PROFESSIONAL EXPERIENCE:
Stacie has been with the firm since 2018 and is the Senior Office Operations Coordinator. She previously served at the Lead Tax Administrator. She currently handles all inter-office communication for our Tax & Business Advisory, Internal & External Audit, and the Education Audit, & Consulting teams. With 10+ years of exemplary performance in her previous administrative positions in various industries she continues to improve upon the firm’s operations and contributes her bubbly personality to Cerini’s firm culture. Stacie excels at ensuring a quality work product and delivering excellent client service and office support.
AREAS OF EXPERTISE:
- • Processing, scanning, logging, mailing, and filing all tax returns
• Processing and maintaining information for 1099s, sales tax, & payroll tax
• Prepare and track all Tax & Audit 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
• Prepare, mail, scan, follow up, and track all Audit Confirmations
• Review final collated 990 packages
• Adhere to standard checklist for finalizing financial statement reports
• Correct, format, and bind all copies of financials
• Scan & index all documents to ProSystems fx.
• Prepare and track internal CPE for the firm
• Onboarding and welcoming new hires
• IT liaison
