Professionals on the Move - June 2026

Professionals on the Move is a periodic roundup of recent promotions, career changes, and staffing announcements from around the accounting space.

Johan Gutierrez, Founder of Oceanview Financials, Elected to Board of the National Association of Tax Professionals Florida Chapter

Oceanview Financials, a specialty accounting firm, recently announced that its founder and president, Johan Gutierrez, has been elected to the Board of Directors of the National Association of Tax Professionals (NATP) Florida Chapter, a leading organization dedicated to supporting tax professionals through education, advocacy, and professional development.

The NATP represents thousands of tax professionals across the United States and is widely recognized for its commitment to excellence, integrity, and continuing education within the accounting and tax preparation industries. Board members play a critical role in guiding the organization’s mission, shaping policy initiatives, and ensuring members have access to the resources needed to serve their clients effectively in an evolving regulatory landscape.

Gutierrez’s election to the Board is a significant professional milestone and reflects his longstanding contributions to the accounting community. With more than a decade of

experience leading Oceanview Financials, he has built a reputation for delivering specialized financial and tax services to clients in the restaurant and hospitality sectors – industries that demand nuanced, hands-on expertise – as well as a variety of national and international companies focused on real estate management, transportation, telecommunications, and nonprofit organizations.

As he steps into this leadership position, Gutierrez remains committed to Oceanview Financials’ core mission: providing exceptional accounting services, building long-term partnerships, and supporting clients’ growth with insight, reliability, and professionalism.

Centri Bolsters Advisory Board with Appointment of Enterprise Technology Leader Lou Trebino

Centri Business Consulting, one of the industry’s fastest-growing and most respected accounting and advisory firms, recently announced the appointment of Lou Trebino to its advisory board. Trebino brings more than 35 years of enterprise technology transformation and innovation experience to the role, deepening the board’s capabilities at the intersection of technology, strategy, and business growth.

Throughout his career, Trebino has led enterprise-wide transformation programs for Fortune 500 companies and pioneered the use of emerging technologies in professional services. A former Chief Audit Technology Officer at KPMG, he modernized the firm’s audit technology and innovation strategy, enabling the transformation of audit delivery through artificial intelligence, automation, and advanced risk assessment. He also established and led the KPMG Ignition Centers across key U.S. markets, creating technology-enabled environments for client co-creation.

Prior to KPMG, Trebino served as Chief Information Officer of The Harry Fox Agency, where he transformed the organization’s revenue model amid digital disruption, launching an industry-leading digital platform while overseeing services for more than 46,000 music publishers and providers.

Centri’s advisory board is composed of nationally recognized executives who collaborate with firm leadership and provide guidance on growth opportunities within the existing business and across the industries it serves. Its advisory board members collectively bring experience also serving on the boards of more than 25 public and private companies, ranging from Fortune 500 enterprises to venture capital-backed startups.

Avalara Names Hugo Sarrazin Chief Executive Officer

Avalara, Inc., the agentic AI leader in global tax and compliance, recently announced that Hugo Sarrazin has been appointed Chief Executive Officer. Scott McFarlane, Avalara’s co-founder and original CEO, will become an advisor to ensure Avalara’s ongoing success, effective today.

Sarrazin will lead Avalara’s global operations and strategy, focused on scaling the business, strengthening execution, and advancing innovation for customers and partners worldwide. This transition preserves continuity while sharpening Avalara’s focus on execution and innovation in its next phase of growth. Sarrazin will also join Avalara’s Board of Directors.

Sarrazin has more than 30 years of experience building and scaling global software and technology businesses, with a strong track record of execution, innovation, and customer focus. He most recently served as President and CEO of Udemy, where he scaled the business through product-led and inorganic growth, advanced AI-driven innovation, and led the company through its sale to Coursera.

McFarlane co-founded Avalara in 2004 and has led the company for more than two decades, growing it from a startup on Bainbridge Island, Washington, into the global leader in tax and compliance, supporting more than 1 million businesses worldwide. Under his leadership, Avalara pioneered cloud-based compliance, completed its 2018 initial public offering, and scaled into a global platform with more than $1.3 billion in annual revenue, an ecosystem of more than 1,400 integrations, and deep partnerships across ERP, ecommerce, and financial systems, while helping guide Avalara’s evolution into an AI-first platform for tax and compliance.

Josh Swain to lead TMT, Life Sciences, & Services Practice at Forvis Mazars

Forvis Mazars LLP, one of the largest public accounting and consulting firms in the United States, recently named Josh Swain as its next National Sector Leader for the TMT, Life Sciences, & Services Practice, effective June 1. He succeeds Billy Parker, who will transition from the role next year after a 40-year career serving clients with the past seven leading the practice nationally for the firm.

Swain is a tax partner with more than 16 years of experience serving clients in the Metro DC area. Swain’s depth of knowledge gained while working with technology, private equity, and government contracting clients, combined with a relationship-focused leadership style, positions him well to build on the existing strengths of one of the firm’s fastest-growing sectors as clients focus on adapting and evolving, especially around AI implementation.

In his new role, Swain will focus on strengthening cross-service line collaboration, advancing scalable go-to-market strategies, and helping clients adapt to a quickly changing market as AI reshapes their needs.

Swain holds bachelor’s and master’s degrees in accounting from West Virginia University. He is a member of the AICPA and Association for Corporate Growth (ACG).

Eide Bailly Announces New Managing Directors

Eide Bailly, a tax, accounting, and advisory services firm, recently announced the promotion of its newest Managing Directors, recognizing their leadership, deep expertise, and the impact they bring to clients and teams across the firm.

The newly promoted Managing Directors include:

Government Advisory Services: Scott Catlett, Michele Gookins

ERP: Shaylee Olson

Internal Audit: Matt Phillips

Healthcare Revenue Cycle: Rachel Pugliano

Client Accounting Services: Stephanie Brenden, Lori Love, Scott Thorn

National Assurance Office: Katie Hulquist

Assurance: Kevin Randolph, Tim Rowse

Tax: Darci Perez, Kyle Fritch, Reed Lamoreaux

Managing Directors work alongside firm leadership to strengthen client relationships, support teams, and drive consistent, high-quality delivery across the organization. Their continued contributions play an important role in Eide Bailly’s growth and long-term success.

Wipfli promotes twelve leaders to partner across service lines and regions

Wipfli has promoted twelve professionals to partner, expanding leadership across its advisory, tax and assurance services. The promotions span multiple industries and regions and reflect the firm’s focus on developing leaders who support clients and strengthen long‑term growth.

The newly promoted partners are:

Chad Braun‑Duin, IP product, general office – Mid‑Atlantic
Jennifer Clark, tax services, manufacturing, retail and distribution – Rockies
Jackie Cooper, risk advisory services, technology – Mid‑Atlantic
Barb Gonnering, tax services, manufacturing, retail and distribution – Upper Great Lakes
Danielle Martin, audit and accounting, nonprofit and government – Northeast
Anastassia Maxwell, tax services, private client – Great Plains
Tim O’Neill, tax services, manufacturing, retail and distribution – Great Plains
Paulina Pyszkowski, tax services, manufacturing, retail and distribution – Lower Great Lakes
Zak Rozelle, finance and operational solutions, manufacturing, retail and distribution – Upper Great Lakes
Jonathan Schmitz, client accounting services, nonprofit and government – Great Plains
Kayla Schuppel, audit and accounting, manufacturing, retail and distribution – Upper Great Lakes
Julie Toups, audit and accounting, healthcare – Great Plains