David A. Roberts recently joined WTAS New York as a Managing Director in the private client services practice with a focus on international taxation.
Roberts has extensive experience serving high net worth individuals as it relates to their international tax and family wealth planning needs. He works with families with U.S. connections and those with inbound/outbound U.S. investments. Roberts also assists his clients in planning for the tax aspects of immigration and expatriation. He qualified as a tax professional in the United Kingdom and provides U.S./UK cross border tax planning.
“David’s sweeping credentials in servicing wealthy individuals with international tax issues and opportunities will continue to grow our practice in this critical area of taxation,” said Joe Toce, the firm’s Office Managing Director for the New York office.
Roberts spent 10 years with Citi Private Bank where he was responsible for the development and implementation of structures including trusts and corporations to meet the tax planning needs of multi-jurisdictional clients. Previously, Roberts was a member of Arthur Andersen’s global private clients services team.
Roberts was a speaker at a recent Florida International Bankers Association (FIBA) seminar, discussing the Changing Trends in Private Client Taxation. He is also a member of the Society of Trust and Estate Practitioners (STEP) and the European American Tax Institute.
“WTAS is consistently monitoring the needs of the market we serve. The addition of Roberts addresses a growing segment of our high net worth client base looking for assistance in international tax planning,” commented WTAS CEO, Mark Vorsatz.