Summary
Overview
Work History
Education
Skills
Timeline
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Heather Sheene, EA

Heather Sheene, EA

Seabrook

Summary

Tax professional with extensive expertise in tax regulations and compliance. Proven track record of optimizing tax strategies and ensuring accurate filings. Strong team collaborator, adaptable to changing needs, dependable, and focused on delivering results. Demonstrated analytical skills and proficiency in tax software to enhance workflow efficiency.

Overview

22
22
years of professional experience

Work History

Tax Associate

Wheeler Fairman & Kelley PLLC
06.2024 - Current
  • Federal and state tax returns for corporations and partnerships including tax planning/projections.
  • Federal tax return preparation and tax planning for individuals.
  • Review payroll and 1099 reporting for filing.
  • General client services: bookkeeping, payroll and sales tax support, bank reconciliations, fixed asset/depreciation maintenance, equity/retained earnings reconciliation, client consulting and advisement.

Senior Accounting and Tax Associate

Stefanie Martinez CPA PLLC
12.2021 - 06.2024
  • Federal and state tax returns for corporations and partnerships including tax planning/projections.
  • Federal tax return preparation and tax planning for individuals.
  • Oversight and management of 1st year staff.
  • Participate in creating and refining processes and procedures for project preparation and management as well as employee training manuals.
  • Provide employee training and software support along with reviewing returns as needed.
  • General client services: bookkeeping, payroll and sales tax support, bank reconciliations, fixed asset/depreciation maintenance, equity/retained earnings reconciliation, client consulting and advisement.

Tax Specialist/Senior

Ham, Langston & Brezina, LLP
08.2015 - 07.2021
  • Federal and state tax returns for corporations and partnerships including tax planning/projections.
  • Federal tax return preparation and tax planning for individuals.
  • Mentor program senior for training and supporting new hires.
  • Responsible for in-house procedures/training materials for software implementation.
  • General client services: bank reconciliations, fixed asset/depreciation maintenance, equity/retained earnings reconciliation, payroll as needed, client consulting and advisement.

Staff Accountant II

DRDA, PLLC
07.2003 - 05.2015
  • Primary focus on heavy General Ledger/QuickBooks cleanup and preparation of Federal and state tax returns for small business clients including corporations and partnerships.
  • Lead preparer and trainer of the Form 5500 for retirement plan sponsors including compliance issues and testing.
  • Federal tax return preparation and tax planning for individuals.
  • General client services: bank reconciliations, fixed asset/depreciation maintenance, equity/retained earnings reconciliation, payroll as needed, client consulting and advisement.

Education

Bachelor of Arts - English

University of Houston
Houston, TX

Skills

  • Microsoft Office Suite
  • Lacerte
  • SmartVault
  • Onvio / Onvio Trial Balance
  • UltraTax CS
  • Accounting CS
  • Fixed Asset CS
  • GoFileRoom

Timeline

Tax Associate

Wheeler Fairman & Kelley PLLC
06.2024 - Current

Senior Accounting and Tax Associate

Stefanie Martinez CPA PLLC
12.2021 - 06.2024

Tax Specialist/Senior

Ham, Langston & Brezina, LLP
08.2015 - 07.2021

Staff Accountant II

DRDA, PLLC
07.2003 - 05.2015

Bachelor of Arts - English

University of Houston

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Heather Sheene, EA