Senior Tax Planner

DiLucci CPA•TX, FL, TN, TX

23d•$120,000 - $150,000•Remote

About The Position

DiLucci CPA Firm is hiring a Senior Tax Planner to own tax strategy and outcomes for a defined portfolio of business-owner clients. The firm has served business owners and real estate investors since 2005 and focuses on proactive strategic tax planning, communication, and helping clients protect and grow their wealth. This is a senior, autonomous, client-facing role—not a training position. The planner leads tax planning conversations end-to-end, including initial strategy calls, designing and delivering 10–15 customized plans per month, and maintaining quarterly planning relationships. Success is measured by the clarity of the strategy, quality of execution, and clients’ confidence in the guidance they receive. The planner collaborates with firm leadership on complex or high-risk matters while independently managing day-to-day execution, client relationships, and deadlines. The role is full-time, with a schedule of 40 or more hours per week and up to 60 or more during tax season or as needed. Compensation is $120,000–$150,000 based on experience. The position is remote in Texas, Tennessee, or Florida.

Requirements

At least 5 years of public accounting experience, with a strong emphasis on tax planning.
Demonstrated experience leading tax planning engagements end-to-end.
Experience serving business owners with $1 million–$10 million or more in gross receipts.
Advanced experience with Forms 1120S, 1065, 1120, and 1040.
Strong knowledge of federal and state tax law, entity structuring, and elections.
Proven ability to explain complex tax concepts clearly to non-technical clients.
Highly organized and detail-oriented, with the ability to manage a full client load independently.
CPA required.

Responsibilities

Lead initial tax planning discovery calls with new clients and independently assess planning opportunities.
Design, finalize, and deliver 10–15 customized tax plans per month for business-owner clients.
Advise clients on entity structure, elections, compensation strategies, deductions, and long-term tax optimization.
Explain complex tax strategies, risks, and tradeoffs clearly to business owners.
Maintain an assigned portfolio of tax planning clients and meet with them quarterly.
Serve as the primary tax planning advisor for clients throughout the year.
Proactively identify planning opportunities as client circumstances and business activities change.
Review complex individual and business tax returns (1040, 1065, 1120S, and 1120) as needed to support planning.
Ensure tax plans and recommendations are technically sound, compliant, and documented.
Maintain high-quality workpapers and planning documentation in accordance with firm standards.
Partner with leadership on complex, high-risk, or non-routine planning matters.
Manage multiple engagements and deadlines in a high-volume environment.
Contribute to improving tax planning processes, templates, and internal efficiency.
Uphold firm values through proactive communication, accountability, and attention to detail.
Conduct initial tax planning consultations independently, meet deadlines consistently, and communicate proactively when issues arise.
Maintain client satisfaction and retention through a quarterly planning cadence.