Navigating the US Tax Landscape from New Zealand: Insights with David Tzimenakis

In this episode of the Ambitious Accountants Podcast, host Sumith speaks with David Tzimenakis, a specialist US tax consultant and Director at the US Tax Team in New Zealand. David shares his journey from working at a UK bank during the introduction of FATCA legislation to establishing his own tax consultancy firm in New Zealand. The discussion covers various aspects of US tax consultancy, including pre-migration advice, challenges in recruitment, importance of automation, and strategies for managing rapid business growth. David also emphasises the value of creating educational content to better prepare clients and offers advice to young accountants on finding their niche in the industry.

Got something to say about the future of accounting in NZ? Let’s chat — you could be our next guest.

Email - Sumith@brisca.co.nz

Chapters

• 0:00 Introduction and Client Capacity Analysis
• 0:44 Welcome to the Ambitious Accountants Podcast
• 1:17 David Tzimenakis' Journey into US Tax Consultancy
• 2:59 Establishing the US Tax Team in New Zealand
• 3:45 Client Demographics and Tax Services
• 5:02 Balancing Work and Lifestyle
• 7:08 Recruitment Challenges and Capacity Management
• 12:12 Leveraging Technology for Efficiency
• 15:10 Content Marketing and Client Education
• 15:10 Outsourcing vs. In-House Operations
• 23:55 Trends in US Migration to New Zealand
• 26:06 Advice for Aspiring Accountants
• 27:03 Final Thoughts and Until next time