Tax Advisory Manager

DiLucci CPA

18d•$120,000 - $170,000•Remote

About The Position

DiLucci CPA Firm is hiring a Tax Advisory Manager for a remote role in Texas, Tennessee, or Florida. The firm has served business owners and real estate investors since 2005 and focuses on proactive tax planning in addition to compliance work. The role works directly with business-owner clients to identify tax-saving opportunities, develop personalized strategies, own client relationships, and lead planning conversations. The position is expected to deliver 10–15 customized tax plans per month, followed by ongoing quarterly planning. It offers autonomy to make professional judgments and collaboration with firm leadership on complex planning matters. The successful candidate will independently lead consultations and planning engagements, advise clients on tax strategies, and translate complex technical concepts into actionable recommendations. They will manage an assigned portfolio, serve as the primary planning advisor, and support recommendations with technical review of complex individual and business tax returns. The role also involves maintaining sound, compliant, well-documented plans and workpapers, managing deadlines, and contributing to improvements in planning processes and efficiency. The firm describes its culture through three values: positive energy and operational excellence; urgency and development through action; and ownership through resourceful problem-solving, independence, and clear communication. Compensation is listed as $120,000–$170,000 based on experience, with bonus eligibility.

Requirements

At least 5 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; experience with clients with $1M–$10M+ in gross receipts is ideal.
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 ability to explain complex concepts to non-technical clients.
Highly organized and detail-oriented, with the ability to manage a client portfolio independently.
Active CPA license required.
Ability to independently deliver 10–15 high-quality tax plans per month.
Ability to lead initial planning consultations confidently without constant oversight.
Ability to manage deadlines, prioritize effectively, and communicate clearly.

Nice To Haves

Experience advising business owners with $1M–$10M+ in gross receipts.

Responsibilities

Lead initial tax planning consultations and independently identify tax-saving opportunities.
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.
Explain complex tax strategies, risks, and tradeoffs in clear, actionable terms.
Own an assigned portfolio of tax planning clients and serve as their primary planning advisor.
Conduct quarterly planning meetings to review results, identify opportunities, and adapt strategies as businesses evolve.
Build trusted client relationships through proactive communication, responsiveness, and service.
Help clients understand their tax situation and take action on their strategies.
Review complex individual and business tax returns, including Forms 1040, 1065, 1120S, and 1120, as needed to support planning recommendations.
Ensure 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 high work standards.
Contribute ideas to improve tax planning processes, templates, and efficiency.
Take ownership of outcomes and communicate proactively when challenges arise.