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Carlos U. Rodriguez, Cpa, Abv, Cff, Cfe, Cgma profile image

Carlos U. Rodriguez, Cpa, Abv, Cff, Cfe, Cgma

Principal | Head of Fiduciary Tax Services at Brown Advisory
Intro Book
Expert CPA with leadership experience in tax and financial services.
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Location
Baltimore, Maryland, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Full professional proficiency
Skills
  • Accounting
  • Tax
  • Financial Analysis
  • Microsoft Excel
  • Tax Returns
  • Show all
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Bio

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Carlos U. Rodriguez is a seasoned CPA with expertise in accounting, tax, and financial analysis, holding leadership positions at Brown Advisory and Rosen, Sapperstein & Friedlander, LLC. He has a Master of Science in Taxation from the University of Baltimore Merrick School of Business and a Bachelor of Science in Financial Economics from the University of Maryland Baltimore County.

Experience

  • Brown Advisory
    • United States
    • Financial Services
    • 700 & Above Employee
    • Principal | Head of Fiduciary Tax Services
      • Jul 2021 - Present

      Leading the Tax Department and developing strategies related to federal, state, and local taxation issues on behalf of clients as part of the firm’s Strategic Advisory Team.

    • Head of Fiduciary Tax Services
      • Oct 2020 - Jun 2021

    • Fiduciary Tax Advisor
      • Mar 2020 - Sep 2020

    • Senior Fiduciary Tax Accountant
      • Dec 2018 - Feb 2020

  • Rosen, Sapperstein & Friedlander, LLC
    • United States
    • Accounting
    • 1 - 100 Employee
    • Supervisor
      • Sep 2018 - Dec 2018

      Drafted detailed and summary valuation reports and provided forensic accounting services and litigation support for attorneys and their clients, including testifying in court as an expert witness.

    • Senior Associate
      • Oct 2015 - Aug 2018

      Researched and provided analysis of business transactions in order to evaluate the tax aspects of proposed settlements.

    • Associate
      • Jan 2014 - Sep 2015

      Prepared and reviewed federal and state income tax returns for individuals, partnerships, corporations, nonprofit organizations, private foundations, trusts and estates.

  • Liberty Tax Service
    • Baltimore, MD
    • Tax Preparer/Bookkeeper
      • Jan 2013 - Dec 2013
      • Baltimore, MD

      Analyzed data, conducted interviews, prepared income tax returns and performed bookkeeping duties.

Education

  • University of Baltimore Merrick School of Business
    Master of Science - MS, Taxation
  • University of Maryland Baltimore County
    Bachelor of Science - BS, Financial Economics
  • St. Paul's School (MD)
    High School Diploma

Suggested Services

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Industry Focus. “Accounting and Auditing”

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