Summary
Overview
Work History
Education
Skills
Certification
Technology Skills
Timeline
Generic

Heather Varner

League City

Summary

Licensed Certified Public Accountant with expertise in income tax accounting and a proven track record in tax preparation and compliance. Demonstrated ability to deliver comprehensive tax services, ensuring clients navigate complex financial reporting challenges effectively. Skilled in research and analysis, providing actionable insights that enhance client decision-making. Committed to continuous learning and adapting to new technologies to improve service delivery.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Tax Associate

Deloitte tax, LLP
Houston
05.2024 - Current
  • Review federal tax returns and workpapers.
  • Plan and run day-to-day workflow.
  • Manage deadlines and dependencies.
  • Lead routine client communications.
  • Coach associates/interns.
  • Enforce quality controls.

Federal Tax Experienced Associate

Baker Tilly US, LLP
Houston
01.2023 - 04.2024
  • Prepared federal and state business and individual tax returns.
  • Prepared adjusting journal entries and federal tax journal entries.
  • Reviewed individual tax returns.

Tax Associate

Matthew Shell, CPA, PLLC
League City
09.2021 - 11.2022
  • Provided tax preparation services, bookkeeping services, and quarterly/year end payroll services to clients.

Education

MASTER OF SCIENCE - ACCOUNTING

University of Houston Clear Lake
Houston, TX

BACHELOR OF SCIENCE - ACCOUNTING

Louisiana Tech University
Ruston, LA

Skills

  • Tax compliance
  • Federal tax preparation
  • Workflow management
  • Quality control enforcement
  • Financial reporting
  • Business tax strategies

Certification

Certified Public Accountant (CPA), Texas State Board of Public Accountancy, 03/02/23

Technology Skills

  • MS Office
  • Intuit QuickBooks
  • GoSystem Tax RS
  • CCH Axcess
  • CCH Fixed Assets
  • Caseware
  • Intuit ProConnect Tax
  • Adobe

Timeline

Senior Tax Associate

Deloitte tax, LLP
05.2024 - Current

Federal Tax Experienced Associate

Baker Tilly US, LLP
01.2023 - 04.2024

Tax Associate

Matthew Shell, CPA, PLLC
09.2021 - 11.2022

MASTER OF SCIENCE - ACCOUNTING

University of Houston Clear Lake

BACHELOR OF SCIENCE - ACCOUNTING

Louisiana Tech University
Heather Varner