Who

David Marty, MBT, EA
Tax Manager
dmarty@rsjcpa.com

David is the manager in charge of the corporate tax group at Rose, Snyder & Jacobs, handling much of the firm’s work involving corporations and consolidated corporate groups. He also devotes significant time to limited liability company, partnership, individual, trust and estate taxation. With nearly 14 years of experience in public accounting and business management, David advises public companies, privately-held businesses, shareholders, executives and entrepreneurs in navigating across a broad range of income tax compliance, tax planning and transactional issues in a variety of industries and tax jurisdictions. His acute interest in legislative developments and technical research serves him well in his responsibilities to keep the firm and our clients up to date on professional responsibilities, changes in the tax law and the consequent planning opportunities.

Prior to joining Rose, Snyder & Jacobs, David serviced expatriate and inpatriate clients in Ernst & Young's international tax group in addition to working for several of Los Angeles' largest local public accounting and business management firms.

David's education and professional accomplishments include:

  • Bachelor of Science - Accounting, University of Southern California
  • Bachelor of Science - Business Administration (Finance), University of Southern California
  • Master of Business Taxation, University of Southern California
  • Member, National Association of Enrolled Agents
  • Member, California Society of Enrolled Agents
  • Member, CCH State Tax Customer Advisory Board

Why

David is:

  • Fluent with complex tax issues
  • Passionate about providing quality client service
  • Committed to managing client expectations while achieving optimal results

What

David offers particular expertise in:

  • Income and franchise tax compliance, planning and transactional work
  • Tax issues facing public and privately-held businesses
  • Analysis of complex tax structures and transactions
  • Legislative changes and emerging trends in the tax law
  • Federal, California, multi-state, local and international tax issues
  • FAS 109 and FIN 48 PCAOB compliance
  • Industry groups
    • Technology
    • Distribution & wholesale
    • Real estate
    • Medical equipment leasing
    • Pharmaceutical, nano and bio technology
    • Hospitality & food distribution
    • Development stage & entrepreneurial companies
    • Professional services
    • Family businesses