-founded in 2007, where she was a lead restructuring adviser at the boutique firm. In her 20-year corporate finance career, she also worked at Deutsche Bank and Tricorn Partners LLP in restructuring. The appointment is part of a general expansion of EY’s restructuring team which saw the appointment of Mona Bitar as partner in July to expand the teams’ corporate-side offering, and newly promoted partner James Berkley, who co-leads EY’s pension covenant team. Simon Stibbons, James Hutt, Lucy Winterborne, George Mills and Henry Beech were also all recently promoted to associate partners.

HMRC has appointed Michael Hearty, Patricia Gallan and Paul Morton as board directors to work alongside lead non-executive Mervyn Walker and existing non-executive directors Juliette Scott, Simon Ricketts and Alice Maynard. Hearty is an accountant with extensive strategic and operational leadership experience as a director general at the Department for Work and Pensions and the Department for Education. He will also take over as chair of the HMRC audit and risk committee, of which he was already a member. Morton is the former tax director of the Office of Tax Simplification (OTS) in March 2017 and was previously tax director for FTSE 100 listed RELX Group plc, tax manager and adviser at Royal Dutch Shell and worked at KPMG on international tax and insurance companies, having started his career with the Inland Revenue as a tax inspector. Gallan is a former senior police officer who was assistant commissioner specialist crime and operations at the Metropolitan Police until 2018.

John Thornton has been named as the 39th president of the Association of Accounting Technicians (AAT), succeeding Vernon Anderson in the role. This is a one-year appointment and David Frederick has taken over as vice president. Thornton has had a long and distinguished career in accountancy, including being main policy analyst on housing, higher education and performance measurement for the Chartered Institute of Public Finance & Accountancy (CIPFA) in the early 1980s. Since then, he has worked in senior roles roles at the Institute of Public Finance, the Improvement and Development Agency and e-ssential Resources, a specialist consultancy firm.

Kim Guber, chair of the Pensions Administration Standards Association (PASA), has been appointed to the steering group that will support the work of the Pensions Dashboard Industry Delivery Group, which is currently developing a standalone dashboard to allow pension savers to review their pension savings in a single portal.

By Sara White

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