Our Professional
David Zhang, CFA, CPA, our esteemed Tax and Business Manager, brings a wealth of expertise to Midtown Expat Tax. With a CPA license obtained in 1998 and a CFA Charter earned in 2001, Mr. Zhang is a seasoned professional with a distinguished career in New York City-based management roles at renowned Wall Street firms, including Fiduciary Trust, Merrill Lynch, and JPMorgan, spanning over a decade.
Mr. Zhang's extensive background encompasses over 10 years of experience in taxation, business and tax planning for individuals, High Net Worth families, partnerships, and corporates. He specializes particularly in International tax for individuals, showcasing a depth of knowledge, sophistication, and insights into relevant tax regulations and practices to cater to our diverse domestic and international clientele.
Recognized as an expert in real estate partnerships and expatriate tax, Mr. Zhang's professional journey underscores a commitment to excellence, making him a trusted leader in the industry. At Midtown Expat Tax, you can rely on his expertise to navigate the complexities of tax matters with precision and reliability.