Kyle Roustic
About Kyle Roustic
Kyle Roustic is a Tax Associate at Creative Planning, where he has worked since 2023. He has previous experience as a Data Entry Clerk at the Internal Revenue Service and has held various roles at Creative Planning, including Tax Intern and Tax Administrator.
Work at Creative Planning
Kyle Roustic currently serves as a Tax Associate at Creative Planning, a position he has held since 2023. His role involves various tax-related responsibilities, contributing to the firm's financial services. Prior to this, he worked as a Tax Intern for three months in 2023 and as a Tax Administrator for two months in 2022. His experience at Creative Planning has allowed him to develop a comprehensive understanding of tax processes and client management within the firm.
Previous Experience at Internal Revenue Service
Kyle Roustic worked at the Internal Revenue Service as a Data Entry Clerk from 2022 to 2023 for a duration of four months. This role provided him with foundational experience in handling tax-related data and understanding federal tax regulations. His time at the IRS contributed to his knowledge of tax compliance and data management.
Education and Expertise
Kyle Roustic earned a Bachelor of Science in Accounting from the University of Missouri-Kansas City (UMKC) Henry W. Bloch School of Management, completing his studies from 2020 to 2023. He also holds an Associate of Arts in Accounting from Metropolitan Community College-Longview, which he obtained from 2015 to 2019. His educational background has equipped him with essential accounting principles and practices.
Background in Consumer Services
Kyle Roustic has a strong background in the consumer services industry, where he developed skills in labor cost management and customer insight. Prior to his career in accounting, he worked as a Shift Manager, which provided him with practical experience in managing operations and understanding customer needs. This background supports his current role in tax services by enhancing his ability to engage with clients effectively.