CPA, Head of Tax Services Director of Client Services, Geller Family Office Services LLC
Tricia Levin serves as head of tax services and as a director of client service at Geller Family Office Services. With more than 20 years of tax advisory experience, Ms. Levin possesses extensive industry knowledge, which enables her to develop customized tax plans that proactively help achieve 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. Ms. Levin 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 a member of both the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.