Press Room

October 03, 2011

Roberts Joins WTAS New York International Tax Practice

New York, NY, October 3, 2011 – 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.

For additional information about David Roberts or WTAS, contact Megan Williams or visit

About WTAS
WTAS LLC is one of the largest independent tax firms in the United States, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients across the country. The firm is comprised of over 500 personnel located in 14 major cities and encompasses top advisors with previous experience in the international accounting firms, law firms, IRS, and state taxing authorities. Our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.

WTAS has offices serving Baltimore, Boston, Chicago, Greenwich, Harrisburg, Los Angeles, New Jersey, New York City, Palo Alto, Philadelphia, San Francisco, Seattle, Washington, D.C., and West Palm Beach.