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CARL DOUGLAS

Owner

The Jordan Taylor Group, LLC
CHICAGO, Illinois, USA

Tax Preparation, Small Business Consulting

Professional Summary

Carl T Douglas is the President of The Jordan Taylor Group. During the past 30 years, Carl has achieved results in leadership roles of increasing accountability and responsibility within the insurance industry. He accomplished these results with leadership skills which focused upon understanding how each team member could contribute towards overall organizational success. Carl has detailed knowledge and work experience in all facets of management operations. Our expertise includes small business coaching and development, financial analysis, process analysis and improvement, business development, and fundraising support services. Mr. Douglas has been in the tax preparation business for the past 10 years specializing in individual, and small business/sole proprietor returns. He holds the RTRP designation,and is in active pursuit of achieving Enrolled Agent status. Carl is member of the following councils and associations, that routinely call upon him to provide education and expertise to investment analysts and managers from various firms: Gerson Lehrman Group Educator Registered Member, Nonprofit Local Blue Chip Experts Vista's Society of Industrial Leaders Guidepoint's Global Advisors Zintro Expert At The Jordan Taylor Group, "client satisfaction is priority one!" We would welcome the opportunity to earn your trust and deliver you the best service in the industry.

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Languages

  • English

Industry Experience

    • Financial Services
    • Insurance Full Line

Website

Birthday

September 15

Experience

The Jordan Taylor Group, LLC
CHICAGO, Illinois, USA 60619
Owner
Tax Preparation, Small Business Consulting
2003 - Present
Owner of tax preparation firm specializing in individual, small business returns.
ALLSTATE Corporation
Northbrook, Illinois, USA 60077
Systems Director
Corporation - Publicly-Held
1994 - 2001
IT software development and maintenance for agency systems, actuarial services, and the commercial insurance division. Served as key liaison to client groups, managing service level agreements that included financial budgets and service delivery goals.
Allstate Corporation
South Barrington, Illinois, USA 60010
Commercial Accounting Director
Corporation - Publicly-Held
1987 - 1994
Provided field accounting services for the commercial insurance division. Duties included managing premium receivables, collections, and broker reconciliations.

Professional Certifications

RTRP
2013
Active

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