Remote Senior Tax Planner - Proactive Tax Strategy

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

Benefits offered by this job

Health benefits

401(k)

Paid time off

Supportive team culture

Job summary

DiLucci CPA Firm is seeking a Tax Advisory Senior to advance proactive tax planning for business owners. This remote role (TX/TN/FL) offers $90,000–$120,000 with bonus eligibility.

You will own client relationships and lead 10–15 customized tax plans monthly with strategic planning beyond compliance. Candidates need 3+ years in public accounting tax, strong communication, and an active CPA license, with experience advising $1M–$10M+ receipts.

Qualifications

• 3+ years in public accounting tax prep and planning.
• Experience leading tax planning engagements from discovery to delivery.
• Advising business owners, typically with $1M–$10M+ gross receipts.
• Strong knowledge of Forms 1040, 1065, 1120S, and 1120.
• Excellent communication and ability to explain complex concepts.
• Active CPA license is 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 and adapt strategies as businesses evolve.
• Maintain high-quality workpapers and planning documentation in accordance with firm standards.

Skills

Tax planning

Client relations

Communication

Organization

CPA license

Job description

DiLucci CPA Firm is seeking a Tax Advisory Senior to advance proactive tax planning for business owners. This remote role (TX/TN/FL) offers $90,000–$120,000 with bonus eligibility.

You will own client relationships and lead 10–15 customized tax plans monthly with strategic planning beyond compliance. Candidates need 3+ years in public accounting tax, strong communication, and an active CPA license, with experience advising $1M–$10M+ receipts.