Meet Irina
Irina is a Sr. Tax Manager based in New York, New York. She joined Mercer Advisors in 2018 through the acquisition of Traust Sollus. Previously, Irina held accounting positions at Lehman Newman & Flynn PC and KPMG. Irina earned a B.S. degree in mathematics in Ukraine and a B.S. degree in accounting from St. Francis College, graduating summa cum laude, and she is a certified public accountant (CPA). She enjoys practicing tax planning and preparation on a team, working alongside wealth advisors and estate specialists to help complete clients’ financial pictures.
Her working style
Tax return preparation and planning is deeply personal, and Irina believes her practice style reflects that. She strives to build long-term relationships, and with Irina, clients can expect dedicated, proactive tax solutions handled with extreme care and absolute discretion.
Irina in real life
What keeps you busy outside of work?
Cooking and traveling.
Favorite thing about where you live?
Endless discovery. No matter how long you live, you will never see it all.
What makes you tick?
I like processing financial information and putting together all the pieces of the puzzle to find the right solution.
Meet Irina ’s Teammates
Susan Portnoi
Sr. Wealth Advisor
What Irina Says
Susan is always responsive and very dedicated to all her clients, which makes working with her a pleasure.
Steven Elliott
Director, Wealth Strategy — Tax Planning
What Irina Says
Steve is very dedicated, extremely knowledgeable, and always willing to help. He is a pleasure to work with.
Laura Carrasco
Manager, Tax Services
What Irina Says
Laura is dedicated to her team and is always willing to help.
Ready to learn more?
Explore More
