On Tax Jim Piazza, formerly of Deloitte
Oct 1, 2024
Jim Piazza, recently retired as a Senior Marketplace and Tax Partner at Deloitte, shares insights from his remarkable career. He reflects on how his auditing background and relationship-building skills led to his success in tax. The power of teamwork shines through as he recounts a billion-dollar gain achieved through collaboration. Jim also highlights his philanthropic efforts supporting children in need and discusses the significance of mentorship. Now in retirement, he's focusing on golf and giving back while reminiscing about his journey.
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Career Pivot to Tax
- Jim Piazza switched from auditing to tax after five years because he disliked auditing.
- He started fresh in tax with strong training and support, launching a 40-year career.
Keys to Client Service
- Communicate complex tax matters in simple terms to clients with varied expertise.
- Network effectively and leverage organizational resources to deliver exceptional client service.
Leveraging Capital Losses
- Jim and his team helped a client creatively use a billion-dollar capital loss to save about $350 million.
- This success came from collaborative teamwork and deep client understanding.