Overview
Jim has more than 34 years of experience in the public accounting and advisory industry. He serves as Aprio’s Southern California Market Leader and Tax Partner, representing the firm within the region while focusing on service expansion and increasing brand awareness. Jim is committed to fostering innovation, driving growth, and assuring exceptional client service.
Experience
He has over 34 years of experience in tax within public accounting and advisory, including 25 years as a partner—20 spent in leadership. Jim specializes in tax services for middle-market companies, particularly in real estate, M&A, and logistics. Before joining Aprio, he led his prior firm’s tax team for 12 years and managed strategic initiatives for four. For the past 16 years, Jim’s focus has been on growth strategy and expanding advisory services. His specializations on the tax side include transactional advisory, advising companies on organizational structure and acquisitions.
Jim takes pride in empowering colleagues at the firm, helping them overcome fear of failure and encouraging personal growth. He supports his team’s development into leaders at their own pace, believing that nurturing future leaders is essential for effective leadership.
Education & Affiliations
Jim earned a Bachelor of Science in Business Administration, with an Accounting emphasis, from California State University-Long Beach College of Business and a master’s in taxation from the Golden Gate University. Upon assuming a leadership role at his previous firm, Jim initiated food bank programs supporting women’s causes, veterans, individuals experiencing PTSD, and the reintegration of naval warfare operators into civilian life. He is highly committed to volunteerism, consistently contributing both his time and financial resources to a range of charitable initiatives.
Insights
