Julie Kim, CPA, MST

Editor
DISC Type : CS

Founder & CEO at Vantage Tax and Advisory, LLC

McLean, Virginia, United States

Overview

Julie Kim is the Founder and CEO of Vantage Tax and Advisory, a firm she established to provide specialized tax and accounting services. With over 20 years of experience, she serves government contractors, technology companies, and small businesses in the Washington DC area. She holds an M.S. from American University.

Outside of her professional work, Julie is highly dedicated to her personal fitness. She consistently challenges herself, having completed over 133 Orange Theory classes, and embraces the process of pushing her limits to achieve incremental gains and a feeling of accomplishment.

Julie finds that even after completing 133 classes, Orange Theory still pushes her to her absolute limit every time.

Personality Overview

Skeptic

Fact-Driven

Sometimes Friendly

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Strategic Tax Planning
Her firm specializes in providing clients with forward-looking tax strategies, compliance, and advisory for complex issues like M&A transactions and multi-state tax returns.
Small Business Growth
Her firm is built to partner with established small businesses. She shares tips on social media like "Clarity sells—make it easy for clients to say yes."
Fitness & Consistency
She demonstrates a strong commitment to fitness and personal discipline, highlighted by her completing her 133rd challenging Orange Theory class.

Media Appearances

Julie has no verified media appearances

Work History

11-2025
Founder & CEO at Vantage Tax and Advisory, LLC
11-2015 - 11-2025
Partner at Brontide LLC
7-2014 - 10-2015
Tax Manager at CST Group, CPAs, PC
1-2008 - 7-2014
Tax Supervisor at Watkins Meegan LLC

Education

Master of Science (M.S.) from American University - Kogod School of Business
Bachelor of Science (B.S.) from George Mason University

More Information

Social Presence :

Prographics :

Exp : 18 Location : McLean, Virginia, United States Job Level : Leadership Designation : Founder & CEO at Vantage Tax and Advisory, LLC
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • Use a presentation with information before getting into a live product walkthrough

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie 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 Julie

  • 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 Julie move?

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

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

You And Julie

Personality Compatibility


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