I keep abreast of UK personal tax requirements to ensure that all my private clients comply with the latest rules and are being as tax efficient as possible.
David is both a chartered accountant and tax advisor used to working for small accountancy firms advising owner managed businesses. He became part of our tax team in 2013 as a tax manager.
After qualifying as a chartered accountant David initially worked for a small practice conducting company audits and managing the book keeping department, then moved to a sole practitioner firm, Halpern and Co. Whilst at Halpern and Co David sat his Chartered Tax Advisor’s exams gaining his CTA qualification in 2011.
Before joining Warrener Stewart, David was a tax manager for a small independent firm where he helped train and manage the payroll department alongside advising personal and corporate clients. When this firm was taken over by one of the larger accountancy practices he decided to move to a smaller practice where he feels more suited given his wide range of accounting and tax experience.
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