Geller & Company has hired Tricia Levin as its new partner in charge of tax services, responsible for shaping tax strategy for the firm and its clients, and also for helping guide the overall strategic direction of the firm’s Family Office Services business.

Geller & Company has hired Tricia Levin as its new partner in charge of tax services, responsible for shaping tax strategy for the firm and its clients, and also for helping guide the overall strategic direction of the firm’s Family Office Services business.

Levin joins the executive team at Geller from Deloitte’s private company services practice. She worked there for over 17 years, liaising with high net worth individuals and private equity firms on tax matters.

“Levin's wide-ranging experience with partnerships, LLCs, and S-corporations enabled her to deliver value in many ways, including LP/LLC agreement review, entity and transaction structuring, income tax planning, and negotiating with IRS and state taxing authorities for some of Deloitte's most complex private equity tax engagements, as well as the funds' general partners and other ultra high net worth individuals,” said Geller.

Martin Geller, founder and chief executive of the eponymous firm, also cited Levin’s interpersonal and leadership skills as reasons the firm wanted to hire her, and said the move marked an “important step” in the evolution of Geller & Company’s services.

The firm’s tax services team is made up of over 40 tax professionals; the Family Office Services division counts 50 professionals and forecasts that it will have over $5 billion in assets under advisement and $1.5 billion under management at the end of this year.