LevitZacks > Leadership > Executive Leadership

Jeanette Tien

Jeanette serves as a Senior Tax Manager at LevitZacks, where she specializes in tax compliance and planning for pass-through entities in the real estate sector, as well as high net worth individuals. Since beginning her career in public accounting in 2004, Jeanette has been dedicated to helping clients navigate complex accounting and tax matters, providing… Read More

James Schappler

In his role at LevitZacks, James is responsible for helping drive the successful organic and inorganic growth of the firm. He serves on the Executive Leadership Team, overseeing operational functions such as marketing strategy, sales enablement, new firm integration, and the overall LevitZacks’ P&L. James is known for strong leadership, transparent people management style, and… Read More

Rosa Valdez

As a Senior Tax Manager, Rosa has extensive experience leading client engagements across various industries, including real estate, law firms, agriculture, distribution, and consumer goods. She works closely with high-net-worth individuals, flow-through entities, and closely held corporations, helping them make well-informed, strategic decisions regarding tax planning and compliance. Rosa is committed to providing proactive, responsive… Read More

David Wilber

As a Senior Audit Manager, David has nearly a decade of dedicated service in public accounting. Having honed his skills over nine years at a CPA firm in Albany, NY, where he most recently served as a supervisor, overseeing both audit and tax engagements. David’s journey began as an intern and progressed through roles as… Read More

Keisha Price

Keisha has more than 15 years of public tax accounting experience. Previously a Senior Tax Manager at Armanino, she also worked as a Managing Associate at Philadelphia-based tax firm Drucker & Scacetti, P.C.  In addition, she was a supervisor at CPA firm Wheeler Wolfended and Dwares in Wilmington, DE, as well as an Associate at… Read More

Ann R. Zapach

As Senior Tax Manager, Ann ensures compliance with all applicable local, state, and federal tax obligations for individuals and partnerships, specifically family limited partnerships. In addition, she develops internal policies relating to taxation and implements these policies into existing accounting practices. Ann has worked in public accounting since 1990. Working in the tax department most of her career focusing on high-net-worth individuals and… Read More