Remote Senior Tax Planner & Client Advisory Lead

DiLucci CPA Firm; Oregon; Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off and holidays

Growth-oriented team culture

Job summary

DiLucci CPA Firm is hiring a Senior Tax Planner to transform how business owners save money through proactive tax planning. You will own client relationships, lead planning conversations, and deliver 10-15 customized tax plans monthly, with ongoing quarterly planning.

This role emphasizes strategic, relationship-driven work, autonomy, and collaboration with firm leadership on complex planning matters. Strong tax and CPA credentials are essential for success.

Qualifications

• 5+ years of public accounting experience with a strong foundation in tax preparation and planning.
• Demonstrated experience leading tax planning engagements from discovery through delivery.
• Experience advising business owners, ideally with $1M-$10M+ in gross receipts.
• Strong technical knowledge of Forms 1040, 1065, 1120S, and 1120.
• Knowledge of federal and state tax law, entity structuring, and tax elections.
• Excellent communication skills and the ability to explain complex concepts to non-technical clients.
• Highly organized, detail-oriented, and comfortable managing a client portfolio independently.
• Active CPA license required.

Responsibilities

• Lead initial tax planning consultations and independently identify opportunities for tax savings.
• Design and deliver 10-15 customized tax plans per month for business-owner clients.
• Advise on entity structure, tax elections, compensation strategies, deductions, and long-term tax optimization.
• Translate complex tax strategies, risks, and tradeoffs into clear, actionable recommendations.
• Own an assigned portfolio of tax planning clients and serve as their primary planning advisor.
• Conduct quarterly planning meetings to review results, identify new opportunities, and adapt strategies as businesses evolve.
• Build trusted relationships through proactive communication, responsiveness, and exceptional service.
• Help clients move from understanding their tax situation to taking action on their strategy.
• Review complex individual and business tax returns (1040, 1065, 1120S, and 1120) as needed to support planning recommendations.
• Ensure tax plans are technically sound, compliant, and thoroughly documented.
• Maintain high-quality workpapers and planning documentation in accordance with firm standards.
• Partner with firm leadership on complex, high-risk, or non-routine planning matters.
• Manage multiple client engagements and deadlines while maintaining a high standard of work.
• Contribute ideas to improve tax planning processes, templates, and efficiency.
• Take ownership of outcomes and communicate proactively when challenges arise.

Skills

Tax planning

Public accounting

Client advisory

Communication

Leadership

Education

CPA license

Public accounting background

Job description

DiLucci CPA Firm is hiring a Senior Tax Planner to transform how business owners save money through proactive tax planning. You will own client relationships, lead planning conversations, and deliver 10-15 customized tax plans monthly, with ongoing quarterly planning.

This role emphasizes strategic, relationship-driven work, autonomy, and collaboration with firm leadership on complex planning matters. Strong tax and CPA credentials are essential for success.