Angel M. Rodriguez is a Senior Manager in the Individual Tax Practice at Untracht Early.
He provides tax compliance and advisory services to high net worth individuals, as well as their associated foundations, trusts, partnerships, corporations, and other entities across a wide array of industries but with a particularly strong emphasis on clients operating in the financial services industry. He is also responsible for the review of complex tax returns, estate and gift tax returns, and U.S. tax compliance forms for international transactions. In addition to implementing advanced estate planning strategies, Angel has also had the opportunity to represent clients before taxing authorities.
Internally, he develops new business for the firm and provides mentoring to develop junior professionals.
Angel comes to Untracht Early having previously spent ten years as a Tax Managing Director at a New York-based wealth management firm.
Angel is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants and is licensed as a Certified Public Accountant in the state of New York. He currently serves as Treasurer for the Backyard Sports Cares organization and is a member of the Westchester Hispanic Chamber of Commerce.
He received his Bachelor of Science degree in Accounting from Lehman College.