Kyle Smith, CPA

With 9+ years in public accounting including 6 years at PwC and promotion to Senior Tax Manager at HBK in 2025, Kyle brings exceptional depth to tax advisory and compliance services. Based at HBK’s Cherry Hill office, he specializes in serving closely held businesses, high-net-worth individuals, and trusts with comprehensive expertise in strategic tax planning, entity structuring, partnership and S corporation tax, succession and estate planning, and complex transactions.

Kyle understands complex tax and planning challenges: closely held businesses requiring sophisticated entity structuring and strategic tax planning, high-net-worth individuals needing integrated wealth planning and succession strategies, partnerships and S corporations navigating complex tax compliance and multi-state considerations, and trusts requiring specialized estate planning and tax optimization strategies.

His Big Four foundation provides exceptional depth: Six years at PwC in various tax departments gaining extensive experience in corporate, partnership, and individual taxation, plus multi-state compliance and strategic planning, provides sophisticated technical capabilities and complex problem-solving expertise.

Here’s how Kyle delivers exceptional results:

1. White-Glove Service Philosophy: Every client receives personalized attention and proactive guidance with true white-glove service approach
2. Client Education Focus: Empowers clients to understand their tax strategies through education throughout the process
3. Multi-Million Dollar Savings: Saved complex business client multi-millions of dollars through strategic planning and penalty abatement after correspondence with tax authorities
4. Forward-Thinking Approach: Emphasizes proactive planning and education in an evolving regulatory environment where successful strategies go beyond compliance

Kyle’s career demonstrates progressive advancement: Joined HBK in 2023 as Tax Manager after 6 years at PwC, promoted to Senior Tax Manager in 2025, reflects both technical mastery and leadership capabilities while building comprehensive tax advisory expertise across corporate, partnership, and individual taxation.

His credentials support sophisticated service: Bachelor’s degree in Accounting from University of New Hampshire, CPA certification in Pennsylvania, memberships in AICPA and PICPA, and commitment to annual CPE requirements maintaining cutting-edge tax knowledge in an evolving regulatory environment.

Kyle’s athletic background demonstrates dedication and teamwork: Former NCAA Division 1 scholarship athlete playing ice hockey at University of New Hampshire who also played minor professional hockey, demonstrating the same discipline, competitive excellence, and team-oriented approach he brings to client service.

Kyle’s personal interests reflect active engagement: Ice hockey coach and men’s league player, avid golfer, and frequent visitor to the Jersey Shore in summer, bringing the same passion and dedication from his athletic pursuits to professional practice.

For closely held businesses, high-net-worth individuals, and trusts requiring comprehensive tax advisory and compliance expertise, Kyle offers the combination of Senior Tax Manager leadership, Big Four experience, and proactive, education-focused service approach.