Employee Spotlight: Employee Benefit Plan Audit Practice

Posted on June 26, 2023June 26, 2023

People are our greatest asset. That’s why we are delighted to spotlight two exceptional AAFCPAs team members for their contributions over the years and advancement within our audit practice. Their integrity, client service, and dedication have helped to set AAFCPAs apart, foster our winning culture, and delight our clientele.

Let’s take a look at their stories.

SANDY TARASIAK, MSA, MANAGER

Sandy is a member of AAFCPAs’ Employee Benefit Plan Audit & Consulting Practice. She brings extensive expertise in the Department of Labor’s rules and regulations for reporting and disclosure under ERISA. She has earned the Advanced Defined Contribution Plans Audit badge from AICPA in recognition of her commitment to quality. Sandy is a firm-wide trainer and instructor, guiding team members as they conduct ERISA audits, and a performance manager, coaching and mentoring new accountants. Fun fact: Sandy has been to almost all the major league baseball parks with her family. They have seven left and a trip planned for August to see the Texas Rangers.

Learn more and connect with Sandy Tarasiak, MSA. >>

PATRICK C. COAKLEY, MBA, MANAGER

Pat is also a member of AAFCPAs’ Employee Benefit Plan Audit & Consulting practice. In this role, he supervises audits and advises plan sponsors on ERISA compliance requirements, including those associated with the administration of 401(k), 403(b), defined benefit, and health and welfare plans. Pat is also a member and coach of AAFCPAs’ internal Professional Advancement & Development (PAD) program, the firm’s one-year incubator program providing new professionals with tools to enhance their own career management skills. Fun fact: In his free time, Pat likes to spend time with family, friends, and his dog Bentley.

Learn more and connect with Patrick C. Coakley, MBA. >>

We are consistently inspired and uplifted to have this level of talent on our team! Please join us in congratulating Sandy and Pat and wishing both continued success at AAFCPAs.

COME JOIN OUR TEAM!

AAFCPAs takes great pride in our exceptional team, and we are honored to celebrate the talent, dedication, and potential of these individuals. They have both great minds and great hearts.

We promote a culture of gratitude and value the unique strengths and contributions of each team member. Learn more. >>

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