Senior Tax Planner — Remote Client Advisory

DiLucci CPA Firm; Nashville (TN); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off and holidays

Growth-oriented team culture

Job summary

DiLucci CPA Firm seeks a Senior Tax Planner to advance beyond compliance and drive proactive tax strategies for business owners and real estate investors. You will own client relationships, lead planning discussions, and deliver 10–15 customized tax plans monthly with quarterly updates.

The role emphasizes strategic advisory work, autonomy, and collaboration with firm leadership on complex planning matters, including entity structure and tax elections.

Qualifications

• 3+ years of public accounting experience with a strong foundation 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 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 able to manage 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.

Skills

Tax planning

Client relations

Public accounting experience

Education

CPA license

Job description

DiLucci CPA Firm seeks a Senior Tax Planner to advance beyond compliance and drive proactive tax strategies for business owners and real estate investors. You will own client relationships, lead planning discussions, and deliver 10–15 customized tax plans monthly with quarterly updates.

The role emphasizes strategic advisory work, autonomy, and collaboration with firm leadership on complex planning matters, including entity structure and tax elections.