Kevin Giles, Cpa
About Kevin Giles, Cpa
Kevin Giles is a Tax Director with extensive experience in tax advisory, particularly for real estate development and management. He currently works at Creative Planning and has held various positions at notable firms including KPMG, EY, and Deloitte.
Work at Creative Planning
Kevin Giles serves as the Tax Director at Creative Planning, a position he has held since 2023. His role involves providing strategic tax advisory services aimed at optimizing financial performance and tax savings for clients. He operates in a hybrid work environment based in San Diego, California.
Previous Experience in Tax Management
Before joining Creative Planning, Kevin Giles held several significant positions in tax management. He worked as the Tax Manager at ABP Capital from 2021 to 2023, and prior to that, he was the Director of Accounting and Tax at R&V Management for four months in 2023. His experience also includes roles at KPMG US and EY, where he served as Tax Manager from 2016 to 2021.
Educational Background
Kevin Giles earned a Master's degree in Accounting from National University, completing his studies from 2009 to 2010. He also holds a Bachelor of Science degree in Aviation Sciences from Baylor University, where he studied from 2003 to 2008.
Expertise in Tax Advisory
Kevin Giles has extensive experience in tax advisory, particularly in real estate development and management. He specializes in providing solutions for high net-worth individuals and has deep expertise in complex tax issues, including multi-tiered entity structures, REITs, 1031 exchanges, depreciation, and capital gains.
Career Progression
Throughout his career, Kevin Giles has held various roles that have contributed to his expertise in tax management. He has worked as a Senior Tax Consultant at Deloitte, a Senior Tax Accountant at RPR Partners, LLP, and a Partner at Pham Yaeger & Giles LLP. His diverse experience spans over a decade in the tax advisory field.