Summary
Overview
Work History
Education
Skills
Websites
Certification
Qualitative Characteristics
Awards
Publications
Timeline
Generic

Kurt Smock

BUSINESS ADVISING AND ACCOUNTING PROFESSIONAL
York,PA

Summary

Versatile and results-driven finance professional with over a decade of experience in financial analysis, trading, client relations, sales, and community management. Proven ability to manage complex financial operations, optimize processes, and drive revenue growth. Expertise in financial modeling, tax preparation, compliance, and leveraging technology for enhanced reporting and data integrity. Adept at providing strategic advice, mentoring clients and teams, and delivering exceptional customer service. Recognized for exceptional problem-solving skills, critical thinking, and a relentless pursuit of accuracy and efficiency.

Overview

13
13
years of professional experience
2020
2020
years of post-secondary education
1
1
Certification

Work History

Community Leader

TradingView
01.2021 - Current
  • Leader of the LibRepo project, coordinating the creation of centralized Pine Script libraries using git, currently managing a team of 12 with plans to expand to 50.
  • Contributed 17 high-value scripts to the TradingView open-source community, enhancing platform functionality and user experience.
  • Actively engaged in Discord and Telegram communities (PineScripters, Pine Script Community Q&A, PineCoders), assisting and mentoring aspiring Pine Script coders.
  • Won the TradingView Cryptography Challenge, rewarding the community with a valuable alpha-generating script for futures market volume measurement.
  • Developed numerous proprietary indicators and provided volunteer assistance to hundreds of coders, showcasing strong coding capabilities.
  • Invited to the exclusive PineCoders Pro group, collaborating directly with TradingView and Pine Script teams on feature development and testing.

Community Manager

Muppet Traders
01.2019 - Current
  • Elected leader by a quorum of 200 members, managing a shallow community of over 350 members and developing it into a deep community, reducing it to a core of 71 dedicated members over five years.
  • Implemented conflict resolution strategies emphasizing empathy and a group-first philosophy, maintaining high engagement and loyalty.
  • Handled all types of escalations, ensuring the participation of key members to keep the server alive and, more importantly, healthy.
  • Promoted inclusivity and engagement, making every member feel valued and integral to the community.
  • Balanced individual needs with the overall needs of the community, fostering a sense of belonging and commitment.

Trading Coach

Self-Employed
01.2018 - Current
  • Coach individuals on profitable trading strategies, providing personalized guidance and mentorship.
  • Coach and mentor people in the pursuit of automated trading systems including, developing rule sets, providing backtesting resources, and interfacing with brokers.
  • Share extensive knowledge of financial markets, trading techniques, and risk management.
  • Utilize practical exercises and real-time market analysis to enhance clients' trading skills and confidence.
  • Heavy emphasis on the understanding the physics of market behavior (e.g. Madelbrot, Sornette, et al.)

Tax Preparer, Business Consultant, and Compliance Expert

Gehman Accounting
01.2020 - 01.2024
  • Account manager for 317 clients, providing comprehensive support and advisory services.
  • Managed $28 million in total annual reported revenues and $1.7 million in tax payments annually.
  • Prepared and signed 1,168 tax returns, specializing in investors, retirees, and small business owners, serving clients in the construction, warehousing, and manufacturing industries.
  • Prepared and reviewed 312 client returns in the first year at Gehman Accounting.
  • Managed tax compliance for businesses with annual revenues up to $3.8 million.
  • Filed over 3500 1099 forms on behalf of business clients in January 2021 and January 2022.
  • Handled complex income tax returns for clients including employees, business owners, retirees, real estate professionals, LLCs, S-corporations, and partnerships.
  • Worked directly with managers to resolve tax issues with clients, enhancing client service quality through proactive issue resolution and follow-up.
  • Proficient in utilizing forms 940, 941, and 944-X for tax preparation.
  • Ensured accurate and timely filing of all tax documents and compliance with relevant regulations.
  • Represented clients in IRS examinations and appeals, providing comprehensive solutions and support; handling appeals, transcript acquisition, and payment submission.
  • Maintained compliance with federal, state, and local tax regulations, including the continuing education requirements to maintain status as an Enrolled Agent.
  • Continuously updated knowledge on tax laws and regulations through professional development and training.
  • Conducted detailed tax planning and advisory services for individual and business clients, developing strategies for minimizing tax liabilities and maximizing refunds for clients.
  • Prepared quarterly and annual financial statements and reports.
  • Reviewed and analyzed financial statements to ensure accuracy and completeness.
  • Interfaced directly with client creditors and financial advisors, ensuring good communication between business owners and financial institutions.
  • Developed custom financial tools and reports to assist clients in managing their finances effectively.
  • Wrote 'The New Business Owner' guide for clients initiating self-employment to enhance their understanding of what accounting and record keeping procedures expected of them by taxing authorities.
  • Conducted economic analysis and forecasting to guide clients in strategic planning and investment decisions.
  • Provided business owners with consulting services, expert analysis, including financial modeling, market analysis, and operational efficiency improvements.
  • Advised on business development, growth strategies and investment product details, helping clients achieve their financial and operational goals.
  • Led the implementation of new accounting systems and processes to improve efficiency.
  • Provided training and support for clients using QuickBooks Desktop and/or transitioning to QuickBooks Online.
  • Assisted clients with budgeting and financial planning.
  • Answered client questions on tax planning, sales tax, economic forecasting, and asset purchasing.
  • Advised clients on retirement planning, including long-term care solutions, and investment strategies to optimize their financial health.
  • Completed state tax returns for California, Maryland, Virginia, Delaware, New Jersey, New York, Massachusetts, North Carolina, Kentucky, Indiana, Ohio, Tennessee, and West Virginia.
  • Contributed to business development efforts, identifying and pursuing new client opportunities.
  • Developed and formalized sales training systems, bringing in $187,000 of new revenue.
  • Handled client acquisition and retention, building strong client relationships.
  • Provided customer service and handled inquiries, directing clients to appropriate departments.
  • Managed pricing for new clients across tax, bookkeeping, and payroll departments.
  • Developed a new pricing model deployed in the tax department in 2023.
  • Worked with management to develop strategic plans for business growth and client retention.

