Daniel David
Covington,LA
Summary
Accomplished Tax Partner at Rogers, Sheffield & Campbell, LLP, specializing in creative tax planning and strategic estate tax initiatives. Expertise in tax law interpretation drives enhanced client financial outcomes through innovative solutions. Proven leadership in fostering strong client relationships via proactive communication and mentorship. Committed to delivering exceptional results in complex tax environments.
Overview
39
39
years of professional experience
Work History
Tax Partner
Rogers, Sheffield & Campbell, LLP
09.2017 - 12.2022
- Enhanced tax compliance services, optimizing results for diverse client portfolios.
- Implemented strategic estate tax initiatives, maximizing financial outcomes for high net worth clients.
- Integrated tax planning and wealth management for comprehensive client financial advice.
- Cultivated client relationships through proactive communication and expert tax law guidance.
- Evaluated tax legislation changes, effectively communicating impacts to clients and stakeholders.
- Mentored junior staff on complex tax regulations and established best practices.
Tax Associate
Price, Postel & Parma, LLP
03.2012 - 08.2017
- Ensured strategic tax compliance by leading client meetings on complex matters.
- Maintained current knowledge of tax legislation through research and analysis.
- Provided insightful analysis on federal and state tax regulations to clients.
- Identified and implemented effective tax strategies, enhancing client savings significantly.
- Resolved client issues by contacting IRS and relevant government organizations.
- Communicated tax and estate planning strategies to clients for informed decision-making.
Tax Attorney
Law Office of Daniel David
01.1990 - 05.2011
- Enhanced client compliance by advising on complex tax regulations.
- Ensured accuracy in tax returns for individuals and corporations, optimizing outcomes.
- Supported tax strategies through thorough research of legal precedents.
- Minimized clients' tax liabilities by developing strategic legal approaches.
- Created comprehensive tax planning solutions in collaboration with financial advisors.
- Designed estate plans for high-net-worth individuals, preserving assets and minimizing taxes.
Tax and Estate Planning Associate
Reish & Luftman
01.1986 - 11.1989
- Optimized client outcomes through effective communication on tax strategies.
- Developed memoranda on tax law changes for team and client guidance.
- Expanded tax and estate planning expertise by attending legal education events.
- Mentored junior staff on effective planning methodologies and tools.
Tax Associate
Loeb & Loeb
09.1983 - 08.1985
- Enhanced client compliance by conducting thorough tax research for inquiries.
- Ensured accurate financial reporting by analyzing data against tax regulations.
- Updated knowledge on tax law changes to enhance client service delivery.
- Optimized client outcomes through collaboration on innovative tax planning strategies.
- Maintained meticulous records of client interactions, ensuring accuracy and confidentiality.
- Supported audit preparations by developing and verifying comprehensive tax documents.
Education
J.D. - Law
University of California, Berkeley Law School (Boalt Hall)
Berkeley, California06-1983
Master of Science - Environmental Science
University of Virginia
Charlottesville, VA08-1979
Bachelor of Science - Environmental Science
University of Virginia
Charlottesville, VA06-1978
Skills
- Team leadership
- Creative tax planning
- High proficiency in tax research and tax law interpretation
- Technical legal writing
- High proficiency with Microsoft Office (especially Word and Excel)
Timeline
Tax Partner
Rogers, Sheffield & Campbell, LLP
09.2017 - 12.2022
Tax Associate
Price, Postel & Parma, LLP
03.2012 - 08.2017
Tax Attorney
Law Office of Daniel David
01.1990 - 05.2011
Tax and Estate Planning Associate
Reish & Luftman
01.1986 - 11.1989
Tax Associate
Loeb & Loeb
09.1983 - 08.1985
J.D. - Law
University of California, Berkeley Law School (Boalt Hall)
Master of Science - Environmental Science
University of Virginia
Bachelor of Science - Environmental Science
University of Virginia