PROFESSIONAL EXPERIENCE:
Stacie is the Senior Office Operations Coordinator and handles all inter-office communication for our Tax & Business Advisory, Internal & External Audit, and the Education Audit & Consulting teams. She has a history of exemplary performance in her previous administrative positions in various industries and continues to improve upon the firm’s operations. Stacie excels at ensuring a quality work product and delivering excellent client service and office support.
AREAS OF EXPERTISE:
- Processing, scanning, logging, and mailing all tax returns
- Processing and maintaining information for 1099s, and sales tax
- Preparing tax engagement letters
- High client contact
- Coordinating meetings, appointments, and conference calls
- Coordinate travel arrangements for various conference, events, and seminars
- Entering new clients in appropriate software and run special reports
- Various mailing, filing, and faxing of documents
- Process and finalize the financial statement report and prepare for distribution
- Mail, scan, follow up and track all Audit Confirmations
- Prepare and Track Audit Engagement Letters
- Review final collated 990 package
- Adhere to standard checklist for final check on financial statement reports
- Correct, format, and bind all copies of financials
- Scan & index all documents to ProSystems fx.