David Roberts

David Roberts

Managing Director

David Roberts 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 (FBAR).

David qualified as a tax professional in the United Kingdom and has worked in the UK, Singapore, Miami and New York during his career.

David has been a speaker at seminars on international tax issues and participates in the Society of Trust and Estate Practitioners, the professional body for international estate planning.

Before joining Andersen Tax, David worked for a major international private bank where he structured and implemented strategies for international clients using trusts, corporations and private funds. Before that, David was with Arthur Andersen.