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Tax Consultant

SMD Consulting & Accounting, LLC

Tax Consultant

Allen, TX +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    We are looking for a Tax Accountant & Consultant to join our team! Our ideal candidate is the innovative problem solver and the hero that meaningfully helps our clients.

    RESPONSIBILITIES

    • Providing proactive tax & business planning for business owner, medical professionals, & real estate investors
    • Analyzing client financial records and situations to develop recommendations
    • Managing client relationships through SMD's recurring consulting program
    • Meeting with clients to discuss opportunities, concerns, risks, and strategies
    • Teaching and training clients on complex accounting concepts
    • Providing business, tax, and accounting advisory services for clients on a project basis
    • Performing tax research as required
    • Providing IRS & State agency correspondence and representation
    • Calculating quarterly estimated tax payments for clients
    • Actively looking for opportunities to improve processes and procedures to enhance the efficiency of SMD
    • Developing cheat-sheets, training classes, and other resources to help your peers build their skills
    • Preparing the occasional personal and/or business tax return
    • Identify and implement opportunities for growing SMD
    • Growing professionally and personally all along the way

    REQUIRED QUALIFICATIONS

    • 3+ year of public accounting experience in Income and/or Estate Tax
    • Strong organizational skills
    • Passionate about problem solving and helping others
    • Possesses a strong working understanding of tax & accounting rules & regulations
    • Effective at learning new technology and software
    • Positive attitude and excitement towards each new project, opportunity, or venture
    • Accountability and reliability
    • Self starter and focused on deadlines
    • Detail-oriented as well as process-oriented
    • Adaptable and shows excitement about improvement and change
    • Excellent communication skills with management, staff, AND clients as well as a strong passion for creating rapport
    • Professionally honest
    • Embraces equality & inclusiveness
    • Proficiency with MS Office Tools such as Excel and Word
    • Insistence on confidentiality for sensitive information
    • Someone that wants a career... not a job

    DESIRED/PREFERRED SKILLS (NOT REQUIRED)

    • BA or MS in Accounting
    • EA, CPA, or CPA Candidate
    • Expertise in understanding Individual Income Taxation, Partnership Taxation, Corporate Taxation (S Corp and C Corp), and Trust and Estate Taxation
    • Expertise in understanding Securities and Investments,
    • Aptitude for explaining complex accounting concepts to non-accountants,
    • Experience supporting medical professionals or medical office clients, real estate investor clients, or business owner clients
    • Experience using Karbon
    • Experience working in startups or similar fast paced environments
    • Certifications associated with office management, leadership, and/or project management

    We know this is a long list, but we also know that your role is important. We ain’t an old school accounting firm, and we don’t want a old school accountant.

    Your role is an essential bridge between the financial world’s rules and the client’s success.

    Are you that bridge?

    Company Description

    SMD Consulting & Accounting, LLC helps clients build and preserve life-long wealth by focusing on tax reduction, financial planning, asset preservation, and investment management through the lens of strategic tax planning. Our team offers some of the most cutting edge and innovative strategies in the accounting and financial services industries for families and business owners. And thanks to our multidisciplinary approach, we reach well beyond the limitations of singular financial professionals working in isolation. SMD Consulting & Accounting, LLC combines tax, law, wealth management, and insurance services to provide a specialized family office experience.

  • Locations
    Allen, TX • Richardson, TX