Sarah Allen-Anthony, CPA, is a great example of a success story for work/life balance. As a senior manager and a leader in the firm’s Global Private Client Services at Crowe LLP in South Bend, Indiana, she provides tax and consulting services to high net worth families and their businesses. Sarah is a mom of three children — all with busy schedules. She’s the vice-chair of the AICPA’s Partnership Technical Resource Panel (TRP) and serves on two not-for-profit boards. If that doesn’t sound like enough to keep her busy, Sarah has several hobbies, including an interest in art and photography. On Saturday mornings and many days right after work, you can find her doing a tough workout at the gym.
As you can imagine, colleagues often ask her for advice on balancing their professional and personal lives. Sarah notes there’s no single answer that works for everyone, and achieving the right balance is often a moving target. Juggling priorities looks different for every person, so she recommends forging your own path.
Sarah’s dad was a big influence on her career path. As a businessman, she noticed how people in the community looked up to him and the many ways that he helped the people that he encountered. He provided her a strong role model on the importance of developing relationships. Sarah has taken his advice and example to heart and is proud of the role model that she is to others today.
During her career at Crowe, Sarah has developed the skill to digest complex information about tax transactions and be able to boil it down into simple, understandable language. She understands that clients value someone to assist with prioritizing and filtering out the unnecessary noise. By doing just that, she continues the relationship building process with her clients.
As part of Sarah’s work on the Partnership TRP, she has learned much more about the advocacy work done by the AICPA and its volunteers. She enjoys working side by side with other professionals who share ideas on ways to improve current and future tax legislation and guidance. The ability to develop relationships with the IRS and Treasury in order to benefit the profession as well as the greater public good is a fulfilling part of her work with the AICPA. As part of her work on the TRP, she testified before the IRS on the partnership audit regime proposed regulations in September 2017.
If you love to go to art museums or shoot some hoops — Sarah earned the record for making the most three pointers for the season while on her high school basketball team. Or, if you want to talk about how the new tax laws are driving you crazy, then you will love sitting down for a chat with Sarah. Our profession is lucky to have her.