Jared P. Werner
President @LevitZacks
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WORK HISTORY
President @LevitZacks
As a senior leader within LevitZacks, I oversee the firm’s tax strategy and advisory operations, helping clients navigate complex tax environments while positioning their businesses for sustainable growth. My responsibilities include guiding the firm’s overall direction, mentoring future leaders, and developing innovative strategies that integrate tax planning with broader business objectives.Developed firmwide tax strategy frameworks for mid-sized clients across industriesLed initiatives that improved client tax efficiency and strategic decision-makingFostered a culture of proactive advisory within the firm’s client engagements
EDUCATION
University of San Diego School of Law
Master of Laws (LL.M.), Taxation
University of San Diego School of Law
Doctor of Law (J.D.), Taxation
University of Southern California
Bachelor of Science (B.S.), Business Administration
SKILLS
ABOUT JARED P. WERNER
As President of LevitZacks, I partner with business owners and executive teams to bring clarity and control to their financial picture. With a J.D. and LL.M. in Taxation from the University of San Diego, my focus is on designing proactive tax and advisory strategies that help companies operate efficiently, minimize risk, and plan confidently for the future.At LevitZacks, our role goes beyond compliance — we serve as strategic partners to the businesses we advise. Whether guiding a growth-stage company through a complex tax structure or helping a seasoned CEO make a high-impact financial decision, I believe in providing advice that’s not only accurate but actionable.For me, great client relationships are built on trust, insight, and a shared understanding of long-term goals. That’s the foundation of how we work at LevitZacks.
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