Stacy Keyes Email & Phone Number

Monitor schedules of the accounting and assurance professionals to ensure workload balance and effective utilization of billable hours. Ensure schedules submitted by managers are reflective of due dates. facilitate scheduling conversations and meetings as needed, including asking questions to ensure clarity when making recommendations and follow-up on unresolved issues in a timely manner that may require rescheduling of projects and/or staff. Communicate with management regarding ongoing and future needs versus availability, potential staffing issues, and other information to allow the effective scheduling resolutions and improve overall scheduling process. Routinely analyze staff availability, staff partner boards, and productive reports (PowerBi) among others to identify trend and mitigate future issues, and reallocate scheduling needs when staff is promoted or inactive.

Compose, organize and maintain correspondence, reports and other complex documents including financial reports and engagement letters. Coordinate and schedule lunch and dinner meetings, manage schedules maintain calendars. Process and onboard new clients while monitoring status and maintaining communication with client take-on-team. Manage, move and track mailing of client and corporate tax returns. Collaborate with team members to share best practices. Provide basic administrative assistance, which may include data entry, copying, filing, client communication and recordkeeping and placing orders for firm of over 100 employees. Manage time effectively to meet and exceed deadlines to unsure availability for additional projects. Report on workflow status, client WIP/AR including billing preparation and statements, communication with job manager to provide details to the partner about the client. Assist tax processing department with e-filing, rejections, prepartion of Form 1099.

Provide client support and direction via the phone for all divisions and both office locations. Handle incoming and outgoing mail. Tally and record the daily checks received and give to the accounts receivable department. Shipping of all packages and maintaining of the FedEx and UPS address books. Creating a welcoming and inviting environment for a ll guets, providing tea and coffee upon entry.