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]