David Lewis

Supporting funds, trusts, and private clients with US tax compliance and reporting.

Greater Oxford Area

About

I build strategic relationships with our clients and our referral partners, bringing together teams to streamline US compliance and to resolve complex US tax issues.

Experience

  • USTAXFS (London, United Kingdom)
    • Corporate Development Director
      Jan 2023 - Present · 3 yrs 6 mos

      I build strategic relationships with our clients and our referral partners, bringing together teams to streamline US compliance and to resolve complex US tax issues.

    • Resolving US compliance and reporting for fund managers and investors
      Jan 2016 - Present · 10 yrs 6 mos

      We help funds, businesses and private clients with their US tax and reporting requirements. Our US tax specialists are located close to our clients in London, Zurich and Geneva. My role is to grow the funds and corporate side of the business, building long term business relationships with new clients.

  • Active Sales Enabler at Sales Inspired Ltd
    Nov 2015 - Present · 10 yrs 8 mos

    I help professional firms to win new clients and grow their business. I provide active support at key stages of the sales cycle to : Stage 1 - identify target clients, refine key messages and differentiators, initiate winning campaigns Stage 2 - get meetings with target clients and generate opportunities Stage 3 - win major bids - turn opportunities into revenues, prospects into clients Stage 4 - grow key accounts Stage 5 - measure performance and refine strategy My role is to get out in the market and win new clients alongside the professional teams, while providing hands on coaching and support in real sales situations to grow skill levels. My reward is aligned to the success of my clients.

  • Tenor at Henley Choral Society
    Jan 2011 - Present · 15 yrs 6 mos

    Our next concert - Elgar's Dream of Gerontius

  • Business Development Director at BDO LLP
    Oct 2016 - Dec 2020 · 4 yrs 3 mos

    I help international businesses to find the best possible support from the global BDO network, making sure we understand their priorities and we introduce the best team and deliver the best solution to meet their needs.

  • Board member at Byte Night Thames Valley
    2006 - Dec 2018 · 13 yrs

    Byte Night is one night in October each year when professionals in the technology sector sleep out in the open to raise money for young homeless people and to help prevent the causes of youth homelessness.