Senior Tax Planner & Advisory Leader (Remote)

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

Benefits offered by this job

Health benefits

401(k)

Paid time off and holidays

Bonus eligible

Job summary

DiLucci CPA Firm is seeking a Tax Advisory Senior to join a proactive tax planning practice. You’ll work directly with business owners to identify savings opportunities, develop personalized strategies, and deliver 10-15 customized tax plans per month, followed by ongoing quarterly planning.

You’ll own client relationships, lead planning conversations, and collaborate with leadership on complex matters, enjoying autonomy and the ability to impact clients’ financial outcomes.

Qualifications

• 3+ 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 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 experience

Tax preparation

Tax planning

Client communication

Independent portfolio management

Education

CPA license

Job description

DiLucci CPA Firm is seeking a Tax Advisory Senior to join a proactive tax planning practice. You’ll work directly with business owners to identify savings opportunities, develop personalized strategies, and deliver 10-15 customized tax plans per month, followed by ongoing quarterly planning.

You’ll own client relationships, lead planning conversations, and collaborate with leadership on complex matters, enjoying autonomy and the ability to impact clients’ financial outcomes.