CARLOS D. STAFFORD, JR., J.D.
Houston,Texas
Summary
Knowledgeable Compliance Manager with documented success in developing policies, leading training programs and managing reporting to achieve compliance. Methodical with exceptional presentation and communication skills. Strong background working with federal and state regulations.
Overview
9
9
years of professional experience
Work History
Tax Analyst-CEO
The Tax Project LLC
- Controlled day-to-day operations, including setting schedules and managing employees
- Prepared personal and business tax returns
- Transmitted tax-related paperwork to appropriate tax agencies
- Verified taxpayer information, identification numbers, and computations
- Informed taxpayers of tax laws and processes
- Handled administrative requirements involving records management, legal regulations, and tax compliance
- Supervised all administrative activities
- Developed advertising campaigns or sales promotions to increase brand awareness.
Marketing Director
State Farm Insurance
- Sealed deals and contracts by contacting prospective clients for meetings and consultations
- Captured potential customers using creative and fresh approaches on digital and traditional channels
- Initiated and pioneered consumer research on specific demographics
- Capitalized on emerging opportunities, tracking market trends and preferences
- Supervised staff hiring, training, and performance evaluations to meet the goals of the company.
Managing Partner
Haute Revolution LLC
12.2012 - 01.2022
- Mentored junior staff members, resulting in a more cohesive team and increased overall performance.
- Established and implemented business procedures and process improvements.
- Aligned business objectives with industry best practices to ensure the firm remained compliant with regulatory requirements and maintained its reputation for excellence.
- Cultivated a culture of continuous improvement by encouraging staff development through training programs and workshops.
- Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
Education
Law
Thurgood Marshall School of Law
Houston, TX05.2003
Bachelor of Arts - Political Science
Texas Southern University
Houston, TX05.1997
Skills
- Compliance
- Audit Support
- Research
- Tax Planning
- Business Planning
- Tax Preparation
- Operating Procedures
- Business Development
- Verbal and written communication
- Organizational abilities
- Tax Return Filing
- Tax Compliance
- Tax Software Mastery
- Project Management
- Problem-Solving
- Teamwork and Collaboration
- Research and documentation
- Tax Audit Management
- Tax Compliance Expertise
- Time Management
- Team Leadership
- Strategic Planning
- Customer Relations
- Operational planning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Managing Partner
Haute Revolution LLC
12.2012 - 01.2022
Tax Analyst-CEO
The Tax Project LLC
Marketing Director
State Farm Insurance
Law
Thurgood Marshall School of Law
Bachelor of Arts - Political Science
Texas Southern University
Similar Profiles
CARLOS STAFFORDCARLOS STAFFORD
Founder at Prive Health, LLCFounder at Prive Health, LLC
Ameity GeorgeAmeity George
Customer Service Representative at Working Solutions/Turbo tax projectCustomer Service Representative at Working Solutions/Turbo tax project
Khaled Omar AlmubarakiKhaled Omar Almubaraki
Team Leader at AL Khaleej For Training And Education - Zakat, Tax And Customs Authority ProjectTeam Leader at AL Khaleej For Training And Education - Zakat, Tax And Customs Authority Project
Aathika TamheenAathika Tamheen
Digital Communications Analyst at NRG EnergyDigital Communications Analyst at NRG Energy
Carter GovernaleCarter Governale
Sales Associate at The Home DepotSales Associate at The Home Depot