Tax & Business Consultant

Job Description

Job Description

Are you more than an everyday accountant?

Do you love solving problems, building relationships, and making a real difference in people’s businesses and lives?

We aren’t your typical accounting firm—and we don’t want a typical accountant. At SMD Consulting & Accounting, LLC , a forward-thinking CPA firm in Plano, Texas, we deliver luxury-level tax consulting, business advisory, and bookkeeping services to business owners, medical professionals, and real estate investors across the country.

Sure, we handle tax returns and compliance, but our real mission is to help clients grow wealth, protect their future, and feel confident about every financial decision.

We’re looking for a consultant who is just as comfortable walking a client through complex tax strategies as they are brainstorming business solutions or helping a peer sharpen their skills. Someone who thrives on being the bridge between the rules of finance and the success of the client.

What You’ll Do

You’ll be a trusted advisor and strategist, not just a form filler. Your impact will include :

Owning client relationships through our recurring consulting program.

Analyzing financials and developing tailored recommendations.

Providing proactive tax & business planning for entrepreneurs, medical professionals, and real estate investors.

Meeting with clients to discuss opportunities, concerns, risks, and strategies.

Explaining complex concepts in ways clients actually understand.

Delivering advisory services on a project basis (beyond tax prep).

Conducting tax research and providing IRS & state representation when needed.

Calculating quarterly estimates and ensuring clients stay ahead of tax obligations.

Contributing to firm innovation by designing processes, resources, and client tools that enhance efficiency and value.

Mentoring peers and helping build a culture of continuous learning.

Occasionally preparing returns (but always as part of the bigger picture).

Driving firm growth with ideas and opportunities we haven’t yet considered.

Bringing positivity, excitement, and leadership to every client and team interaction.

What It Takes (Required Skills)

Our superstar consultant will bring :

5+ years of public accounting experience (income and / or estate tax).

Strong working knowledge of tax & accounting rules / regulations.

Passion for problem-solving and helping others succeed.

Comfort with technology and learning new tools (we love innovation).

High standards of organization, accountability, and reliability.

Clear, confident communication skills—with clients, peers, and leadership.

A mindset of positivity, adaptability, and curiosity.

A love for details, deadlines, and process improvements.

A growth mindset : personally and professionally.

Commitment to integrity, inclusiveness, and confidentiality.

Someone seeking a career with impact—not just a job.

What Sets You Apart (Desired Skills)

You’ll stand out if you bring :

BA or MS in Accounting.

EA, CPA, or CPA Candidate.

Expertise in one or more of the following :

Individual, Partnership, Corporate (S & C Corp), or Trust & Estate taxation.

Securities & investment taxation.

Experience supporting medical professionals, real estate investors, or small business owners.

Comfort working in fast-paced, entrepreneurial environments.

Strong aptitude for teaching / explaining complex financial concepts.

Leadership, office management, or project management certifications.

Any unique skill, perspective, or passion that makes our firm stronger.

Why Join SMD?

We know the market in 2025 is competitive. Here’s why top consultants choose us :

Impact – You’re not a cog in a compliance shop. You’re helping business owners make life-changing decisions.

Culture – We believe in positivity, growth, and teamwork. No old-school grind culture here.

Innovation – We invest in tech and processes that free you up to do meaningful, strategic work.

Growth – We encourage continuous learning and provide opportunities to lead, teach, and innovate.

Clients – You’ll work with ambitious entrepreneurs, physicians, and investors who rely on you as their strategic partner.

At SMD, “Tax & Business Consultant” doesn’t mean the person typing numbers into a form.

It means the person who makes the magic happen for clients.

Are you ready to be that bridge between the financial rules and the client’s success?

Company Description

SMD Consulting & Accounting, LLC is a boutique firm in Plano, TX that helps families and business owners grow and protect their wealth through smart tax strategies, financial planning, and investment guidance. We take a unique, team-based approach by combining tax, law, wealth, and insurance services all under one roof. Our culture is all about collaboration, problem-solving, and supporting each other—we believe great things happen when people work together and feel valued.

Company Description

SMD Consulting & Accounting, LLC is a boutique firm in Plano, TX that helps families and business owners grow and protect their wealth through smart tax strategies, financial planning, and investment guidance. We take a unique, team-based approach by combining tax, law, wealth, and insurance services all under one roof. Our culture is all about collaboration, problem-solving, and supporting each other—we believe great things happen when people work together and feel valued.