Senior Tax Planner & Advisor (Remote)

DiLucci CPA Firm; Lorida (FL); Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off and holidays

Growth-oriented team culture

Competitive salary

Job summary

DiLucci CPA Firm is seeking a Senior Tax Planner to partner with business owners, identify opportunities, and deliver personalized tax plans. You will own client relationships, lead planning conversations, and drive proactive tax strategies in a remote setting.

You will review complex returns as needed, ensure plans are compliant, and collaborate with firm leadership on high-impact planning matters. This role rewards initiative, clear communication, and a measurable impact on clients’ finances.

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.
• 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.

Skills

Communication

Leadership

Client relationships

Education

CPA license

Job description

DiLucci CPA Firm is seeking a Senior Tax Planner to partner with business owners, identify opportunities, and deliver personalized tax plans. You will own client relationships, lead planning conversations, and drive proactive tax strategies in a remote setting.

You will review complex returns as needed, ensure plans are compliant, and collaborate with firm leadership on high-impact planning matters. This role rewards initiative, clear communication, and a measurable impact on clients’ finances.