AeroLeads people directory · profile
Heather Ferguson Email & Phone Number
Sr Tax Operations Manager
at
Wealth Enhancement Group
1 work email found
@legalzoom.com
1 phone found area 941
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr Tax Operations Manager
Location
Knoxville, Tennessee, United States
Who is Heather Ferguson? Overview
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Quick answer
Heather Ferguson is listed as Sr Tax Operations Manager at Wealth Enhancement Group, based in Knoxville, Tennessee, United States. AeroLeads shows a work email signal at legalzoom.com, phone signal with area code 941, and a matched LinkedIn profile for Heather Ferguson.
Heather Ferguson previously worked as Manager, Tax Practice Operations at Legalzoom and TTLive Tax Expert Lead at Intuit. Heather Ferguson holds Master'S In Business Administration, Business Administration And Management, General from Univeristy Of The Southwest.
Company email context
Email format at Wealth Enhancement Group
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{first_initial}{last}@legalzoom.com
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AeroLeads found 1 current-domain work email signal for Heather Ferguson. Compare company email patterns before reaching out.
Profile bio
About Heather Ferguson
Business leader and consultant with proven expertise providing insightful analysis and financial recommendations to ensure operational success. Certified enrolled agent with in-depth knowledge of GAAP accounting principles, financial reporting, investment planning, tax structures, audits, and marketing strategies. Demonstrated ability to drive operational efficiency through evaluation of financial management systems and implementation of process improvements.Dedicated, customer-centric professional with aptitude for innovation and creative problem solving to maximize profitability and productivity. Collaborative leader with success managing high-skilled teams. Adept at prioritizing impactful policy and procedural changes while maintaining complex accounting objectives. Proficient in QuickBooks ProAdvisor.Connect with me if you are looking for a hard-working, intelligent business manager with exceptional bookkeeping and accounting skills who thrives in mentoring teams to exceed expectations in highly regulated environments.
Listed skills include Tax, Irs, Tax Preparation, Payroll Taxes, and 41 others.
Current workplace
Heather Ferguson's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 5 years
Heather Ferguson work experience
A career timeline built from the work history available for this profile.
Sr Tax Operations Manager
Current
Aug 2024 - Present
Manager, Tax Practice Operations
Dec 2021 - Aug 2024
Ttlive Tax Expert Lead
2021 - Dec 2021
Rca Specialist
Aug 2019 - Sep 2021
President
Francis Tax Service And Francis Weath Management Llc
As the president of a tax, accounting, financial planning, investment, and insurance firm, I held P&L accountability while directing daily operations to maximize profits. I forecasted liquidity needs, prepared financial statements, and conducted flux analyses. I oversaw A/P and A/R, general ledger, and account reconciliation, and I scrutinized balance.
Dec 2012 - Sep 2021
Senior Tax Expert
I provided seasonal tax assistance to a diverse customer base. I established rapport and trust with clients, offering personalized assistance to address tax questions. I consistently met deadlines while demonstrating strong analytical and problem-solving skills and maintaining accuracy and compliance objectives.Select Accomplishments► Delivering.
Nov 2016 - Apr 2020
Enrolled Agent, Ctrs, Administrative Assistant/Marketing Specialist, Tax Advisor
Buelow Financial Group
During my time at Beulow, I managed a tax client base of 250, including personal and business clients. I prepared and closed monthly financial statements and audit reports. I liaised with the IRS to ensure the accuracy and integrity of financial information for the firm’s clients and consultants. I performed monthly account reconciliations and monitored.
Dec 2001 - Dec 2012
3 education records
Heather Ferguson education
Master'S In Business Administration, Business Administration And Management, General
Univeristy Of The Southwest
Bachelor'S Degree, Legal Studies, General
Florida Gulf Coast University
Aa, Business And Accounting Focus
Edison State College
FAQ
Frequently asked questions about Heather Ferguson
Quick answers generated from the profile data available on this page.
What company does Heather Ferguson work for?
Heather Ferguson works for Wealth Enhancement Group.
What is Heather Ferguson's role at Wealth Enhancement Group?
Heather Ferguson is listed as Sr Tax Operations Manager at Wealth Enhancement Group.
What is Heather Ferguson's email address?
AeroLeads has found 1 work email signal at @legalzoom.com for Heather Ferguson at Wealth Enhancement Group.
What is Heather Ferguson's phone number?
AeroLeads has found 1 phone signal(s) with area code 941 for Heather Ferguson at Wealth Enhancement Group.
Where is Heather Ferguson based?
Heather Ferguson is based in Knoxville, Tennessee, United States while working with Wealth Enhancement Group.
What companies has Heather Ferguson worked for?
Heather Ferguson has worked for Wealth Enhancement Group, Legalzoom, Intuit, Elavon, Inc., and Francis Tax Service And Francis Weath Management Llc.
How can I contact Heather Ferguson?
You can use AeroLeads to view verified contact signals for Heather Ferguson at Wealth Enhancement Group, including work email, phone, and LinkedIn data when available.
What schools did Heather Ferguson attend?
Heather Ferguson holds Master'S In Business Administration, Business Administration And Management, General from Univeristy Of The Southwest.
What skills is Heather Ferguson known for?
Heather Ferguson is listed with skills including Tax, Irs, Tax Preparation, Payroll Taxes, Accounting, Income Tax, Tax Advisory, and Auditing.
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