Accountants Mercer & Hole has today announced the appointment of Jo Bateson.
She returns to Mercer & Hole’s highly respected Private Client practice as a Partner having trained at the firm and worked as a tax adviser until 2005.
Jo Bateson is widely regarded as one of the UK’s leading private client tax advisers, joining KPMG in 2005 as a tax consultant, rapidly rising to partner in 2014 and leading its London family office and private client practice between 2017 and 2023.
Mercer & Hole has a highly regarded private client practice and a strong reputation acting for successful entrepreneurs, family-owned businesses and wealthy individuals. Jo’s appointment builds on that reputation, bringing additional strength and a passion for acting for female founders and leaders in family-owned and managed businesses, tax policy and philanthropy.
Jo will remain a committee member of the UK Business Angel Association and a board member of Philanthropy Impact. She is an active member of various female founder committees and a judge on the 2024 PAM Awards.
Commenting on rejoining the firm, Jo said: “The approach and culture at Mercer & Hole stands apart from the UK accounting giants. The firm is nimble and agile and can invest the time and energy that entrepreneurs, family offices and family businesses need.
“I am excited to return to the firm where I started my career. The firm has a great pool of talent across its offices, terrific clients and a diverse private client partner group. I am looking forward to supporting the continued growth of Mercer & Hole and developing further its expertise in acting for female founders and leaders in family offices and family-owned businesses as well as devoting time to my passions of tax policy and philanthropy.”
Paul Maberly, Managing Partner at Mercer & Hole adds: “Our firm has a very strong employer brand with experienced talent often choosing to return to Mercer & Hole to build a fulfilling career whilst acting for interesting and ambitious businesses and individuals.
“We are thrilled by Jo’s decision to rejoin the firm. Her experience and expertise – and standing in the private wealth and family business communities – is second to none. She will be a huge asset to the firm and its clients, and we are all looking forward to working once again with her.”
Mercer & Hole has 24 partners and over 250 staff across its offices in London, Milton Keynes, St Albans and Rickmansworth.
