People Moves

More Senior Private Client Promotions At US Tax Firm

Eliane Chavagnon Reporter 11 January 2013

More Senior Private Client Promotions At US Tax Firm

WTAS, the US-based tax firm, has announced more senior promotions within its private client services practice, this time in Washington, DC, and San Francisco, CA.

In Washington, W Aaron Hawthorne has been named a managing director after seven years within the private client services practice. Hawthorne has over 15 years of experience in the tax industry and specializes in family wealth planning and cross-border compliance and planning.

Meanwhile, Mary McCormick, who has spent over eight years in WTAS’s investment consulting practice, has been promoted to director. McCormick has notable experience in investment consulting services for high net worth individuals, families, trusts and foundations, the firm said.

Overall, the Washington office has made four promotions, the other two being manager John Bartlett and senior associate Jamison Thiel.

Further south, in San Francisco WTAS has promoted Margaret Lip to its team of 19 managing directors. Lip joined the firm in 2002 as a senior associate within the private client services practice and has over 12 years of experience in tax affairs.

Altogether, the San Francisco office has made 15 promotions this month including Hazel Dolio Tag-at, Brendan Love and Megan Williams as directors in the private client, valuation and marketing practices respectively. Shaun Dublin was also recently added as director in the private client practice.

The promotions are part of a total of 51 WTAS promotions overall, including four managing directors, 12 directors, six senior managers, 13 managers and 16 senior associates.

“January is always an important time for the firm as we celebrate the hard work and professional development of our most valuable assets, our people,” said San Francisco office managing director, Frank Cassidy.

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