Experience

Angel Rodriguez is a partner who 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 with a particularly strong emphasis on clients operating in the financial services industry. Angel works closely with his clients, utilizing his industry knowledge and technical expertise to provide strategic and informed tax planning. In addition to implementing advanced estate planning strategies, he has also had the opportunity to represent clients before taxing authorities.

Angel was a tax principal at Untracht Early, which joined Citrin Cooperman in 2022. Prior to joining Untracht Early, Angel spent ten years as a Tax Managing Director at a New York-based wealth management firm.