Home > Tricia Levin, CPA, Managing Director, Tax Relationship Manager
September 20, 2016

Tricia Levin, CPA, Managing Director, Tax Relationship Manager

Tricia serves as Managing Director – Tax Relationship Management at Geller Family Office Services. With over twenty years of tax advisory experience, she focuses on providing sophisticated tax planning strategies to high net worth individuals, families, and their related personal and philanthropic entities.

Tricia’s extensive industry knowledge and professional experience enables her to develop customized tax plans that proactively work toward achieving client wealth preservation goals. She has an active role in onboarding clients and coordinates with the firm’s multidisciplinary financial advisors to ensure clients are represented appropriately before various tax authorities. Tricia also serves as a member of the Operating Committee, which helps to shape the business strategy that guides the activities on behalf of clients.

Prior to joining Geller Family Office Services, Tricia built her career at Deloitte, starting as an Associate and advancing to Partner. She spent more than seventeen years in Deloitte’s Private Company Services practice in New York serving high net worth individuals, families, and some of the largest private equity firms, their general partners and principals.

Tricia received a BA in Accounting and Finance from Emory University and an MS in Taxation from Fordham University. She is a New York State licensed Certified Public Accountant and also a member of both the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

 

Contact Tricia at: tlevin@gellerco.com