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

Senior Tax Manager

As Senior Tax Manager, Jared works with closely held businesses and high net worth individuals with their tax, business planning and accounting needs.  He specializes in international taxation of individuals, and advises U.S. citizens and resident aliens with income or assets outside of the U.S.

Jared has a Bachelor of Science in Business Administration from USC and a J.D. and LL.M. (Master of Law – Taxation) from the University of San Diego School of Law.  He is also a California licensed attorney and CPA.  Jared has the background, knowledge and expertise to understand the intricate details of a company’s financial statements and advise them on important business decisions to reduce tax liabilities, while still ensuring their taxes are professionally filed.  Prior to joining LevitZacks, Jared worked at Ernst & Young, LLP.

Jared is instrumental in developing LevitZacks’ Mentor Program.  He also helps facilitate the Junior Virtual Business Development Academy, a program the firm offers to staff, seniors and managers.  The program focuses on career development such as building a personal brand, growing a referral source network, and understanding the services LevitZacks provides.

Jared and his wife have three daughters, and when they’re not helping them with homework, school projects, or running them back and forth to dance recitals and gymnastics, they spend as much of their free time as possible going on bike rides, hiking, camping, watching movies, going out for ice cream, dancing, or making each other laugh. Jared joined LevitZacks in 2011.

Professional Affiliations:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • San Diego County Bar Association, Tax Section
    • Prior Vice Chair of Tax Section
  • State Bar of California, Tax Section
    • Income and Other Taxes Standing Committee, Chair
    • Past Chair of Income and Other Taxes Committee
  • Jewish Family Service
    • Past Budget and Finance Committee, Member

Education:

Bachelor of Science in Business Administration
University of Southern California

Juris Doctor
University of San Diego School of Law

LL.M. in Taxation
*with Honors
University of San Diego School of Law

Professional Affiliations:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • San Diego County Bar Association, Tax Section
    • Prior Vice Chair of Tax Section
  • State Bar of California, Tax Section
    • Income and Other Taxes Standing Committee, Chair
    • Past Chair of Income and Other Taxes Committee
  • Jewish Family Service
    • Past Budget and Finance Committee, Member

Education:

Bachelor of Science in Business Administration
University of Southern California

Juris Doctor
University of San Diego School of Law

LL.M. in Taxation
*with Honors
University of San Diego School of Law