Gerson P.

Gerson P. Email and Phone Number

Client Relations and Tax Support Specialist @ Boston, MA, US
Boston, MA, US
Gerson P.'s Location
Boston, Massachusetts, United States, United States
About Gerson P.

Gerson is an entrepreneurial professional with a passion for solving challenges in the financial industry. His journey began through Year Up, a national program that connects young adults to career opportunities, where he gained hands-on experience at top financial institutions like State Street Bank and Citizens Bank. As a risk management intern at State Street, he honed his analytical skills by navigating complex transactions and assessing financial risks. At Citizens Bank, he excelled as a lead teller, managing customer relations and overseeing daily financial operations with precision.To further enhance his expertise, Gerson earned his accounting degree, graduating cum laude from Northeastern University. His combination of real-world experience and academic achievement has given him a well-rounded understanding of financial processes, customer service, and operational efficiency.Now, Gerson is ready to take his skills to the next level, applying his knowledge and entrepreneurial mindset to help businesses and clients achieve their financial goals. He is eager to contribute to a team that values innovation, excellence, and the power of strong financial strategies.

Gerson P.'s Current Company Details
Speedy Tax Solutions

Speedy Tax Solutions

Client Relations and Tax Support Specialist
Boston, MA, US
Gerson P. Work Experience Details
  • Speedy Tax Solutions
    Client Relations And Tax Support Specialist
    Speedy Tax Solutions
    Boston, Ma, Us
  • Speedy Tax Solutions
    Junior Bookkeeper
    Speedy Tax Solutions Jan 2024 - Present
    Boston, Massachusetts, United States
    - Prepare daily invoices, record check and credit card payments, and allocate cash receipts to invoices and jobs, ensuring consistent accuracy in account management- Conduct regular audits of financial records to identify discrepancies and ensure compliance with company policies, improving financial accuracy- Compile monthly, quarterly, and annual P&L statements for management review, assisting in strategic financial planning for management
  • Speedy Tax Solutions And Multiservices
    Tax Assistant
    Speedy Tax Solutions And Multiservices Jan 2022 - Dec 2023
    Woburn, Ma
    - Prepared and filed IRS Forms 1040 and 1120S for federal and state tax returns using specialized tax software, ensuring accurate and compliant tax filings-Guided clients through the tax preparation process, verifying prior-year tax returns and identification, and ensuring adherence to IRS data entry guidelines- Scheduled and managed tax consultations, maintaining detailed client records and facilitating efficient tax return preparation and e-filing
  • Citizens Bank
    Head Teller
    Citizens Bank Sep 2019 - Feb 2021
    Greater Boston Area
    - Maintained a cash drawer; balances and audits the cash drawer according to policy and schedule- Supervised other bank tellers and their cash drawers as daily policies enforced - Forecasted for branch and ATM coin and currency weekly using the Fiserv system & meet strict deadlines- Relayed information to bank officials; may create reports at the end of each shift for reference
  • State Street
    Risk Monitor & Sanction Screening Intern
    State Street Jan 2018 - Jul 2018
    North Quincy, Massachusetts
    - Escalated and released potential transactions that matched entities by using Money Transfer System- Analyzed transactions and reported stop phrases containing potential hit or matched entities established by the Office of Foreign Control- Assisted risk monitoring team with beta testing daily activity reports with checklist of DDA bookkeeping before noon deadline for audit purposes

Gerson P. Education Details

Frequently Asked Questions about Gerson P.

What company does Gerson P. work for?

Gerson P. works for Speedy Tax Solutions

What is Gerson P.'s role at the current company?

Gerson P.'s current role is Client Relations and Tax Support Specialist.

What schools did Gerson P. attend?

Gerson P. attended Northeastern University, Year Up, Lynn Vocational Technical Institute.

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