DiLucci CPA Firm · 1 month ago
Senior Tax Planner
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $150K/yr
5+ years expDiLucci CPA Firm has been serving business owners and real estate investors since 2005. As a Senior Tax Planner, you will lead tax planning conversations, design and deliver customized tax plans, and maintain ongoing relationships with clients, ensuring clarity of strategy and quality execution.
AccountingConsultingFinancial ServicesTax Preparation
Hiring Manager
Jasmine DiLucci, JD, CPA, EA
Responsibilities
Lead initial tax planning discovery calls with new clients and assess planning opportunities independently
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
Clearly explain complex tax strategies, risks, and tradeoffs in a way business owners understand
Maintain an assigned book of tax planning clients and meet with them on a quarterly basis
Serve as the primary tax planning advisor for your clients throughout the year
Proactively identify new planning opportunities as client facts and business activities change
Review complex individual and business tax returns (1040, 1065, 1120S, 1120) as needed to support planning
Ensure all tax plans and recommendations are technically sound, compliant, and well-documented
Maintain high-quality workpapers and planning documentation in alignment 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
Independently handle 10–15 tax plan deliveries per month
Conduct initial tax planning consultations without hand-holding
Maintain strong client satisfaction and retention through quarterly planning cadence
Meet deadlines consistently and communicate proactively when issues arise
Qualification
Required
5+ years of experience in public accounting, with a strong emphasis on tax planning
Demonstrated experience leading tax planning engagements end-to-end
Experience serving business owners with $1M–$10M+ in gross receipts
Advanced experience with 1120S, 1065, 1120, and 1040
Strong knowledge of federal and state tax law, entity structuring, and elections
Proven ability to communicate complex tax concepts clearly to non-technical clients
Highly organized, detail-oriented, and capable of managing a full client load independently
CPA required (or actively licensed EA with significant planning experience)
Benefits
Health benefits
Paid time off & holidays
High-autonomy role with strong leadership support (not micromanagement)
Collaborative, performance-driven culture
Company
DiLucci CPA Firm
DiLucci CPA Firm provides bookkeeping, cashflow management, financial analysis, IRS tax resolution, tax planning & tax preparation services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase