Jared P. Werner, CPA, JD, LL.M.

As President, Partner, and Director of Tax at LevitZacks, Jared works with closely held businesses and high-net-worth individuals on complex tax planning and accounting matters. With a dual background in law and accounting, Jared brings a strategic, solutions-focused approach to minimizing tax liabilities while meeting complex compliance requirements. He leverages his knowledge of financial reporting and tax law to help clients make informed decisions as their businesses grow and evolve.

As President, Jared leads the firm’s strategic initiatives, helping to set the vision and direction, and is dedicated to ensuring operational excellence across all service lines.

Jared is deeply committed to delivering boutique, white-glove service, building long-term relationships through proactive advice, responsiveness, and attention to detail.

He holds a Bachelor of Science in Business Administration from the University of Southern California and both a J.D. and an LL.M. in Taxation from the University of San Diego School of Law. He is a licensed CPA and attorney in the state of California.

Jared takes pride in promoting a culture of growth, collaboration, and professional development throughout LevitZacks.

Outside of work, Jared enjoys spending time with his wife and their three daughters. As a family, they enjoy traveling and staying active outdoors.