Summary
Overview
Work History
Education
Skills
Timeline
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Whitney Gouge

Wylie

Summary

Client focused operations and tax analyst with over ten years of experience in tax, financial, and operational support roles. Expertise in managing client relationships and driving strategic growth initiatives while ensuring timely service delivery. Skilled in aligning workflows with client objectives, resolving issues proactively, and identifying opportunities for account retention and expansion. Recognized for effective communication and cross-functional collaboration, consistently delivering measurable results.

Overview

16
16
years of professional experience

Work History

Tax Analyst

Tax Advisors Group
Dallas
01.2024 - Current
  • Serve as a key support to consulting staff, helping manage client deliverables and ensuring alignment with tax deadlines and expectations
  • Conduct online research and maintain active communication with tax authorities to validate assessments and tax rates
  • Track client deadlines and compile supporting documentation to support appeals, filings, and other compliance tasks
  • Partner with internal teams to review client data, correct discrepancies, and fulfill requests to improve service delivery
  • Respond promptly to client and team inquiries, reinforcing TAGs commitment to proactive, clear communication

Senior Tax Administrator

KE Andrews
Rockwall
10.2020 - 01.2024
  • Acted as the point of contact for client portfolios, supporting account alignment with tax requirements and consulting deliverables.
  • Delivered timely and detailed property tax reports, enabling informed decision-making, and supporting client retention and expansion efforts.
  • Collaborated with research and compliance teams to ensure complete and accurate documentation throughout the full client lifecycle.
  • Supported strategic conversations around client needs across different property types and regions.
  • Played a key role in achieving organizational deadlines for filings, assessments, and tax bill processing.

Lead Associate of Operations

JP Morgan Chase
Wylie
06.2017 - 09.2020
  • Managed daily operations and customer interactions, delivering responsive service and identifying opportunities to upsell or resolve account risks
  • Partnered cross-functionally to improve audit tools and risk mitigation processes related to BSA and AML
  • Consistently met performance benchmarks in client handling and transaction accuracy, including 0% audit error in quarterly reviews

Senior Teller

American National Bank of Texas
Wylie
11.2008 - 12.2013
  • Provided expert-level support for retail banking clients, handling cash transactions, resolving account issues, and identifying service opportunities
  • Supported customer satisfaction and retention efforts through consistent, high-quality service and proactive needs assessments

Education

Associate of Arts - English Language And Literature

Concordia University
Austin, TX
01-2005

Skills

  • Client relationship management
  • Strategic communication
  • Cross-functional collaboration
  • Microsoft Office Suite
  • Property valuation and tax research
  • Time management and organization
  • Customer retention and upselling
  • Report preparation and data integrity

Timeline

Tax Analyst

Tax Advisors Group
01.2024 - Current

Senior Tax Administrator

KE Andrews
10.2020 - 01.2024

Lead Associate of Operations

JP Morgan Chase
06.2017 - 09.2020

Senior Teller

American National Bank of Texas
11.2008 - 12.2013

Associate of Arts - English Language And Literature

Concordia University

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Whitney Gouge