Tax Preparer

Job Description

Job Description

Tax Preparer

Do you have a talent for turning tax chaos into clean, accurate returns?
Are you detail-driven, deadline-focused, and ready to make an impact without the “old school accounting” grind?

At SMD Consulting & Accounting, LLC , a boutique CPA firm in Plano, Texas, we provide luxury-level tax consulting, advisory, and bookkeeping to business owners, medical professionals, and video game developers. While our consultants focus on big-picture strategy, our tax preparers are the backbone who make sure every return is accurate, timely, and stress-free for our clients.

We’re looking for an experienced tax preparer who enjoys focusing on preparation work and supporting our tax team with related compliance tasks.

What You’ll Do

In this role, your main responsibility is preparing accurate tax returns—but you’ll also assist with related projects that keep our clients ahead of deadlines.

Your day-to-day will include:

• Preparing individual, business, and trust tax returns with accuracy and attention to detail.

• Reviewing client information for completeness and accuracy before filing.

• Assisting with quarterly estimated tax payment calculations.

• Supporting the team with tax research, projections, and compliance tasks.

• Preparing responses or documentation for IRS and state notices.

• Staying current on tax law updates and applying them to client work.

• Assisting with process improvements that make tax prep smoother and more efficient.

What It Takes (Required Skills)

We’re looking for someone who brings:

• 2–5 years of tax preparation experience in public accounting or a tax-focused firm.

• Strong knowledge of individual, partnership, and corporate tax.

• Proficiency with tax preparation software and comfort learning new technology.

• Excellent organizational skills and a love of details and deadlines.

• Clear communication skills with teammates and clients.

• Professionalism, accountability, and confidentiality in handling sensitive information.

• A positive, flexible, team-oriented attitude.

What Will Set You Apart (Desired Skills)

• EA, CPA, or active CPA Candidate.

• Experience preparing trust and estate tax returns.

• Background working with medical professionals, real estate investors, or small business owners.

• Strong ability to explain tax matters to non-tax professionals.

Why Work With Us?

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

• Focus – This role is designed for someone who wants to focus on tax prep for the next several years (no pressure to move into advisory unless you want to).

• Culture – We’re a modern firm that values positivity, collaboration, and people—not burnout.

• Clients – Work with ambitious entrepreneurs, physicians, and investors who appreciate quality.

• Tools & innovation – We invest in systems that make your work efficient and impactful.

• Stability – Join a firm that’s growing steadily and values long-term team members.

At SMD, a Tax Preparer isn’t “just crunching numbers.” You’re making sure our clients can move forward with confidence, knowing their compliance work is done right.

Are you ready to be part of a team where tax prep really matters ?

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.