David Gill, Jr. in

David Gill, Jr.

Researcher · DISC type Cs
Partner at Haefele Flanagan
📍 Greater Philadelphia, United States

David Gill, Jr. is a Partner at Haefele Flanagan, leading the firms tax compliance and planning practice. He specializes in advising privately-held businesses, entrepreneurs, and high-net-worth individuals. David holds dual Masters degrees in Taxation and Financial Planning from Widener University and is a licensed CPA, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Personal Financial Specialist (PFS).

Outside of work, David is a dedicated family man who enjoys spending time with his wife and three children, and he actively coaches their sports teams. He is an avid Philadelphia sports fan and enjoys music and the New Jersey shore. He is also involved in The Rotary Club of Philadelphia and the Union League of Philadelphia.

He was named one of the Pennsylvania Institute of Certified Public Accountants "40 Under 40" in 2009.

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Experience
24 Years
Current Role
Partner
Location
Greater Philadelphia, United States
Personality Overview

How David shows up

Detail Oriented
Self-Disciplined
Perfectionist

They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Priorities

Topics David cares about

Tax Planning
He leads Haefele Flanagan's tax practice, focusing on complex compliance and planning for growing businesses and high-net-worth individuals.
Business Advisory
Helps business owners who have outgrown their current CPA with increasingly complex accounting, tax, and general business challenges.
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Career

Work history

1-2018
Partner
Haefele Flanagan
1-2018
Partner
Haefele Flanagan
3-2011 - 1-2018
Director
Haefele Flanagan
1-2010 - 2-2011
Tax Manager
Heffler, Radetich & Saitta LLP
10-2003 - 1-2010
Tax Manager
Master, Sidlow & Assoiates, P. A.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2011
MST
Widener University
2006 - 2011
MSFP
Widener University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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