David A. Roberts
Corporate Officer/Principal at Andersen Tax LLC
Profile
Mr. David A.
Roberts is a Managing Director at Andersen Tax LLC.
He has over 20 years of experience working with international high net worth individuals and families on tax and financial matters.
His practice area includes planning and compliance for pre-immigration and expatriation, U.S.
taxpayers residing overseas, inbound U.S.
investments, planning for multijurisdictional families with U.S.
connections, and reporting of undisclosed income and/or foreign financial assets from offshore accounts through the IRS Offshore Voluntary Disclosure Program (OVDP) or Streamlined Filing Compliance Procedures, and Report of Foreign Bank and Financial Accounts.
He qualified as a tax professional in the United Kingdom and has worked in the UK, Singapore, Miami and New York during his career.
Before joining Andersen Tax, Mr. Roberts worked for a major international private bank where he structured and implemented strategies for international clients using trusts, corporations and private funds.
Before that, he was with Arthur Andersen.
He received his undergraduate degree from the University of Birmingham and an MBA from The Fuqua School of Business.
David A. Roberts active positions
Companies | Position | Start |
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Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Corporate Officer/Principal | 2011-10-02 |
Training of David A. Roberts
University of Birmingham | Undergraduate Degree |
The Fuqua School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 1 |
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Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Finance |
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