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Bill Martin Email & Phone Number
Head of Audit, Policy and Research (Tax)
at
Chequers Financial Management
1 work email found
@chequersfinancial.net
1 phone found area 650
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Audit, Policy and Research (Tax)
Location
San Francisco, California, United States
Company size
Who is Bill Martin? Overview
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Quick answer
Bill Martin is listed as Head of Audit, Policy and Research (Tax) at Chequers Financial Management, a with 13 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at chequersfinancial.net, phone signal with area code 650, and a matched LinkedIn profile for Bill Martin.
Bill Martin previously worked as Head of Audit, Policy & Research (Tax) at Chequers Financial Management and Attorney, Tax LLM at Tax Relief Usa. Bill Martin holds Llm, Taxation from Georgetown University Law Center.
Company email context
Email format at Chequers Financial Management
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{first}.{last}@chequersfinancial.net
86% confidence
AeroLeads found 1 current-domain work email signal for Bill Martin. Compare company email patterns before reaching out.
Profile bio
About Bill Martin
Experienced Manager of all aspects of business tax compliance, audit, and planning--international to local. Attorney—tax controversy; admitted to US Tax Court. Bringing agile and clear thinking for the betterment of any tax situation. "In a world deluged by irrelevant information, clarity is power." --Yuval Noah Harari
Listed skills include Tax, Financial Analysis, International Tax, Mergers And Acquisitions, and 17 others.
Current workplace
Bill Martin's current company
Company context helps verify the profile and gives searchers a useful next step.
Chequers Financial Management
9 roles
Bill Martin work experience
A career timeline built from the work history available for this profile.
Head Of Audit, Policy & Research (Tax)
Tax Advisor for wealth management firm serving high net worth clients, including executives from coast-to-coast and across numerous industry sectors, including Biotech, Fintech, Venture Capital, Fashion Retail and Consumer Products, >$500,000,000 client AUM
Attorney, Tax Llm
Represent individuals and businesses before the IRS, FTB, CADTFA and EDD to resolve tax problems.Provide comprehensive tax planning and compliance services oriented toward tax minimization and efficiency.
May 2016 - Feb 2021
Tax Reviewer
Prepare and review partnership, trust, and individual tax returns for high net worth individuals and successful enterprises using advanced software solutions, with participation in every aspect of the process, from client document intake to efile.Proficient with CCH Axcess and SurePrep for return preparation, ProSystem fx Engagement for document management, and XCM for workflow automation.
Jan 2019 - Jul 2020
Tax Consultant, Attorney Llm
Review corporation, partnership, trust and individual tax returns for high net worth individuals and successful enterprises, with focus on accuracy, completeness, and tax minimization.
Aug 2018 - Oct 2018
Corporate Tax Consultant
Review tax return workpapers for submission to "Big 4" accounting firms; Respond to tax agency notices from the IRS, FTB, and other state tax departments;Ensure legal entity Secretary of State compliance for corporations and LLCs;Prepare property tax returns for jurisdictions with client retail operations.
Jan 2017 - Jul 2018
Head Of Tax Compliance And Planning
Responsible for all areas of tax planning and compliance for Technology Properties Limited and Alliacense LLC, a group of Silicon Valley patent assertion entities, including international tax, federal tax, California state tax, sales tax, and personal property tax.
Jun 2008 - Apr 2016
Senior Tax Manager
Tax research and planning senior manager within a 15 person tax section of a multinational insurance and asset management group held by a London Stock Exchange listed company.
Jun 2003 - Jun 2008
Tax Manager
Responsible for US and China tax compliance for highly compensated MNE expatriate executives and professional employees on assignment in Beijing, Shanghai, and Hong Kong.
Apr 1998 - Feb 2000
Team & coworkers
Colleagues at Chequers Financial Management
Other employees you can reach at chequersfinancial.com. View company contacts for 13 employees →
CC
Cycil Card
Colleague at Chequers Financial ManagementIrvine, California, United States
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BM
Buena Manuel
Colleague at Chequers Financial ManagementDaly City, California, United States
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JW
Josephine Winder
Colleague at Chequers Financial ManagementSan Francisco, California, United States
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RL
Rodney La Fleur
Colleague at Chequers Financial ManagementSan Pablo, California, United States
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RM
Reed Mccue, Cfp®
Colleague at Chequers Financial ManagementSan Francisco, California, United States
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DH
Daniel Huston
Colleague at Chequers Financial ManagementSan Francisco Bay Area, United States
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EK
Edward Kearney
Colleague at Chequers Financial ManagementBoise, Idaho, United States
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Cycil Card
Colleague at Chequers Financial ManagementIrvine, California, United States
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BM
Buena Manuel
Colleague at Chequers Financial ManagementDaly City, California, United States
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JW
Josephine Winder
Colleague at Chequers Financial ManagementSan Francisco, California, United States
View →
RL
Rodney La Fleur
Colleague at Chequers Financial ManagementSan Pablo, California, United States
View →
RM
Reed Mccue, Cfp®
Colleague at Chequers Financial ManagementSan Francisco, California, United States
View →
DH
Daniel Huston
Colleague at Chequers Financial ManagementSan Francisco Bay Area, United States
View →
EK
Edward Kearney
Colleague at Chequers Financial ManagementBoise, Idaho, United States
View →
1 education record
Bill Martin education
FAQ
Frequently asked questions about Bill Martin
Quick answers generated from the profile data available on this page.
What company does Bill Martin work for?
Bill Martin works for Chequers Financial Management.
What is Bill Martin's role at Chequers Financial Management?
Bill Martin is listed as Head of Audit, Policy and Research (Tax) at Chequers Financial Management.
What is Bill Martin's email address?
AeroLeads has found 1 work email signal at @chequersfinancial.net for Bill Martin at Chequers Financial Management.
What is Bill Martin's phone number?
AeroLeads has found 1 phone signal(s) with area code 650 for Bill Martin at Chequers Financial Management.
Where is Bill Martin based?
Bill Martin is based in San Francisco, California, United States while working with Chequers Financial Management.
What companies has Bill Martin worked for?
Bill Martin has worked for Chequers Financial Management, Tax Relief Usa, Moss Adams, Squar Milner, and Peet'S Coffee.
Who are Bill Martin's colleagues at Chequers Financial Management?
Bill Martin's colleagues at Chequers Financial Management include Cycil Card, Buena Manuel, Josephine Winder, Rodney La Fleur, and Reed Mccue, Cfp®.
How can I contact Bill Martin?
You can use AeroLeads to view verified contact signals for Bill Martin at Chequers Financial Management, including work email, phone, and LinkedIn data when available.
What schools did Bill Martin attend?
Bill Martin holds Llm, Taxation from Georgetown University Law Center.
What skills is Bill Martin known for?
Bill Martin is listed with skills including Tax, Financial Analysis, International Tax, Mergers And Acquisitions, Accounting, Due Diligence, Financial Reporting, and Finance.
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