July 15, 2018
Well-known taxation specialist and former Director at Baldwins Accountants Ian has been appointed as Tax Partner, with a remit to head up the Davies Tracey tax department and grow the range of taxation services its team offers to a wide range of clients.
Craig Davies, Managing Director of Davies Tracey, says “This is a major appointment for us given Ian’s wealth of experience – over 33 years’ worth of expertise from starting a career with the Inland Revenue before entering private practice, all of which will facilitate further growth in our tax services. We are delighted to welcome him to the team and know he will deliver the first class customer service our clients have come to expect.”
Ian is a specialist in HMRC investigations, expatriate and non-residential taxation, and also has expertise in high net worth and complex clients. He will be involved in delivering sustained practice growth for Davies Tracey, and his role as Secretary of the Wolters Kluwer Northern User Group (held since 1989) will also bring a new impetus and dimension to the future of the practice.
Davies Tracey is one of the largest independent accountants in the Tees Valley, and Ian is their 6th new appointment in the last year after the firm, established in 2002 by Craig Davies and Ian Tracey, celebrated its 15th anniversary and saw new momentum and growth.
Most recently they welcomed new Client Partner, Diane Hodgson, who brought over 30 years’ experience in senior management roles working for accountancy firms in the North East region.
Reflecting on Davies Tracey’s growth, Craig Davies says “We are working with 3rd or 4th generations of local businesses – our roots go back this far through acquisition of Gilchrist Tash in 2012, who were established in the 1870s.With new staff on board we can ensure that we don’t lose sight of the personal touch and maintain those long-lasting client relationships into the next generation.”