Remote Tax Planning Lead for Business Owners

DiLucci CPA Firm; Florida; Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off and holidays

Supportive, growth-oriented team

Job summary

DiLucci CPA Firm in the United States is seeking a Senior Tax Planner to move beyond compliance and focus on proactive tax strategies for business owners and real estate investors. You will own client relationships, lead planning conversations, and deliver 10–15 customized tax plans per month, with quarterly reviews and ongoing strategy refinement.

This remote role offers a full-time schedule with 40+ hours per week and a compensation range of $120,000 to $170,000, plus bonus eligibility and

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.

Job description

DiLucci CPA Firm in the United States is seeking a Senior Tax Planner to move beyond compliance and focus on proactive tax strategies for business owners and real estate investors. You will own client relationships, lead planning conversations, and deliver 10–15 customized tax plans per month, with quarterly reviews and ongoing strategy refinement.

This remote role offers a full-time schedule with 40+ hours per week and a compensation range of $120,000 to $170,000, plus bonus eligibility and