Michael Walstatter, CPA MSA in

Michael Walstatter, CPA MSA

Login to view DISC.
Senior Tax Manager - Private Client Services at Private Client Services
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
10 Years
Current Role
Senior Tax Manager - Private Client Services
Job Level
Middle
Location
New York City Metropolitan Area, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Michael cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

7-2025
Senior Tax Manager - Private Client Services
Private Client Services
8-2022 - 5-2025
Tax Manager
RSM US LLP
8-2021 - 8-2022
Tax Supervisor - Private Client Services
RSM US LLP
1-2020 - 8-2021
Senior Tax Accountant - Private Client Services
RSM US LLP
11-2019 - 12-2019
International Tax Consultant
Michael Walstatter, CPA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2016 - 2017
Master's degree
Fordham Gabelli School of Business
2015 - 2015
Accounting
University of Miami Herbert Business School
2004 - 2008
Bachelor of Science - BS
Portland State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Michael. Free, 10 seconds.