Regional Sales Manager

HomeFix Custom Remodeling
01.2017 - 07.2017
  • Applied expert knowledge of over 200 home improvement projects during in-home consultations, utilizing experience in construction trades and manufacturer guidelines.
  • Assessed individual customer needs and designed tailored solutions to satisfy them.
  • Aggressively negotiated contracts to maximize profit while delivering a superior customer experience.
  • Conducted credit checks on potential applicants for financing products, ensuring accurate assessments.
  • Quoted terms, including interest rates, on contracts requiring financing, ensuring transparency and understanding.
  • Created clearly defined contracts for 75 customers, acting as the signatory on behalf of the organization.
  • Consistently achieved a closure rate above 30% for all pre-confirmed leads, demonstrating strong sales skills.
  • Generated $50,000 in net monthly sales, contributing significantly to the company's revenue growth.

Supervisor

ES3, LLC.
09.2012 - 01.2016
  • Produced daily production reports detailing the department's progress towards the daily output goal of 40,000 cases per day.
  • Assigned tasks and allocated labor to 11 production positions to ensure operational efficiency.
  • Tracked and reported 25 KPIs, communicating current productivity in compliance with organizational guidelines.
  • Devised operator schedules, aligning with expectations and achieving necessary departmental output.
  • Introduced a continuous improvement pilot program, reducing minor production line stoppages by 40%.
  • Authored 20 'One Point Lessons' to guide operators.
  • Designed strategies that reduced safety-related incidents by 80% year over year.
  • Sat on the safety committee as an SME in Six Sigma DMAIC processes, producing 15 initiatives related to safety, productivity, and efficiency.

Education

Bachelor of Science - Accounting

Liberty University

Skills

  • Financial Analysis
  • Full Service Accounting
  • Tax Planning and Preparation
  • Financial Operations Strategy
  • Statistical Analysis and Reporting
  • System and Process Optimization
  • Mergers and Acquisitions
  • Behavioral Economics and Psychology
  • Business Technology Development
  • Policy Development
  • Training Program Development
  • Sales

Certification

Enrolled Agent, Internal Revenue Service, 01/01/21, Present

Qualitative Characteristics

  • Obsessed with Accuracy
  • Embraces Complexity
  • Thinks Critically
  • Assumes Responsibility
  • Discerns with Empathy
  • Autodidactic Polymath
  • Relentlessly Positive
  • "C" Personality (DISC)
  • "INTJ" Personality (Myers-Briggs)

Awards

  • Dean's List, Liberty University, 2020
  • ACP Employee of the Year, ES3, 2015
  • Mayors Presidential Scholarship, Central Penn College, 2001

Publications

  • How Mr. Manipulator Stole All Your Ethereum, CoinMonks
  • Bitcoin - The Problem of Valuation

Timeline

Community Leader

TradingView
01.2021 - Current

Tax Preparer, Business Consultant, and Compliance Expert

Gehman Accounting
01.2020 - 01.2024

Community Manager

Muppet Traders
01.2019 - Current

Trading Coach

Self-Employed
01.2018 - Current

Regional Sales Manager

HomeFix Custom Remodeling
01.2017 - 07.2017

Supervisor

ES3, LLC.
09.2012 - 01.2016

Bachelor of Science - Accounting

Liberty University

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