Jae Kim


Only the sky is the limit. Do not limit yourself.

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Meet Jae

Jae Kim has over 20 years of experience providing tax and reporting services to closely held businesses and middle-market companies. Throughout her career, she has focused on real estate investment and development companies, private equity, fund of funds, as well as public and private REITs.

Serving clients in real estate investment has allowed Jae to lead the tax preparation of multistate private equity clients, perform compliance work for large commercial real estate investment clients, and consulting, including mergers and roll up of tiered partnerships.

Through technical tax analysis and proper reporting of complex transactions, Jae has also provided tax services to clients in a variety of industries including manufacturing, technology, media and entertainment.

On her personal time, Jae is an avid golfer. She also considers herself an adventurous foodie who enjoys exploring all types of restaurants in the Los Angeles area.

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Professional History


  • American Institute of Certified Public Accountants (AICPA)


  • Leventhal School of Accounting
  • University of Southern California


  • Andersen
  • KPMG
  • Ernst & Young
  • Deloitte


Q. Without naming names, tell us about your favorite client and why you enjoyed working with them.

My favorite client was someone who initially who brought us on board to work on a single consulting project. With significant amounts of historical data to analyze, a merger and complex technical issues, this project also allowed us to bring in specialists to serve the client’s individual needs. Through this process, we became their trusted tax advisors, and this led to entity and individual compliance work as well as tax consulting and estate planning. By using latest technology, we were able to reduce duplication and work efficiently, saving the client time and money while also streamlining work flow.

Q. Describe your work style.

I consider myself a big-picture leader who values balance. I help my team keep things in perspective through a solutions-driven approach that allows us to serve our clients to the best of our ability. I enjoy teaching my team to understand the client’s holistic needs and because the better you understand that the more, we can all develop as professionals and reach our goals.

Q. What is your proudest moment?

My dad was the person who encouraged me to become a CPA and after he passed away, I decided to go back to school. I’ll always remember the day that I received my CPA license. I was shopping with mom, when my brother called and told me that I had gotten my license in the mail. This was the culmination of a 2-year process that required a lot of work, but whenever things got challenging, I always remembered my dad’s words and advice. This helped me to accomplish my goal and it all paid off the moment when my brother gave me the good news.

Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?

When you’re first starting out in your career, things can seem overwhelming. You haven’t had the experience to live through challenging moments, so they often seem bigger than they really are. My advice to young professionals would be to avoid stress because there are solutions for everything. Seek out experienced mentors to help you find the right solutions and to deal with the pressure. Remember that you’re not alone. There are always people out there who will help you and grow.

Q. What do you love most about your work?

The people I work with. I have brilliant colleagues who share ideas with me, and I feel lucky for the opportunity to be part of their growth. I love mentoring our people, teaching them how to build professional relationships and working together to become trusted advisors to our clients.

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