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Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® Email & Phone Number
Family Office Tax Director
at
Single Family Office
6 phones found
area 410 and 443
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Family Office Tax Director
Location
Baltimore, Maryland, United States
Company size
Who is Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma®? Overview
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Quick answer
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® is listed as Family Office Tax Director at Single Family Office, a company with 1429 employees, based in Baltimore, Maryland, United States. AeroLeads shows phone signal with area code 410, 443 and a matched LinkedIn profile for Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma®.
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® previously worked as Principal | Head of Fiduciary Tax Services at Brown Advisory and Head of Fiduciary Tax Services at Brown Advisory. Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® holds Master Of Science - Ms, Taxation from University Of Baltimore Merrick School Of Business.
Company email context
Email format at Single Family Office
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Single Family Office
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Profile bio
About Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma®
Carlos is a principal, a member of the strategic advisory team and serves as head of fiduciary tax services at Brown Advisory, an independent investment management and strategic advisory firm committed to first-class performance, advice and service. In this role, he leads the firm’s private client tax team and serves as a trusted advisor and tax strategist to high-net worth individuals with trusts, closely held businesses, private foundations and family offices. He is recognized as a subject matter expert in taxation, estate planning and philanthropic planning, and he is a frequent presenter at regional and national conferences.Throughout his career, Carlos has demonstrated success in leading teams, executing timely deliverables, winning new business and leveraging technology to streamline workflows. Prior to joining Brown Advisory, Carlos was a supervisor and forensic accountant at Rosen, Sapperstein & Friedlander, and he has testified in court as an expert witness in matters relating to economic damages and sales of closely held business interests.
Listed skills include Accounting, Tax, Financial Analysis, Microsoft Excel, and 14 others.
Current workplace
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma®'s current company
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Single Family Office
9 roles
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® work experience
A career timeline built from the work history available for this profile.
Principal | Head Of Fiduciary Tax Services
CurrentManaging an in-house team of accountants to facilitate the outsourced preparation and filing of fiduciary income tax returns and private foundation tax returns.Producing complex tax analyses for sophisticated institutional and private clients.Drafting and communicating partnership accounting services plans of work and deliverables calendars.Advising on.
Jul 2021 - Present
Head Of Fiduciary Tax Services
Oct 2020 - Jun 2021
Fiduciary Tax Advisor
Mar 2020 - Sep 2020
Senior Fiduciary Tax Accountant
Dec 2018 - Feb 2020
Tax Supervisor
Reviewed and prepared income tax returns for high-net-worth individuals, trusts, S corporations, partnerships, private foundations, charitable trusts, public charities, pension plans and IC-DISCs.Authored valuation reports for privately held operating businesses, investment holding companies and intangible assets in connection with estate and gift tax.
Sep 2018 - Dec 2018
Senior Tax Associate
Oct 2015 - Aug 2018
Tax Associate
Jan 2014 - Sep 2015
Tax Preparer/Bookkeeper
Analyzed data, conducted interviews, prepared income tax returns and performed bookkeeping duties.
Jan 2013 - Dec 2013
3 education records
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® education
Master Of Science - Ms, Taxation
Bachelor Of Science - Bs, Financial Economics
High School Diploma
FAQ
Frequently asked questions about Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma®
Quick answers generated from the profile data available on this page.
What company does Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® work for?
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® works for Single Family Office.
What is Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma®'s role at Single Family Office?
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® is listed as Family Office Tax Director at Single Family Office.
What is Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 410, 443 for Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® at Single Family Office.
Where is Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® based?
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® is based in Baltimore, Maryland, United States while working with Single Family Office.
What companies has Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® worked for?
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® has worked for Single Family Office, Brown Advisory, Rosen, Sapperstein & Friedlander, Llc, and Liberty Tax Service.
How can I contact Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma®?
You can use AeroLeads to view verified contact signals for Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® at Single Family Office, including work email, phone, and LinkedIn data when available.
What schools did Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® attend?
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® holds Master Of Science - Ms, Taxation from University Of Baltimore Merrick School Of Business.
What skills is Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® known for?
Carlos U. Rodriguez, Cpa/Pfs, Mst, Cgma® is listed with skills including Accounting, Tax, Financial Analysis, Microsoft Excel, Tax Returns, Financial Accounting, Research, and Tax Accounting.
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