Senior Tax Planner — Lead End-to-End Strategy for Owners

DiLucci CPA Firm; United States; In loco; USD 85.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid time off

Holidays

Descrizione del lavoro

DiLucci CPA Firm is seeking a Senior Tax Planner to lead strategic tax planning for business owners and real estate investors. In this role, you will manage the entire tax planning process, delivering customized plans and maintaining ongoing client relationships. The ideal candidate has over 5 years of public accounting experience, a CPA license, and a strong capacity to communicate complex tax strategies clearly to clients. Join us in a high-autonomy environment that values genuine care and great communication.

Competenze

• 5+ years of experience in public accounting focused on tax planning.
• Ability to handle client engagements independently.
• Advanced knowledge of individual and business tax returns.

Mansioni

• Lead initial tax planning discussions with new business clients.
• Design and deliver high-quality customized tax plans.
• Maintain ongoing client relationships with quarterly meetings.

Conoscenze

Tax planning leadership

Client communication

Entity structuring

Detail-oriented

Formazione

CPA or EA with planning experience

Descrizione del lavoro

DiLucci CPA Firm is seeking a Senior Tax Planner to lead strategic tax planning for business owners and real estate investors. In this role, you will manage the entire tax planning process, delivering customized plans and maintaining ongoing client relationships. The ideal candidate has over 5 years of public accounting experience, a CPA license, and a strong capacity to communicate complex tax strategies clearly to clients. Join us in a high-autonomy environment that values genuine care and great communication.