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WTAS Adds Cross-Border Tax Specialist In New York
Harriet Davies
4 October 2011
The
independent tax firm WTAS has added David Roberts as a managing
director in the private client services practice in New York, focused
on international taxation.
Roberts
specializes in working with families with US connections and
inbound/outbound investments to the country. He is qualified as a tax
professional in the UK and also provides US/UK cross-border tax
planning. The firm is aiming to grow its practice in the “critical
area” of international taxation, said Joe Toce, the firm's office
managing director in New York.
Roberts'
previous career includes 10 years at Citi Private Bank, where he was
responsible for the development and implementation of structures such
as trusts and corporations to meet the tax-planning requirements of
multi-jurisdictional clients. Before joining Citi Roberts was a
member of Arthur Andersen's global private clients services team.
“The
addition of Roberts addresses a growing segment of our high net worth
client base looking for assistance in international tax planning,"
said Mark Vorsatz, chief executive of WTAS.
WTAS
has offices in Baltimore, Boston, Chicago, Greenwich, Harrisburg, Los
Angeles, New Jersey, New York City, Palo Alto, Philadelphia, San
Francisco, Seattle, Washington, DC, and West Palm Beach.