Heather Beal
Melbourne
Summary
Dynamic and results-driven Enrolled Agent with 26 years of extensive experience in individual, corporate, and estate tax, complemented by expertise in management and bookkeeping. A proven business leader prepared to tackle the challenges of a Senior Manager role at Intuit, combining a profound understanding of business operations with a steadfast commitment to team success. Recognized for adaptability in fast-paced environments and a collaborative approach to problem-solving, leveraging strong analytical and decision-making skills to achieve significant outcomes. Passionate about driving growth and fostering a culture of excellence within the team.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Senior Manager 2, TurboTax Experts
Intuit
2023.08 - Current
- Led cross-functional teams to enhance product development processes and streamline workflows.
- Developed strategic initiatives that improved customer engagement and retention metrics.
- Implemented advanced analytics tools to drive data-driven decision-making across departments.
- Mentored managers, fostering professional growth and enhancing team performance.
- Oversaw team operations comprising over fifteen part-time and full-time members, facilitating collaboration among 400 reporting experts.
- Implemented innovative initiatives and product strategies to strengthen local office capabilities.
Manager 1, Customer Success
Intuit, Inc.
2019.08 - 2023.08
- Led teams of experts in Assisted Tax, Line by Line review, and Full Service Offerings. TY19, TY20, and TY21 team performances stacked in the top 30 percent of all teams.
- M1 Driver of Performance Management team; developing partnerships with all Service delivery captains to pinpoint room for improvement and developing strategy plans to assist all stakeholders.
- M1 Driver of Full Service Sync Pilot, testing the synchronous model of tax preparation with a group of Tax Prep Assistants and Full Service Experts. The result is the experience being the baseline.
- Mentor Committee member: creating content for revamped manager mentor program, which is now the baseline experience for new Seasonal managers.
- M1 Co Driver of Manager Immersion pilot in TY22, providing 82 new seasonal managers an in depth training experience. Resulted in an 85 percent PRS.
- M1 Driver of Job Aid, Vidyard, & Focused Training team; creating and reviewing expert, lead, and manager content to assist all stakeholders.
- Former M1 Driver of Manager Open Table meetings, sharing best manager practices.
- Tech & procedure/process point of contact on DIWM Now Pilot, implementing existing tools for agents and implementing creative ways to work in the program.
- Tech & procedure/process point of contact QuickBooks Business tax preparation pilot, testing tax programs.
- Interview team; reviewing and assessing candidates for both seasonal and permanent roles.
Seasonal Interviewer
Intuit Inc.
2016.07 - 2019.02
- Interviewed potential candidates for both the Tax support and Tax advice positions.
- Tracked candidates through QuickBase program.
- Communicated results to the Talent Department as well as feedback.
- Filled in on content review team during less active interview times in updating the FAQ on the TurboTax website, as well as the Learn More section of the Desktop Software and TurboTax Online.
- Proctored Proconnect Continuing Professional Education Sessions.
- Worked in Accuracy Guarantee one month during this time when interview slots were light, responding to customer Accuracy Guarantee claims through research of tax law and navigation through software.
Seasonal Team Lead
Intuit, Inc.
2017.11 - 2018.05
- Seasonal Team lead for two seasons.
- Assisted approximately 50-75 agents on phone calls.
- TY18 Line by Line Review Team – assisting with preparation of tax.
- TY18 lead participant in Full Service pilot
- Co-lead Box organization project with crafting surveys, implementing new procedures and communications to team members.
- Part of CCP Tiger team, assisting with creation of training documents
- Created library of training Vidyards for fellow leads and agents.
- Led training sessions for new pros.
- Pioneered several how-to documents to assist leads and agents throughout the season.
Accounting Manager
Dan Henn CPA, PA
2012.12 - 2017.07
- Assisted with marketing and events to grow client base of 30 to over 500 in four years.
- Monthly and quarterly financial statement and footnote preparation and financial forecasting.
- Ran office and supervised staff of two.
- Preparation and review of annual individual, corporate, and quarterly and annual payroll tax returns.
- Consultant to businesses on QuickBooks accounting systems.
- IRS tax resolution services
Tax Advice Agent
Intuit Inc.
2016.01 - 2016.04
- Part time closing shift agent.
- Customer feedback among top ten percent of all agents.
- Assisted with tax questions and research for live customers and communicated issues with management team.
Senior Tax Accountant
Boschini, Miller & Associates
2003.08 - 2011.09
- Monthly and quarterly financial statement and footnote preparation and financial forecasting.
- Preparation and review of annual individual, corporate, trust, and estate returns.
- Preparation of quarterly and annual payroll tax returns.
- Supervision of 5 bookkeepers on daily accounting and payroll for approximately 45 retail grocery stores.
- Consultant to businesses on QuickBooks accounting systems.
- Implementation of training to grocery store managers on cash control and policy for store employees.
Tax Accountant
Bilodeau, Wells, & Company
2000.05 - 2003.07
- Monthly and quarterly financial statement and footnote preparation and financial forecasting.
- Preparation and review of annual individual, corporate, estate, and non-profit returns.
- Preparation of sales tax returns for all 50 states.
- Staff and Senior accountant on numerous compilations, reviews, and pension audits
- Promoted from staff accountant to senior tax accountant within second year in the company
Education
Bachelor of Science - Accounting
Champlain College
Burlington, VT2000-05
Skills
- Strategic planning
- Cross-functional collaboration
- Operations management
- Cross-functional team coordination
- Tax experience, individual, corporate, payroll and estate
- Mentorship
- Salesforce
- AI tools, including Claude, NextGen AI, and Chat GPT
Certification
- Enrolled Agent, current
- Active PTIN
- QuickBooks Basic
Timeline
Senior Manager 2, TurboTax Experts
Intuit
2023.08 - Current
Manager 1, Customer Success
Intuit, Inc.
2019.08 - 2023.08
Seasonal Team Lead
Intuit, Inc.
2017.11 - 2018.05
Seasonal Interviewer
Intuit Inc.
2016.07 - 2019.02
Tax Advice Agent
Intuit Inc.
2016.01 - 2016.04
Accounting Manager
Dan Henn CPA, PA
2012.12 - 2017.07
Senior Tax Accountant
Boschini, Miller & Associates
2003.08 - 2011.09
Tax Accountant
Bilodeau, Wells, & Company
2000.05 - 2003.07
Bachelor of Science - Accounting
Champlain College