Kyle Zuhlke

*** *** **. **********, **. *****

830-***-**** adnj3b@r.postjobfree.com www.linkedin.com/in/kyle-zuhlke

Professional Summary

A School of Business graduate with a focus in Accounting coursework seeking entry-level positions within the field. A diligent worker with previous experience including individual and corporate tax return preparation, stock portfolio analysis, and data compilation in the Texas State Legislature.

Professional Experience and Employment History

Ernst & Young, San Antonio Texas May 2021- July 2021

Client Services Contractor

● Extracted client data from Schedule K-1 1065 pdf files, then input that data onto an excel worksheet to submit as complete.

● Utilized the entire Microsoft app library for team collaboration in order to work more efficiently.

Ed Guerrero, CPA, San Antonio Texas February 2021-May 2021

Tax Preparer

● Prepared over thirty individual and fifteen corporate tax returns for a range of San Antonio clients.

● Created multiple K-1 1065 forms and 1120 forms for the corporate clients to be linked to their personal returns.

Kathy Pavlovsky CPA, Pleasanton, Texas May 2020- October 2020

Staff Accountant

● Prepared twenty individual tax returns and five K-1’s on UltraTax CS.

● Reconciled bank statements and generated financial reports for two monthly bookkeeping clients.

● Created a detailed walkthrough for onboarding new clients to Accounting CS.

● Initiated the addition of a family trust client into Accounting CS and executed two years of transaction records, bank account reconciliations, and financial report generations.

● Led project that integrated automatic client billing into Accounting CS.

● Implemented a 2021 budget and projection for a non-profit client.

The Summit Group Wealth Advisors, San Antonio, Texas July 2019 – October 2019

(A small wealth management company that managed client stock portfolios in the S&P 500.)

Office Manager

● Trained new employees and created documents to assist any future employees with their training.

● Added new clientele to Interactive Brokers.

● Performed multiple administrative functions on Google Suite.

● Began the use of Google Adwords to attract more potential clients in the greater San Antonio area. The Summit Group Wealth Advisors, San Antonio, Texas June 2019– July 2019 Financial Intern

● Compiled daily reports over each world stock market and published them to the company’s daily blog for the clients to read.

● Updated the current portfolio each day if stocks were bought or sold, and notified the clients about any changes to their individual portfolios.

The Texas Capitol, Austin, Texas January 2019 – May 2019

Legislative Aide

● Prepared and executed communications and day-to-day assignments to support a freshman Texas State Representative.

● Composed a database of constituent responses, and accumulated notes on lobbyists and advocacy groups who supported the representative to our office.

● Developed a database designed to track all bills signed onto by the representative.

● Fostered strong network connections with lobbyists and other state politicians.

Camp Balcones Springs, Marble Falls, Texas June 2017 – July 2018 Camp Counselor

● Taught multiple sports classes ranging from soccer, tennis, baseball, volleyball, and basketball.

● Earned a perfect counselor rating each term worked.

Domino's Pizza, Pleasanton, Texas

Delivery Driver June 2016 – January 2017

● Delivered pizzas and offered customer service.

● Maintained a perfect delivery rating throughout the entirety of employment.

Education

Southwestern University Georgetown, Texas

Business Major, Political Science Minor Graduated May 2020

Texas A&M Commerce Commerce, Texas

Masters of Accountancy Expected completion Spring 2023

Skills

Excel: Proficient

Accounting CS/Quickbooks: Experienced

UltraTax CS: Experienced

Microsoft Office Suite: Experienced

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