Certified Public Accounting firm LevitZacks is pleased to announce Jared P. Werner, CPA, J.D. LL.M. as shareholder, effective Jan. 1. Werner works with closely held businesses and high net worth individuals with their tax, business planning and accounting needs.
In addition to being a Shareholder, Werner is instrumental in developing LevitZacks’ Mentor Program and committed to the positive culture and success of the firm. He 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.
“As a member of the LevitZacks team since 2011, 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. We’re pleased Jared is now a Shareholder with the firm,” says LevitZacks CEO and President Victor G. Ramsauer.
Werner 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. Werner is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, San Diego County Bar Association (Tax Section), and the State Bar of California (Chair of Income and Other Taxes Standing Committee).
Jared and his wife have three daughters and 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.