Genuinely helpful by nature, Jared takes an educational approach to working with clients and staff. He truly wants to help those around him understand difficult concepts that are important to them and their situation. Jared’s advisory approach, and knowing that everyone is on the same page, helps him work with clients to develop thorough and appropriate solutions.
Using over 15 years of experience, Jared manages and supervises tax return preparation and compliance services for investment vehicles, such as hedge funds, commodity pools, fund-of-funds, private equity, venture capital and cryptocurrency funds. In addition to tax research and consulting, Jared has a strong focus on tax planning to help clients navigate the complex tax landscape and proactively provide solutions to help them become more tax efficient. He also helps foster collaboration among the firm’s Tax, Assurance and Advisory Practices to encourage a holistic approach to serving alternative investment clients.
- Member of the firm’s senior leadership team, co-leading the go-to-market efforts for alternative investments
- Actively involved in recruiting, new client onboarding, business development and mentoring for the firm's Tax Practice, as well as training related to alternative investment fund tax
- American Institute of CPAs
Jared lives in Odenton, Maryland, with his teenage child. When he’s not working, Jared enjoys being active and counts exercising, golfing, snorkeling and traveling among his favorite activities. He also loves crossing items off his bucket list and has been skydiving in Arizona, whitewater rafting on the Youghiogheny and hot air ballooning across Maryland’s Eastern Shore.