Senior Tax Planner - Remote Client Advisory

DiLucci CPA Firm; Nashville (TN); Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off and holidays

Grow with a supportive, growth‑oriente

Bonus eligible

Job summary

DiLucci CPA Firm is seeking a Senior Tax Planner to move beyond compliance and actively help clients save money through proactive tax planning. You will own client relationships, lead planning conversations, and deliver 10–15 customized tax plans per month, with ongoing quarterly planning.

Based in a remote role serving clients across TX, TN, and FL, you will collaborate with firm leadership on complex planning matters and have the autonomy to drive client outcomes.

Qualifications

• 5+ years of public accounting experience 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.

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

Tax planning

Client advisory

Communication skills

Education

CPA license

Job description

DiLucci CPA Firm is seeking a Senior Tax Planner to move beyond compliance and actively help clients save money through proactive tax planning. You will own client relationships, lead planning conversations, and deliver 10–15 customized tax plans per month, with ongoing quarterly planning.

Based in a remote role serving clients across TX, TN, and FL, you will collaborate with firm leadership on complex planning matters and have the autonomy to drive client outcomes.