Employee Spotlight : Susan Kelley

Sue Kelley is already scheduling appointments for the 2013* filing season. If you haven’t scheduled your annual meeting with your BWFAtax advisor, or if you’re new to BWFA’s tax services, she’d love to hear from you to set upan appointment!

What did you do before coming to BWFA?

Before coming to BWFA, I spent 26 years in the US Army. I was a member of the US Army Field Band, which is the official touring representative for the Department of the Army and the unit works directly for the Secretary of the Army.

I play the clarinet, and playing in a professional organization the caliber of the Field Band (and getting paid!) is something that was an exceptional opportunity. I feel very fortunate to have had a career as a musician.

What habeen the most exciting and memorable event working at BWFA?

Undoubtedly the most exciting event since working at BWFA has been this past few months as the office space has been expanded and redecorated. We have a remarkable facility, and it’s truly a pleasure coming to work everyday to such beautiful surroundings and a great team of people.

What doea typical day look like for you?

No two days are the same. Originally, I was hired to work as an administrative assistant in the Tax Department. My role and responsibilities have expanded over the last few years, so I have a variety of tasks to keep me busy.

What do you do for fun outside of work?

Outside of working, my husband and I enjoy spending time with our family – we have eight grandchildren. I also enjoy gardening, bike riding and still playing clarinet.

When should a client call you?

Any time is a good time to phone. Clients phone me to schedule an appointment with their tax preparer.Additionally, when clients have questions regarding their return or other tax-related issues and they do not know who their preparer is or have forgotten who that individual is, I am a good person to start with.


* – Sue is now currently scheduling appointments for the 2014 tax season