Kyle Mckee

Kyle Mckee Email and Phone Number

Retirement Plan Compliance Analyst @ Carr, Riggs & Ingram
Kyle Mckee's Location
Lubbock, Texas, United States, United States
Kyle Mckee's Contact Details

Kyle Mckee personal email

n/a

Kyle Mckee phone numbers

About Kyle Mckee

Whether it's a tax return, bookkeeping, or financial statements, I thrive on de-stressing your financial life.The results are organized financial data and (most importantly) peace of mind.

Kyle Mckee's Current Company Details
Carr, Riggs & Ingram

Carr, Riggs & Ingram

View
Retirement Plan Compliance Analyst
Kyle Mckee Work Experience Details
  • Carr, Riggs & Ingram
    Retirement Plan Administrator
    Carr, Riggs & Ingram Jan 2022 - Present
    Enterprise, Al, Us
    Performing non-discrimination testing on retirement plans including 401(k), Profit-Sharing, Self-Employment, Governmental, and Money Purchase Plans. Analyzing retirement plans for compliance tests including eligibility, allocation, IRC §402(g), §410(b), §415 limit testing, deduction limit testing, ADP & ACP testing, Cross-Testing, Average Benefit Testing, and Top-Heavy testing.Provided client welfare benefit plans with monthly reconciliations through custom programmed Excel workbooks.
  • Maxwell Locke & Ritter Llp
    Tax Paraprofessional
    Maxwell Locke & Ritter Llp Apr 2021 - Oct 2021
    Austin, Tx, Us
    Provided support for tax preparers to ensure increased efficiency.Prepared quarterly estimated tax analyses.E-filed multi-state franchise tax returns.Contacted state Boards of Revenue to inquire about client notices.Drafted federal and state response letters concerning client notices.Completed bookkeeping tasks including cryptocurrency gain/loss analysis, trust bookkeeping, 1099-MISC and 1099-NEC vendor file integrity, and equity and capital account roll-forward.
  • Carr, Riggs & Ingram
    Paraprofessional - Client Accounting Services
    Carr, Riggs & Ingram Jul 2017 - Apr 2021
    Enterprise, Al, Us
    Gathered required financial information, reconciled and confirmed the completeness and accuracy of the data, and perform detailed data entry for computerized interim financial statements. Prepared year-end working papers, financial statements, 1096 and 1099 forms, as well as monthly and quarterly sales tax returns. Managed client’s payroll including conducting payroll runs and confirmed the accuracy and completeness of the information, initiated ACH direct deposits, payroll tax deposits, and 940/941/FUTA deposits, as well as generated state new hire, multi-state SUTA, and W-2 and W-3 reports. Ensured all activities and applicable documentation adhere to industry and governmental regulations.
  • Rwi Construction, Inc.
    Senior Accountant
    Rwi Construction, Inc. Nov 2016 - Apr 2017
    Analyzed existing reporting procedures, identified areas of weakness, and recommended and implemented restructuring of the previous financial reporting process through the creation of custom Excel programs. Performed regular and consistent maintenance of company chart of accounts, general ledger, bank accounts, debt schedule, and cash forecast; confirmed the completeness and accuracy of all data and took steps to rectify any issues quickly and efficiently. Performed routine accounts receivable and accounts payable management, as well as prepared monthly financial statements and year-end closings.
  • M&W Hot Oil, Inc.
    Operational Controller
    M&W Hot Oil, Inc. Jan 2014 - Nov 2016
    Directed and supervised accounting staff in Accounts Receivable, Accounts Payables, and Payroll departments. Monitored activities and conducted investigations into any problems reported, performing root cause analysis and problem resolution. Tracked industry trends and performed statistical analysis by customer in order to determine payment behaviors including days sales outstanding, payment tolerances and variability, and probability of payment. Maintained routine reporting requirements including sales tax (Texas and New Mexico), 940/941/FUTA deposits and multi-state SUTA reporting, 1094-C, and 1095-C. Led the maintenance of company chart of accounts, general ledger, bank accounts, debt schedule, and cash forecast.
  • Apple Tree Café And Bakery
    Co-Owner
    Apple Tree Café And Bakery Jun 2010 - Oct 2014
    Increased my understanding of employee and consumer psychology through dispute resolution and customer service initiatives.Charged with strategizing, creating, and implementing a marketing campaign to increase rate of customer conversion from online sources.Advanced my financial analytic skills by compiling regular internal quarterly reports.
  • Mcjunkin Red Man Corporation
    Inside Sales Representative Trainee
    Mcjunkin Red Man Corporation Sep 2012 - Jun 2013
    Houston, Texas, Us
    Perform a full range of functions including customer order processing, logistics management, bidding inquiries, cross-selling product lines, and customer dispute resolution Within three months, accomplished sales averaging over $135,000.00 monthly; after 6 months, increased that number 15% to over $155,000.00 monthlyMaintained an average monthly gross margin of 20.45%With no prior industry experience, received first three contracted accounts with two months due to learned product knowledge and technical aptitude
  • Tech Marketing Association
    President
    Tech Marketing Association May 2009 - Dec 2010
    Extended leadership skills by managing a leadership core of ten officers and two-hundred fifty membersIncreased yearly membership numbers by 58% and member attendance by 51% by implementing a new, adaptive membership policyFostered ingenuity by implementing the first "Join Online" campaign which allowed potential members to join online with a credit/debit card or Paypal accountCreated more interaction between Marketing Department faculty and our members by changing the rules of our "Business Dinner" Called for and headed the committee to revise the previous "TMA Constitution" to address the concerns of the rapidly evolving organizationConceived new weekly meeting protocol in order to improve the efficiency of meetings
  • Nebraska Book Company
    Lead Sales Associate
    Nebraska Book Company Jan 2009 - Aug 2009
    Us
    Assumed managerial responsibilities by managing the store and three employees on weekendsAided in devising a new store layout with management in order to increase customer flowAided managers by training new employees and implementing new store policiesProvided valuable feedback concerning customer service, employee concerns, and product placement
  • Nebraska Book Company
    Retail Sales Associate
    Nebraska Book Company Jul 2008 - Jan 2009
    Us
    Enhanced communication abilities by interfacing with vendors and publishers to purchase large quantities of textbooks and negotiating their respective prices and discount ratesDeveloped clerical expertise by initiating, organizing, and filing corporate purchase ordersExpanded marketing knowledge by applying a new & preferred customer program; set forth by managers

