Joshua Everitt
Senior Manager - Tax @Baker Tilly US
Walnut Creek, CA, US
EMAILS
j••••••••@bakertilly.com
MOBILE NUMBERS
+19•••••••85
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WORK HISTORY
Jul 2024 — Present
Senior Manager - Tax @Baker Tilly US
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Walnut Creek, CA, US
Tax and generational wealth planning for ultra-high-net-worth individuals and multi-generational families with personal and business assets.Actively involved in the design, implementation, and compliance of multi-generational estate planning, assisting in the implementation of charitable giving strategies and family gift-giving programs that strive to align intricate tax strategies with client personal values.
ABOUT JOSHUA EVERITT
Senior Manager with over a decade of experience in tax compliance and consulting…
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