Remote Tax Planning Senior — Proactive Owner Advisory

DiLucci CPA Firm; Tallahassee (FL); 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

Job summary

DiLucci CPA Firm is seeking a Senior Tax Planner to work closely with business owners and real estate investors, focusing on proactive tax planning rather than routine compliance. You’ll own client relationships, lead planning conversations, and deliver 10–15 customized tax plans per month, with quarterly reviews.

You’ll thrive if you enjoy solving tax challenges, communicating with clients, and making a tangible financial impact through strategic planning and collaboration with leadership.

Qualifications

• 3+ years of public accounting experience with a strong foundation in tax preparation and planning.
• 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.
• Excellent communication skills and the ability to explain complex concepts to non-technical clients.
• 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.

Skills

Public accounting

Tax planning

Client advisory

Lead engagements

Communication

Education

CPA license

Job description

DiLucci CPA Firm is seeking a Senior Tax Planner to work closely with business owners and real estate investors, focusing on proactive tax planning rather than routine compliance. You’ll own client relationships, lead planning conversations, and deliver 10–15 customized tax plans per month, with quarterly reviews.

You’ll thrive if you enjoy solving tax challenges, communicating with clients, and making a tangible financial impact through strategic planning and collaboration with leadership.