Gerard LoSardo is a certified public accountant and the founder of Gerard LoSardo & Associates, a CPA firm focused on individual tax matters shaped by modern work patterns.
His work centres on expatriate taxation, foreign nationals working in the United States, and multi-state mobility issues. Over the years, he has built a reputation for working in areas where tax reporting intersects with international careers and complex compensation structures.
Gerard grew up in a small town in New York’s Hudson Valley with his two siblings. Team sports were an important part of his early life. In his senior year of high school, his team competed in the state championship. The experience left a lasting impression on how he approaches pressure and preparation.
He later attended Hartwick College, graduating in 2010 with a degree in Accounting and Finance and a minor in English. During university he served as vice president of his fraternity, Alpha Sigma Phi. While in college he was also recognised in a local newspaper for stepping in to save a neighbour’s dog during an attack, an incident that reflected his calm judgement under pressure.
Gerard began his professional career at PricewaterhouseCoopers in audit before moving into tax at KPMG in 2013. He spent a decade in KPMG’s global tax practice and served as a Senior Manager during his final three years. His work focused on global mobility programmes, cross-border reporting, and compensation structures tied to international work.
In 2023, he launched his own firm. Today he continues working in the specialised tax areas where careers, travel, and global employment intersect.
Inside Global Tax Work: A Conversation with Gerard LoSardo
Gerard LoSardo spent more than a decade inside global tax practices before launching his own CPA firm. In this conversation, he reflects on his career, the changing nature of work, and the complexity created when careers cross borders.
Q: You grew up in New York’s Hudson Valley. Did that environment influence your work ethic?
Gerard LoSardo:
Yes, I think it did. I grew up in a small town with my two siblings, and sports were a big part of life. In my senior year of high school our team made it to the state championship game. When you play at that level, preparation matters. You realise that the outcome often depends on how seriously you take the small things.
That idea carried into my career. In tax work, details matter. Missing one piece of information can change everything.
Q: What led you to study accounting and finance?
LoSardo:
I always liked structure and problem-solving. Accounting felt like a natural fit. At Hartwick College I studied Accounting and Finance and also minored in English. The English minor helped more than I expected.
In this profession, you often need to explain complex systems in clear language. Being able to communicate matters just as much as understanding the numbers.
Q: What do you remember most about your early career at PwC?
LoSardo:
PwC was where I learned discipline. I worked in audit from 2011 to 2012. Audit forces you to understand how organisations operate. You review systems, processes, and financial controls.
It teaches you to step back and see the structure behind the numbers.
Q: You spent ten years at KPMG. How did that shape your career?
LoSardo:
KPMG is where I moved fully into tax. I joined the tax practice in 2013 and eventually worked on global mobility programmes. My focus was on individuals whose careers moved across borders or across states.
Many of them had complicated compensation structures. Stock awards, deferred bonuses, or assignments in multiple countries. Over time those things create layers of reporting.
I spent my final three years there as a Senior Manager. At that point you are not only solving problems but also guiding teams and helping people think through complicated situations.
Q: What makes global mobility tax work so complex?
LoSardo:
People’s lives rarely fit neatly into one system. Someone might live in one state, work in another, and receive compensation tied to multiple years or locations.
Now add international assignments to that. Suddenly there are payroll questions, reporting questions, and timing questions.
The complexity usually builds slowly. It starts with one move or one change in compensation.
Q: In 2023 you started your own firm. What motivated that step?
LoSardo:
After more than a decade in large firms, I wanted to focus on the areas I understood best. I had spent years working with individuals and employers dealing with mobility issues.
Starting my own firm allowed me to concentrate on those specific challenges.
Q: What have you learned about leadership during your career?
LoSardo:
Leadership in this field often means staying calm. Tax problems can feel stressful for people. They usually involve deadlines and complex information.
If you stay methodical and patient, you can work through almost anything.
Q: Outside work, what helps you reset?
LoSardo:
I enjoy hiking and watching sports. I also like cooking and crafting cocktails. Those activities slow things down a bit.
In this profession, clear thinking is important. Taking time away from the desk helps keep that perspective.
Read more:
Gerard LoSardo on Leadership and Life Inside Global Tax
