Remote Senior Tax Planner for Business Owners

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

Benefits offered by this job

Health benefits

401(k)

Paid time off

Growth-oriented culture

Job summary

DiLucci CPA Firm is seeking a Tax Advisory Senior to focus beyond compliance and deliver proactive tax planning for business owners and real estate investors. You will own client relationships, lead planning conversations, and craft 10-15 customized plans per month while collaborating with firm leadership on complex matters.

This remote role supports TX, TN, or FL and offers a compensation range of $90,000-$120,000 based on experience with bonus eligibility.

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.
• 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

Client relationships

Communication

Analytical thinking

Education

CPA license

Job description

DiLucci CPA Firm is seeking a Tax Advisory Senior to focus beyond compliance and deliver proactive tax planning for business owners and real estate investors. You will own client relationships, lead planning conversations, and craft 10-15 customized plans per month while collaborating with firm leadership on complex matters.

This remote role supports TX, TN, or FL and offers a compensation range of $90,000-$120,000 based on experience with bonus eligibility.