Gerson Preston
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Financial Services
Lead and manage complex tax engagements for individuals, partnerships, and corporations; oversee tax planning, compliance, research, and client relationships; review returns and financial statement tax adjustments; manage engagement budgets, timelines, staffing, billing, and firm administrative tasks; mentor and develop staff while driving practice growth and ensuring regulatory compliance and high-quality deliverables.
Financial Services
Lead tax engagements by reviewing individual, partnership, and corporate returns; prepare tax adjustments to financial statements; ensure compliance; manage client relationships, budgets, timelines, and firm administrative tasks; and contribute technical expertise and process improvements.
Financial Services
Manage tax engagements including review and preparation of individual, partnership, and corporate returns. Advise on tax strategy, compliance, client relationships, budgets, and firm administrative tasks to ensure timely, high-quality deliverables.
