Senior Tax Planner & Advisory Lead (Remote)

DiLucci CPA Firm; Austin (TX); Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off

Growth-focused team

Job summary

DiLucci CPA Firm seeks a Senior Tax Planner to move beyond compliance, partnering with business owners to identify tax-saving opportunities and deliver 10–15 customized tax plans monthly. You’ll own client relationships, lead planning conversations, and collaborate with firm leadership on complex planning matters.

Remote in TX/TN/FL, CPA required, 5+ years in public accounting, and a competitive salary with benefits including health, 401(k), PTO, and growth‑oriented culture.

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 seeks a Senior Tax Planner to move beyond compliance, partnering with business owners to identify tax-saving opportunities and deliver 10–15 customized tax plans monthly. You’ll own client relationships, lead planning conversations, and collaborate with firm leadership on complex planning matters.

Remote in TX/TN/FL, CPA required, 5+ years in public accounting, and a competitive salary with benefits including health, 401(k), PTO, and growth‑oriented culture.