Gerad D. Levey

Gerad specializes in sales and use tax, with a particular focus on technology-backed solutions for complex sales tax matters. As a Principal at Tronconi Segarra & Associates, he leads large-scale projects and technology initiatives for significant state and local tax (SALT) clients while supporting the firm’s SALT practice. His work includes multistate sales tax compliance, audit support, sales tax controversy, refund claims, registrations, due diligence and voluntary disclosure agreements (VDAs), as well as Vertex and Avalara tax engine implementations. He serves clients across the manufacturing, construction, software and retail industries. 

Gerad began his career with the New York State Department of Taxation and Finance in 2001, conducting sales and use tax audits across industries. His experience also includes managing sales and use tax compliance for the U.S. and Canada at Global Crossing and overseeing sales tax, unclaimed property and property tax matters at Wegmans. Gerad previously worked at Tronconi Segarra & Associates from 2012 to 2015 before returning in 2023. Throughout his career, he has helped manufacturing clients recover more than $20 million in use tax overpayments. 

Originally from West Sparta, New York, Gerad now lives in Rochester. He has volunteered as a firefighter for more than three decades and serves as President and a volunteer firefighter for the Chili Fire Department. Outside of work, he enjoys triathlons, hiking, kayaking and snowmobiling and has completed seven 70.3 Ironman events. 

Professional Experience 

• Tronconi Segarra & Associates 
  Principal, 2023 to present 

• Wegmans 
  Sales and Property Tax Manager, 2015 to 2023 

• Tronconi Segarra & Associates 
  SALT Manager, 2012 to 2015 

• Global Crossing 
  Senior Tax Analyst, 2008 to 2012 

• New York State Department of Taxation and Finance 
  Sales Tax Field Audit Specialist, 2001 to 2008 

Areas of Expertise 

• Sales and use tax registration and compliance 
• Multistate sales tax audits and controversy 
• Sales tax technology and tax engine implementation 
• Sales tax due diligence and voluntary disclosure agreements 
• Sales tax refund claims 
• Sales tax utility studies 
• Sales tax taxability research 

Education 

• SUNY Geneseo 
  – Bachelor’s Degree in Accounting, 2001 

• Alfred State 
  – Associate’s Degree in Accounting, 2000 

Licenses & Professional Affiliations 

• Chili Fire Department, President and Volunteer Firefighter 
• Buffalo Niagara Manufacturing Association 
• Rochester Technology and Manufacturing Association