News
Danny McCance 5 Oct 2018 11:38am

Movers and shakers

A round-up of this week's appointments, promotions, board moves and resignations

McKinsey

Sir Edward Troup, former HMRC executive chair, has become an external consultant for the global management consultancy firm to advise on tax strategy and policy, having been cleared by the Advisory Committee on Business Appointments under certain conditions.

Sir Edward last worked for the government on 15 January this year after announcing his retirement in September last year.

 Sir Edward joined the Treasury in 1995 after qualifying and practising as a tax lawyer and returned to private practice two years later in 1997.

He later rejoined the Treasury as director of indirect tax in 2004 and then became director general of tax and welfare before joining HMRC, where he spent five years.

City of London

Peter Estlin has been elected as the 691st lord mayor of the City of London and will take on his new role on 9 November, after the current lord mayor Charles Bowman steps down following his year-long term in office.

Chartered accountant Estlin spent time as a partner in Coopers & Lybrand (now the “C” in PwC) before joining Saloman Brothers Asia as CFO. He later moved as CFO to Citigroup’s investment and corporate banking divisions in New York and London.

He joined Barclays in 2008 as group financial controller and over the past 10 years has been CFO of the retail & business banking and non-core divisions as well as acting group CFO.

He was elected an alderman of the City of London in 2013 and was elected sheriff for the City of London for the year 2016/17. His civic responsibilities include being a member of the City’s education board and policy committee.

Beever and Struthers

Caroline Monk and Maria Hallows have been appointed as executive partners to the North West-based chartered accountancy firm and will replace managing partner Phil Roberts and senior partner Chris Porritt.

Hallows, FCA, joined Beever and Struthers in 1995 and, having since worked in the not-for-profit sector, is now head of social housing and sports leisure sectors. Prior to joining the firm she spent more than three yeas as an auditor at the Audit Commission and previously spent four years at Ernst and Young (now EY).

In addition to qualifying as a charted accountant, Hallows also achieved ICAEW’s Diploma in Charity Accounting.

Monk, FCA, has been with the firm since 2003 after joining as a partner. She leads the private sector audit team at Beever and Struthers, additionally working with international groups and FCA regulated clients. She is also a member of the Pensions Research Accountants Group.

Roberts and Porritt will both retire from the profession, having worked with each other for half a century. Between them they have amassed a total of 99 years with Beever and Struthers.

KPMG

Jane Grainger has been appointed as a senior manager in corporate tax in the firm’s Liverpool office.

Grainger, ACA and member of the Chartered Institute of Taxation, has more than 12 years’ experience within the profession. Prior to her appointment she was a senior manager in corporate tax at Big Four firm Deloitte where she was previously corporate tax manager – having first joined the firm in 2006. Between 2011 and 2015 Grainger worked at Matalan, where she was tax manager and later senior financial reporting and treasury manager, before returning to Deloitte.

RSM

Mark Morton has been appointed as a partner in the Milton Keynes office of the top-10 firm in its employer solutions practice.

Prior to his appointment, Morton was employer solutions director at the UK’s fifth-largest firm Grant Thornton, where he worked for three years. Previously he was a tax director at EY, having spent more than 7 years with the Big Four firm and prior to this he spent more than six years at PwC as a tax manager. Morton is a member of the Association of Tax Technicians, having qualified in 1998.

Patrick Curry and Helen Guy have been appointed as directors at the top-10 firm’s North West practice.

Curry, ACA, has more than 15 years’ experience within corporate tax having joined RSM from KPMG, where he was corporate tax senior manager having spent more than seven years with the firm. Previously he was a corporate tax assistant manager at Smith & Williamson. Curry completed an ACA graduate scheme with Hazlewoods in 2006.

Guy, a member of the Institute of Chartered Accountants of Scotland and the CIOT, has more than 13 years’ experience within the profession and prior to her appointment at RSM was a corporate tax senior manager at KPMG, where she was also the national lead for creative sector tax reliefs, having been with the firm since 2004.

Office for Tax Simplification

Paul Morton has announced his decision to step down from his role as tax director at the independent government advisor due to changes in his personal and family situation and will step down from the role following the appointment of a successor.

Morton became tax director after joining the OTS on 1 March 2017, having taken over from then director John Whiting, who retired after six years in the position.

Prior to this he was tax director for information analytics group RELX, where he worked for twelve years. He spent more than 16 years in a number of roles at Royal Dutch Shell after joining from Big Four firm KPMG and began his career as a tax inspector with the Inland Revenue.

Quantuma

Paul Zalkin has been made partner at the London-based business advisory firm, effective immediately.

Zalkin, FCA, is a corporate recovery specialist and has spent two years at the firm after joining its insolvency and restructuring practice as a director in 2016. Previous he worked as director of head of properties at Moorfields and prior to this he spent more than 12 years at Baker Tilly (now RSM), where he became associate director.

Alvarez & Marsal Taxand

Keith Thomas has been appointed as managing director in the tax advisory practice of the professional services firm and will be based in London.

Thomas has more than 39 years of experience within the world of tax and spent this time at Big Four firm EY after joining in 1979 – he was a corporate tax partner there for 27 years.

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