Heather Wallace
Partner (CPA)
Birmingham, AL
Industry Focus
  • Financial Services
Service Areas

Overview

Heather has more than 17 years of experience in corporate taxation. She focuses on providing accounting and consulting services for clients in the banking and financial services industry. Heather provides a number of advisory services including income tax accounting outsourcing and consultation, OneSource Tax Provision software implementation, state tax planning, development of best business practices, and federal and state tax compliance.

Prior to joining DHG, Heather held management positions in large U.S. publicly traded corporations and at a Big Four accounting firm. She was the Tax Director of a Top 20 financial institution, where she oversaw income tax accounting, regulatory reporting and all other aspects of the tax function. Heather has managed the implementation of OneSource Tax Provision and other tax transformation initiatives within a large regional financial institution.

Experience

Education
  • Masters, Taxation - General
    University of Alabama, Birmingham
  • Bachelors, Accounting
    University of Alabama

In the Community

Honors

Licenses

Licenses
  • Certified Public Accountant - AL - 9990

Knowledge Share