Heena Shah, Ea Email & Phone Number

Fullerton, Ca, Us

Irvine, California, United States

CHALLENGE ACCEPTED: Deliver tax consultancy services to ultra-high-net-worth individuals, overseeing complex personal income, closely held business, trust, estate, and gift tax returns. Lead estate planning, post-mortem tax planning, and fiduciary tax planning and compliance. Recognized as gift, estate, and fiduciary SME.ORGANIZATIONAL IMPACT:➲ Achieved a 30% increase in realization for gift and estate returns by designing an internal training program, leveraging 1-1 and small group workshops and implementing standardized templates.➲ Realized a 25% improvement in successful return preparation while enhancing staff proficiency by facilitating small-group training sessions on fiduciary taxation.➲ Maximized ultra-high-net-worth client satisfaction and retention through the proactive management of engagements subsequent to the departure of a company director.➲ Implemented a standardized fiduciary workbook.➲ Increased revenue by maintaining communications with clients to foster relationships, manage expectations, and ensure deadlines were met and identified and capitalized on practice growth opportunities.

Greater Los Angeles Area

CHALLENGE ACCEPTED: Managed tax compliance and planning for high-net-worth clients, including multi-state, small business, private foundation, gift, trust, and estate returns. Evaluated estate planning documents, including will and trust instruments and schedule of assets, to ensure accurate tax treatment.ORGANIZATIONAL IMPACT:➲ Prepared individual, partnership, estate, gift, trust, and private foundation tax returns for ultra-high-net-worth individuals.➲ Optimized operating efficiency by working with management and partner stakeholders to streamline workflows and creating work papers and templates leveraged department-wide.➲ Oversaw and assisted associates on various tax compliance and consulting projects, leading multiple engagements to deliver proactive tax planning and strategic guidance across federal estate, charitable planning, and generation-skipping transfer tax.➲ Mitigated risk by resolving tax notices and audit issues.

Irvine, Ca

CHALLENGE ACCEPTED: Held full accountability for preparing individual tax returns for high-net-worth clients, including multi-state, small business, gifts, and trust returns. Partnered with wealth managers and clients to develop innovative tax strategies and represent clients with tax authorities during federal and state examinations as warranted.ORGANIZATIONAL IMPACT:➲ Prepared and reviewed tax returns with foreign financial assets spanning bank accounts, retirement plans, equity awards, partnership assets, life insurance, rentals, and mortgages; trained wealth managers and financial planners on foreign issues.➲ Built working relationships with clients to drive retention and ensure satisfaction by maintaining open communications, managing deadlines, and delivering tax savings strategies.➲ Recognized as the only retirement planning and fiduciary taxation SME within the department.➲ Completed Reviewer training and received promotion to Reviewer.

CHALLENGE ACCEPTED: Prepared and reviewed all filings of estate, gift, individual, and fiduciary tax returns for high-net-worth clients. Prepared taxes and reviewed partnership and corporate taxes for small businesses.ORGANIZATIONAL IMPACT:➲ Captured significant tax revenue increases by incorporating partnership, corporate, fiduciary, 1041, and estate and gift taxation into the existing individual taxation business.➲ Realized cost savings by streamlining the data collection and accounting process for fiduciary and estate taxation.➲ Drove client retention and increased tax revenue by incorporating representation against the taxing authority for high-net-worth individuals.➲ Attained client wrap fee savings by researching, identifying, and correcting errors and discrepancies with brokerage firms, and escalating to leadership to get charges reversed in a timely fashion.➲ Selected to serve on the Board of Financial Planning Association of America, Orange County, in Pro Bono Co-Chair capacity to pursue financial education to the community.➲ Developed a financial planning and wealth management process for the company from inception to completion.➲ Reduced staff time and billing costs by automating web reporting of client billing process.

Irvine, Ca

KEY CONTRIBUTIONS:* Directly contributed to significant budget abuse reduction and fraud-related losses by identifying fraud issues.* Served as liaison among various departments to communicate and implement restructuring plans.* Completed special projects while managing multiple responsibilities simultaneously.