Senior Tax Planner - Future Opportunity

Senior Tax Planner

This is not an active role. Please submit an application if you would like to be considered for a future opportunity as a Tax Planner.

Schedule: Full-Time: 40+ hours per week (up to 60+ during tax season/as needed)

Compensation: $120,000 - $150,000 based on experience

Location: Remote in TX, TN, or FL

Role Overview

If you enjoy advising business owners through real, strategic tax planning—and want full ownership of client strategy and outcomes—our Senior Tax Planner role is for you.

DiLucci CPA Firm has been serving business owners and real estate investors since 2005. For nearly two decades, we’ve built a reputation for doing tax differently—by going deeper than compliance, telling clients the truth, and using the tax code strategically to protect and grow their wealth.

Our mission is simple: help clients keep more of what they earn while giving them clarity, confidence, and a long-term plan. We believe tax planning should be proactive, not reactive—and that great service comes from expertise, communication, and genuine care.

As a Senior Tax Planner at DiLucci CPA, you are the owner of tax strategy for a defined portfolio of business-owner clients. This is a senior, client-facing role built for a tax professional who wants real responsibility, real autonomy, and real impact—not layers of review or academic exercises.

You will lead tax planning conversations end-to-end: running initial strategy calls, designing and delivering 10–15 high-quality tax plans per month, and maintaining ongoing quarterly planning relationships with your clients. Your success is measured by clarity of strategy, quality of execution, and the confidence your clients have in your guidance.

This is not a training role and not a position for someone who needs constant oversight. You are expected to arrive ready to evaluate scenarios, make judgment calls, communicate clearly, and own outcomes. You’ll collaborate with firm leadership on complex or edge-case planning, but day-to-day execution is yours to run.

At DiLucci CPA, we work with serious business owners and hold ourselves to a high bar: Genuine Care, Great Communication, Speed to Learning, and Fun Tax Energy. This role sits at the center of that standard—and is designed for someone who wants to be trusted, relied on, and valued for their expertise.

Key Responsibilities

Tax Planning & Advisory Leadership

• 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

Ongoing Client Ownership

• 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

Technical Execution & Oversight

• 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

Collaboration & Firm Contribution

• 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

Role Expectations

• 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

Qualifications

• 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:

• Competitive Salary

• Health Benefits

• Paid Time Off and Holidays

• Supportive, Growth-Oriented Team Culture

Our core vision & values:

Vision:

To make valuable tax and accounting education and services available to everyone.

Non-Negotiable Values:

1) Fun Tax Energy (FTE)

• Bring Positive Energy – Approach your work with focus and enthusiasm knowing that your energy is contagious.

• Operational Excellence - Do great work because we care about being the best. We take pride in the details, raise the standard, and treat excellence as part of the job.

2) Speed Drives Results

• End of Day Mentality - Move with urgency. We do not let work sit when it can be finished, advanced, clarified, or unblocked today.

• Grow Through Action – Pursue learning, skill-building, and progress by doing. Ask questions to learn not just what to do, but why it matters.

3) Own the Outcome

• Resourceful Problem-Solving – We do not stop at the first obstacle. We ask better questions, find the right resources, and keep moving until the problem is solved.

• Fierce Independence – Follow through on what you say you will do and take responsibility for outcomes under your control.

• Communicate Early and Clearly – We share status, raise issues early, and make sure the next step is clear before confusion becomes a problem.