David Goldberg

About David Goldberg

Partner at PwC Trusted Business Advisor focused on creating an exceptional client experience I\'m a Partner in PwC\'s Asset and Wealth Management practice in Charlotte, NC. Informed by over 16 years of experience in public accounting, I strive to deliver impactful tax and business advice to decision makers in both public and private financial service companies and investment fund managers. I lead our Charlotte Asset and Wealth Management tax team and my extensive experience spans a variety of hedge, private equity and real estate structures, including fund of funds and investment portfolio companies.

Experience

1. Partner

   PwC

   Jul 2019 — Present · Charlotte, NC, US

   As a Partner, I lead the Asset and Wealth Management team in Charlotte, NC. My focus is on providing high quality tax compliance, consulting and business services to clients in the private equity, hedge fund and real estate industry. As a leader to over 40 tax professionals focused on the asset management industry, I am not only passionate about delivering value add client service but for my team\'s technical and personal development. I seek out opportunities to implement and innovate new technologies, which empower quality and efficiency on my team.

Education

• University of South Carolina

  Bachelor of Science, Business Administration

  2001 — 2005

• Darla Moore School of Business at the University of South Carolina

  Master of Accountancy, Tax

  2005 — 2006

Skills

• Corporate Tax
• Gaap
• Management
• Accounting
• Tax
• Sec Filings
• U.s. Generally Accepted Accounting Principles (Gaap)
• Generally Accepted Accounting Principles (Gaap)
• Financial Reporting
• Auditing
• Internal Controls
• Us Gaap
• Sarbanes-Oxley Act