Tax Director
Current
Feb 2023 - Present
AeroLeads people directory · profile
David Osterberg, Cpa Email & Phone Number
Tax Director
at
Creative Planning
3 work emails found
@allstarfinancial.com
7 phones found area 612, 952, 320, and 651
LinkedIn matched
4 data sources
Profile completeness 100%
Who is David Osterberg, Cpa? Overview
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Quick answer
David Osterberg, Cpa is listed as Tax Director at Creative Planning, based in Savage, Minnesota, United States. AeroLeads shows a work email signal at allstarfinancial.com, phone signal with area code 612, 952, 320, 651, and a matched LinkedIn profile for David Osterberg, Cpa.
David Osterberg, Cpa previously worked as Tax Advisor at All Star Financial and Tax Advisor at David M Osterberg, Cpa. David Osterberg, Cpa holds Bachelor'S Degree, Accounting from University Of St. Thomas.
Company email context
Email format at Creative Planning
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{first}@allstarfinancial.com
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AeroLeads found 3 current-domain work email signals for David Osterberg, Cpa. Compare company email patterns before reaching out.
Profile bio
About David Osterberg, Cpa
I'm an accomplished Tax Advisor and Financial Consultant.I have extensive experience in relationship development, tax advice and wealth planning. I enjoy building strong relationships and work well with people at all levels of the organization including senior management, staff, and clients.Technical Skills: Microsoft Office Suite, UltraTax CS, Lacerte✉ Dosterberg2010@gmail.com
Listed skills include Accounting, Tax, Teamwork, Professional Networking, and 1 others.
Current workplace
David Osterberg, Cpa's current company
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4 roles · 35 years
David Osterberg, Cpa work experience
A career timeline built from the work history available for this profile.
Tax Advisor
➤ Strategically conducting client meetings and assessing risk tolerance, asset allocation, and portfolio construction needs.➤ Providing tax preparation, tax audit support, and tax planning services to facilitate client relationship development goals.➤ Advising clients on financial planning and strategies including Roth conversions and pre-tax retirement.
Jan 2014 - Feb 2023
Tax Advisor
David M Osterberg, Cpa
➤ Prepared federal, state, and local income and franchise tax returns and associated work papers to support the returns.➤ Implemented all system improvements to increase efficiency and accuracy and develop all client financial resources.➤ Researched tax issues and changes to federal and state income tax legislation and updated tax accounting procedures.➤.
Jan 2007 - Dec 2014
Previous Work History
Tax Preparer – Michael D. Johnson & Company, Ltd. – 2009 to 2013Tax Preparer – Boulay – 2012Consultant – Baker Tilly – 2007 to 2011David M. Orsterberg, CPA – 2001 to 2007Staff Accountant – PSI Net – 1997 to 2001Internal Auditor – TCF Financial Corporation – 1995 to 1997Auditor – RSM McGladrey – 1992 to 1993Auditor – KPMG – 1991 to 1992
1991 - 2013
~22 yrs
1 education record
David Osterberg, Cpa education
-
University Of St. Thomas
FAQ
Frequently asked questions about David Osterberg, Cpa
Quick answers generated from the profile data available on this page.
What company does David Osterberg, Cpa work for?
David Osterberg, Cpa works for Creative Planning.
What is David Osterberg, Cpa's role at Creative Planning?
David Osterberg, Cpa is listed as Tax Director at Creative Planning.
What is David Osterberg, Cpa's email address?
AeroLeads has found 3 work email signals at @allstarfinancial.com for David Osterberg, Cpa at Creative Planning.
What is David Osterberg, Cpa's phone number?
AeroLeads has found 7 phone signal(s) with area code 612, 952, 320, 651 for David Osterberg, Cpa at Creative Planning.
Where is David Osterberg, Cpa based?
David Osterberg, Cpa is based in Savage, Minnesota, United States while working with Creative Planning.
What companies has David Osterberg, Cpa worked for?
David Osterberg, Cpa has worked for Creative Planning, All Star Financial, David M Osterberg, Cpa, and Various Companies.
How can I contact David Osterberg, Cpa?
You can use AeroLeads to view verified contact signals for David Osterberg, Cpa at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did David Osterberg, Cpa attend?
David Osterberg, Cpa holds Bachelor'S Degree, Accounting from University Of St. Thomas.
What skills is David Osterberg, Cpa known for?
David Osterberg, Cpa is listed with skills including Accounting, Tax, Teamwork, Professional Networking, and Microsoft Office.
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