Stacey Hicks

Questioner
DISC Type : c

Tax Managing Director at Deloitte

Houston, Texas, United States

Overview

Stacey Hicks is a Tax Managing Director at Deloitte, specializing in credits and incentives. A CPA with both a Bachelors and Masters degree from Michigan State University, she focuses on R&D tax credits, IRA tax incentives, Section 174 capitalization, and sustainability.


Her team is currently focused on leveraging technology in the tax field, actively seeking to hire professionals with software development backgrounds to enhance client services.

Personality Overview

Not Easily Convinced

Value Seeker

Systematic

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

R&D Tax Credits
A core focus of her practice at Deloitte, helping clients secure significant tax benefits for research and development activities conducted in the U. S. and abroad.
Sustainability Incentives
Advises clients on securing grants, credits, and incentives related to sustainability and energy efficiency, a key part of her professional focus.
Tech in Tax
Actively hiring software developers to her team, indicating a strong interest in integrating technology to help clients obtain tax incentives.

Media Appearances

Deloitte professionals featured in the ITR 2026 World Tax guide, 483 recognized as Highly Regarded – Press Release. Featured in Deloitte Press Room

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Deloitte comments on Spring Statement. Featured in TaxScape (Deloitte)

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Work History

9-2021
Tax Managing Director at Deloitte
9-2012 - 9-2021
Tax Senior Manager at Deloitte
9-2009 - 9-2012
Tax Manager at Deloitte

Education

2005 - 2005
Master of Science (M.S.) from Michigan State University
2000 - 2005
Bachelor's degree from Michigan State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Houston, Texas, United States Job Level : Mid-senior Designation : Tax Managing Director at Deloitte
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Insights For Selling To Stacey

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stacey is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Stacey

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Stacey move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Stacey take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Stacey

Personality Compatibility


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