Professionals on the Move is a periodic roundup of recent staffing announcements, promotions and recognitions from around the profession.
Frost Law Adds Long-time IRS Executive Terry Lemons to Growing Team
Frost Law, a firm headquartered in Washington D.C., recently announced Terry Lemons, a long-time senior leader at the Internal Revenue Service, will serve as the firm’s Public Relations Director.
Lemons spent more than 25 years at the IRS, overseeing the agency’s communications operations for over 17 years as an executive before retiring last February. His wide-ranging portfolio included advising six consecutive IRS commissioners, creating the agency’s annual “Dirty Dozen” tax scam list as well as working with the nation’s tax professional community and the news media. Before joining the IRS, Lemons covered Congress and the White House as Washington bureau chief for the Arkansas Democrat-Gazette.
In his final role at the IRS, Lemons served as the agency’s Communications and Liaison Chief for 11 years. He oversaw the agency’s Congressional relations, employee communications, and external communications, including launching the IRS social media program. As part of his work with the tax community, Lemons directed the IRS Tax Forums and managed the Stakeholder Liaison organization.
Since his long-planned government retirement last year, Lemons has remained active in the tax community. He’s spoken at numerous tax and accounting conferences and commented on a variety of issues. He’s also written articles appearing in Forbes.com and The Hill. His first book – on baseball – will be published this summer.
AuditBoard Appoints Hugo Doetsch as Chief Financial Officer
AuditBoard, the leading AI-powered global platform for connected risk, recently announced the appointment of Hugo Doetsch as its Chief Financial Officer. Doetsch joins the executive team to steer the company’s financial strategy as it continues its rapid market expansion and growth.
Doetsch brings over two decades of financial leadership and strategic operating experience to AuditBoard. Most recently, he served as Chief Financial Officer at symplr, a leading enterprise healthcare operations software provider. Prior to that, he was CFO at NetDocuments, a cloud-based content management platform, where he was named “CFO of the Year” by Utah Business Magazine. Doetsch also held senior leadership roles at Ping Identity, where he played a pivotal role in the company’s successful 2019 initial public offering.
This announcement comes shortly after AuditBoard surpassed $300 million in annual recurring revenue (ARR), reflecting the company’s continued rapid growth and innovation. Doetsch is the most recent in a series of key executive appointments for AuditBoard, joining Chief Executive Officer Raul Villar Jr., who most recently served in the same role at Paycor; Chief Growth Officer Jim Sperduto, who was previously President of Small Business, Retirement, and Insurance Services at ADP; and Chief Human Resources Officer Paaras Parker, who joined recently from Greenhouse Software where she was Chief People Officer.
Josh Tyree Appointed CEO of Sorren, Advancing Firm’s Next Phase of Growth
Sorren, a Top 50 national tax, accounting, and advisory firm, has announced the appointment of Josh Tyree as Chief Executive Officer, effective January 20, 2026. Tyree previously served as President of the firm and steps into the CEO role following a planned leadership transition.
The appointment reflects a long-established succession plan designed to support Sorren’s growth and integration as a national firm. Michael O’Donnell, who has served as CEO during Sorren’s initial formation and integration period, will transition to Executive Chairman, where he will continue to provide strategic guidance and leadership counsel.
As President, Tyree focused on partner alignment and firm integration, helping bring together multiple legacy firms into a cohesive national organization. In his role as CEO, he will continue to support partner success while placing greater emphasis on strategic direction, innovation, and the development of new service offerings.
Sorren has advanced its integration and operational milestones ahead of its original timeline, reinforcing its position as an established, nationally connected firm with deep local roots. Tyree’s appointment underscores the firm’s commitment to stable leadership, thoughtful governance, and long-term value creation.
UHY Appoints 13 New Managing Directors, Continues to Expand Footprint
UHY Advisors, Inc., one of the nation’s leading professional services firms, announced the appointment of 13 new managing directors from offices across the country. These new leaders will be a critical component in innovating, nurturing junior colleagues, and helping the firm achieve its next milestone.
- Brian Baker, Audit & Assurance, Sterling Heights, MI
- Roanna Campbell, Tax, Farmington, CT
- Mark Cronin, Tax, Des Moines, IA
- Joe Daugherty, Tax, McLean, VA
- Donna Frye, Transfer Pricing, Detroit, MI
- Derek Graham, Audit & Assurance, Cadillac, MI
- Carolyn Johnson, Audit & Assurance, Farmington Hills, MI
- Jacob Katz, Valuation & Advisory Services, Sterling Heights, MI
- Jo Lynn Manns, Tax, Port Huron, MI
- Matt Maroney, Tax, New York, NY
- Jason Ostroski, Audit & Assurance, Columbia, MD
- Jesse Stuart, Audit & Assurance, Sterling Heights, MI
- Chris Towers, Audit & Assurance, Long Island, NY
Elliott Davis Strengthens Growth Engine with the Addition of Blake Clifton as Head of Corporate Development
Elliott Davis, a U.S. top 50 accounting and advisory firm, recently welcomed Blake Clifton to support the firm’s strategic M&A growth. This investment in Corporate Development reflects the momentum created through the firm’s partnership with Flexpoint Ford, a private equity investment firm specializing in the financial services sector, adding another vector of growth for Elliott Davis.
Blake Clifton joins Elliott Davis with more than two decades of experience in corporate development, investment banking, and strategic growth advisory. Most recently, he served as Vice President and Head of Corporate Development at Marqeta, where he led merger and acquisition initiatives and evaluated new partnership opportunities.Blake holds an MBA from the University of Virginia Darden School of Business and aBachelor of Arts in English from Davidson College.
Holly Pantzer Named Leader of Forvis Mazars Wealth Advisory Practice Unit
Forvis Mazars LLP, one of the largest public accounting and consulting firms in the United States, recently appointed Holly Pantzer as Managing Partner of its Wealth Advisory practice. Pantzer has served as the National Sector Leader for Forvis Mazars Private Client since 2020 and will continue in that role.
Pantzer has extensive experience providing tax compliance, consulting, and planning services to individuals, families, fiduciaries, and private foundations. As a Forvis Mazars Private Client advisor, she also focuses on helping clients build and preserve their family’s legacy through an integrated suite of services designed to address multigenerational objectives. She is the Vice Chair of the Forvis Mazars US Governing Board, which sets the strategic direction of the firm.
Pantzer succeeds Steve Toomey, who recently retired after more than two decades with Forvis Mazars Wealth Advisors, LLC.
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