Gerard LoSardo is a certified public accountant and founder of Gerard LoSardo & Associates, an accounting firm focused on individual tax matters shaped by modern work patterns.
His work focuses on expatriate taxation, aliens working in the United States, and multistate mobility issues. Over the years, he has developed a reputation for working in areas where tax reporting intersects with international careers and complex compensation structures.
Gerard grew up with his two siblings in a small town in New York’s Hudson Valley. 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 handles pressure and preparation.
He later attended Hartwick College and graduated in 2010 with a degree in accounting and finance and a minor in English. While in college, he served as vice president of his fraternity, Alpha Sigma Phi. While in college, he was also recognized in a local newspaper for intervening to save a neighbor’s dog during an attack, an incident that reflected his calm judgment under pressure.
Gerard began his career at PricewaterhouseCoopers in auditing before moving to tax at KPMG in 2013. He spent a decade in KPMG’s global tax practice and has served as a senior manager for the last three years. His work focused on global mobility programs, cross-border reporting and compensation structures related to international work.
In 2023 he founded his own company. Today, he continues to work in the specialized tax areas where career, travel and global employment intersect.
Inside Global Tax Work: A Conversation with Gerard LoSardo
Gerard LoSardo worked in global tax practices for more than a decade before founding his own accounting firm. In this conversation, he reflects on his career, the changing nature of work, and the complexities that arise when careers cross boundaries.
Q: You grew up in New York’s Hudson Valley. Has this environment affected your work ethic?
Gerard LoSardo:
Yes, I believe that. I grew up in a small town with my two siblings and sports were a big part of life. My senior year of high school, our team made it to the state championship game. When you play at this level, preparation is everything. You realize that the outcome often depends on how seriously you take the little things.
This idea carried over into my career. When it comes to tax work, details matter. The lack of a single piece of information can change everything.
Q: What motivated you to study accounting and finance?
LoSardo:
I always liked structure and problem solving. Accounting felt like a given. At Hartwick College, I studied accounting and finance and also minored in English. The English minor helped more than I expected.
This job often requires you to explain complex systems in clear language. The ability to communicate is just as important as understanding the numbers.
Q: What do you remember most from your early career at PwC?
LoSardo:
I learned discipline at PwC. I worked in auditing from 2011 to 2012. Auditing forces you to understand how organizations work. They review systems, processes and financial controls.
It teaches you to take a step back and see the structure behind the numbers.
Q: You were at KPMG for ten years. How has that shaped your career?
LoSardo:
At KPMG I fully immersed myself in the tax industry. I entered the tax practice in 2013 and ended up working on global mobility programs. My focus was on people whose careers moved across borders or states.
Many of them had complicated compensation structures. Stock awards, deferred bonuses or multi-country stakes. Over time, these things create layers of reporting.
I spent my last three years there as a senior manager. At this point, you’re not only solving problems, but also leading teams and helping people think through complicated situations.
Q: What makes the work of the global mobility tax so complex?
LoSardo:
People’s lives rarely fit neatly into a system. Someone may live in one state, work in another, and receive compensation tied to multiple years or locations.
Now add international missions. Suddenly there are questions about payroll, reporting and timing.
Complexity usually builds slowly. It starts with a move or change in compensation.
Q: In 2023 you started your own company. What was the motivation for this step?
LoSardo:
After more than a decade in large companies, I wanted to focus on the areas I understood best. I have worked with individuals and employers dealing with mobility issues for years.
Starting my own company allowed me to focus on these specific challenges.
Q: What have you learned about leadership throughout your career?
LoSardo:
Leadership in this area often means remaining calm. Tax problems can be stressful for people. They usually contain deadlines and complex information.
If you stay methodical and patient, you can handle almost anything.
Q: What helps you reset outside of work?
LoSardo:
I like hiking and watching sports. I also enjoy cooking and mixing cocktails. These activities slow things down a bit.
Clear thinking is important in this job. Taking time away from your desk helps maintain this perspective.
