WTAS Promotes 15 in San Francisco Including Private Client Services Managing Director Margaret Lip

Jan 10, 2013, 08:01 ET from WTAS

SAN FRANCISCO, Jan. 10, 2013 /PRNewswire/ -- WTAS promoted Margaret Lip to its team of 19 Managing Directors in San Francisco.  Lip joined WTAS in 2002 as a Senior Associate in the Private Client Services Practice and has more than 12 years of experience in tax. 

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"Margaret's promotion is very well deserved and adds significant depth to our partner group in San Francisco," San Francisco Office Managing Director Frank Cassidy said. "Margaret has always been a top performer and has gained the trust of her clients. In addition to outstanding client service, Margaret has been instrumental in developing the culture of our office through her recruiting and training efforts."

Lip participates in the business development efforts for the early stage and alternative investment fund initiatives and is also a firmwide training instructor, member of the firmwide recruiting committee and leads the firm's recruiting efforts at the University of California, Berkeley.

The San Francisco office of WTAS announced a total of 15 promotions. Hazel Dolio Tag-at, Brendan Love, and Megan Williams were promoted to Director in the Private Client Services, Valuation and Marketing Practices, respectively. Shaun Dublin was also recently hired in the San Francisco office as Director in the Private Client Services Practice.

Other promotions in San Francisco include Managers: William Long, Brian Hagerty, Kane Duncan, Kathryn Dery, Michael Barrett and Christy Peterson; and Senior Associates: Jarryd Johnson, Jonathan French, Lu Shan Li, Michelle Zetah and Winnie Lai. Christopher Eulau was promoted to Senior Associate in WTAS' Palo Alto office.

"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," Cassidy said. "I am thrilled to be promoting 15 employees in our office this year and as I Iook down the pipeline I can see we will only continue to grow in strength and numbers."

WTAS promoted a total of 51 employees this January including 4 Managing Directors, 12 Directors, 6 Senior Managers, 13 Managers and 16 Senior Associates.

For additional information about WTAS, contact Megan Williams or visit www.wtas.com.

About WTAS
WTAS LLC is one of the largest independent tax firms in the United States, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients across the country. The firm is comprised of over 500 personnel located in fourteen major cities and encompasses top advisors with previous experience in the international accounting firms, law firms, IRS, and state taxing authorities.  Many of our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.

WTAS has offices serving Baltimore, Boston, Chicago, Greenwich, Harrisburg, Los Angeles, New Jersey, New York City, Palo Alto, Philadelphia, San Francisco, Seattle, Washington, D.C., and West Palm Beach.