Kylea Burt
League City
Summary
Knowledgeable tax consultant with background in finance and knack for identifying and solving complex problems. Demonstrates expertise in providing financial modeling, data interpretation and strategic planning. Recognized for ensuring detailed research and accurate financial insights.
Overview
4
4
years of professional experience
Work History
Associate Tax Consultant
DuCharme, McMillen & Associates
05.2023 - Current
- Analyze data to identify trends and variances for tax reconciliations
- Perform extensive research on tax codes to stay ahead of industry trends that may affect clients
- Utilize data visualization tools to help communicate data to managers, auditors, and clients
- Evaluated clients data to identify opportunities for tax refunds or deductions
- Calculate and effectively communicate the predicted tax refund amount
Transaction Tax Intern
DuCharme, McMillen & Associates
01.2023 - 04.2023
- Assist in analyzing data to perform tax reconciliations
- Performed extensive research on tax codes to stay ahead of industry trends that may affect clients
- Prepared workpapers, reconciliations, and schedules for efficient review by supervisors or managers.
- Streamlined tax processes by maintaining organized client files and documentation.
Financial Representative Intern
Northwestern Mutual, Houston
06.2022 - 01.2023
- Assist in the preparation of annual budgets and forecasts for clients personal goals
- Utilize data visualization tools to present financial insights clearly
- Strengthened client relationships through timely follow-ups and regular communication.
- Conducted comprehensive financial analyses to identify potential investment opportunities for clients.
Cashier/Sales Associate
Adelaide's Boutique, League city
06.2021 - 06.2022
- Greeted customers entering store and responded promptly to customer needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
- Assisted customers with returns, refunds and resolving transaction issues.
Education
Associates of Science - Economics
Blinn College, Rellis
07.2021
Bachelor’s degree - Business Finance
University of Houston, Clear Lake
05.2023
Skills
- Proficient in all Microsoft suite apps
- Effective communicate and collaboration between all departments and clients
- Strong attention to small details
- Strong analytical & problem- solving skills
- Very adaptable and can deal with interruptions and changes to task priorities
- Ability to work both independently and collaboratively with team members
- Excellent verbal and written communication skills
- Eager to learn and develop quickly in a career path
- Ability to work quickly and effectively while meeting deadlines
Timeline
Associate Tax Consultant
DuCharme, McMillen & Associates
05.2023 - Current
Transaction Tax Intern
DuCharme, McMillen & Associates
01.2023 - 04.2023
Financial Representative Intern
Northwestern Mutual, Houston
06.2022 - 01.2023
Cashier/Sales Associate
Adelaide's Boutique, League city
06.2021 - 06.2022
Associates of Science - Economics
Blinn College, Rellis
Bachelor’s degree - Business Finance
University of Houston, Clear Lake
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