Episode 13

full
Published on:

25th Jan 2021

Connecting to your clients with Stacey Roberts

In this episode of the SALTovation podcast, we speak with Stacey Roberts, State and Local Tax Director, and our very own Judy Vorndran.

Stacey talks about what she’s learned working in Chicago, the Pacific Northwest and Denver. She also shares how she connects with her clients to create a good working relationship.


 


Questions asked and answered in this Episode:


  • What did Stacey learn working for markets in Chicago, the Pacific Northwest and Denver?


  • How has Stacey grounded and connected to her clients?


  • Who has been the most influential person in her career?

 


What You Will Discover:


  • [00:38] What Stacey learned working in the Chicago market


  • [08:01] What she learned working in the Pacific Northwest


  • [21:40] How she transitioned working with the Denver team


  • [26:50] What drives her to be a great practitioner


  • [28:37] How she created a good working relationship with a client


  • [34:49] Who is the most influential person in her career


  • [39:52] One thing we don’t know about Stacey


  • [42:09] Random facts about Stacey

 


Quotables:


  • “I would say, like I said earlier, that for me, moving into the smaller markets forced me to become more of a generalist and learn sales tax which has been invaluable to me over time.” - Stacey Roberts [07:48]


  • “One of the things that I try to do is have empathy for our clients, right? No matter who they are, and just like you said, I do try to listen.” - Stacey Roberts [27:39]


  • “I just think that just from human nature, people want to be heard and they should be heard.” - Stacey Roberts [33:33]


  • “I hire people that I want to invest in.” - Judy Vorndran [36:16]


  • “Well Judy, that’s what you’ve always said that people matter. Like whether it’s our clients, our staff and life outside of work and tax and whatnot. That people matter and it’s true.” - Meredith Smith [36:37]

 


Relevant Links:


Website: https://www.saltovation.com/


LinkedIn: https://www.linkedin.com/in/stacey-roberts-90072b5


Subscribe on your favorite podcast app:

https://saltovation.captivate.fm/listen

https://linktr.ee/taxops 


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https://www.linkedin.com/company/taxops-llc

https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw 


Talk To A Tax Advocate Today

TaxOps Website: https://taxops.com/contact/


Production Support

This episode was produced with support from Truth Work Media. www.truthworkmedia.com

Mentioned in this episode:

SALT Contact

Advanced Sales and Use Tax Workshop

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About the Podcast

SALTovation: Making Sense of State and Local Tax
Welcome to SALTovation. The SALTovation show is a podcast series featuring the leading voices in state and local tax (SALT). Here we talk about issues, strategies, and planning tools to help you make sense of SALT. Because, in SALT, there is no “one and done.” SALT is a puzzle of ever-changing pieces. Solving that puzzle is our business at SALTovation. Tens of thousands of listeners know they won't get tax talk as usual with the SALTovation team. Our team is known for straight-talk with a flair for fun, providing clarity and opinions that move businesses forward with confidence.

Attorney, CPA, speaker, and writer Judy Vorndran leads the SALTovation team as they go inside business to help deal with the daily operations and long-term strategies of making SALT less “taxing.” Judy has spent more than 25 years advocating for businesses with innovative strategies, renowned knowledge and experience. She has helped guide thousands of taxpayers across the nation and globally through the morass of SALT, freeing them to concentrate on growth. Joining Judy are the wickedly smart members of the SALTovation team, who have seen, worked with and tamed some of the most prickly issues in SALT. They enjoy sharing their stories and knowledge with listeners.

Solving the SALT puzzle doesn’t happen in a vacuum; it takes a community. So, we invite leaders in business and state and local tax to share their stories, challenges and successes on this show. Drop us a line at SALTovation.com if you'd like to join the conversation and tune into our regular series at TaxOps.com.