Senior Tax Planner - Remote for Business Owners

DiLucci CPA Firm; Lorida (FL); 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 is seeking a Senior Tax Planner who will partner with business owners to identify tax-saving opportunities and deliver 10-15 customized plans per month. You will own client relationships and lead proactive advisory work in a remote role across TX, TN, or FL.

You’ll apply strong knowledge of Form 1040/1065/1120S/1120, design strategies, and ensure plans are compliant, well documented, and actionable, contributing to client outcomes and firm growth.

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 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

Client advisory

Tax planning

Communication skills

Time management

Job description

DiLucci CPA Firm is seeking a Senior Tax Planner who will partner with business owners to identify tax-saving opportunities and deliver 10-15 customized plans per month. You will own client relationships and lead proactive advisory work in a remote role across TX, TN, or FL.

You’ll apply strong knowledge of Form 1040/1065/1120S/1120, design strategies, and ensure plans are compliant, well documented, and actionable, contributing to client outcomes and firm growth.