Remote Senior Tax Planner for Business Owners

DiLucci CPA Firm; Tennessee; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off and holidays

Supportive, growth-oriented team文化

Job summary

DiLucci CPA Firm is seeking a Tax Advisory Senior to move beyond compliance into proactive planning. You will work directly with business owners to uncover tax-saving opportunities, design personalized strategies, and deliver 10-15 customized plans each month.

Based in a remote-friendly role, you’ll own client relationships, lead planning conversations, and collaborate with leadership on complex issues while helping clients keep more of what they earn.

Qualifications

• 3+ 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.

Job description

DiLucci CPA Firm is seeking a Tax Advisory Senior to move beyond compliance into proactive planning. You will work directly with business owners to uncover tax-saving opportunities, design personalized strategies, and deliver 10-15 customized plans each month.

Based in a remote-friendly role, you’ll own client relationships, lead planning conversations, and collaborate with leadership on complex issues while helping clients keep more of what they earn.