Kyle Mckee Skills

Team Building Management Leadership Customer Service Microsoft Excel Microsoft Office Marketing Analysis Strategic Planning Innovative Problem Solver Dispute Resolution Managerial Experience Entrepreneurship Microsoft Word Microsoft Powerpoint Microsoft Access Account Management Time Management Accounting Team Leadership Teamwork Microsoft Outlook Training Xero Quickbooks Quickbooks Online Microsoft Nav Payroll Human Resources Statistics Administration Bookkeeping Ssars Tax Accounting Partnership Accounting Bank Reconciliation Account Reconciliation Expense Reports Accounts Payable Accounts Receivable

Kyle Mckee Education Details

  • Texas Tech University - Rawls College Of Business
    Texas Tech University - Rawls College Of Business
    Business/Managerial Economics

Frequently Asked Questions about Kyle Mckee

What company does Kyle Mckee work for?

Kyle Mckee works for Carr, Riggs & Ingram

What is Kyle Mckee's role at the current company?

Kyle Mckee's current role is Retirement Plan Compliance Analyst.

What is Kyle Mckee's email address?

Kyle Mckee's email address is ky****@****ttu.edu

What is Kyle Mckee's direct phone number?

Kyle Mckee's direct phone number is +180663*****

What schools did Kyle Mckee attend?

Kyle Mckee attended Texas Tech University - Rawls College Of Business.

What are some of Kyle Mckee's interests?

Kyle Mckee has interest in Education, Science And Technology, Human Rights, Animal Welfare, Arts And Culture.

What skills is Kyle Mckee known for?

Kyle Mckee has skills like Team Building, Management, Leadership, Customer Service, Microsoft Excel, Microsoft Office, Marketing, Analysis, Strategic Planning, Innovative Problem Solver, Dispute Resolution, Managerial Experience.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.