Carlos Portillo

Examiner
DISC Type : cs

Tax Managing Director at Deloitte Tax LLP

United States

Overview

Carlos Portillo is a Tax Managing Director at Deloitte with a background in audit from his time at KPMG. He holds a Juris Doctor from Loyola Marymount University and a B. S. from the University of Southern California, giving him a unique legal and financial perspective in his tax role.

He is passionate about professional development, both for his colleagues and for new talent in the Southern California area. Carlos takes public pride in the achievements of his team members, viewing their success as an inspiration to the wider organization.

He actively promotes Deloittes investment in technology and a diverse workforce as key differentiators for client success.

Personality Overview

Late Adopter

Unexpressive

Overcautious

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Tax Career Growth
Actively recruits tax professionals in Southern California, encouraging them to advance their careers by joining his growing team at Deloitte.
Technology in Tax
Views significant investment in technology as a cornerstone of Deloitte's growth and ability to build successful client relationships.
Colleague Recognition
Publicly celebrates the achievements of his colleagues, highlighting their inspirational impact on other professionals within the firm.

Media Appearances

Carlos has no verified media appearances

Work History

1-2004
Tax Managing Director at Deloitte Tax LLP
9-2001 - 12-2003
Senior Accountant at Hamilton Sundstrand
1996 - 1999
Audit Senior at KPMG

Education

2000 - 2003
JD from Loyola Marymount University
1993 - 1996
B.S. from University of Southern California

More Information

Social Presence :

Prographics :

Exp : 28 Location : United States Job Level : Mid-senior Designation : Tax Managing Director at Deloitte Tax LLP
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Insights For Selling To Carlos

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carlos is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Carlos

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Carlos move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Carlos take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Carlos

Personality Compatibility


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