Job Opening

Tax Planner

Full Time

Medical

Role

As a Tax Planner at DiLucci CPA Firm, you’ll work directly with Jasmine DiLucci to research complex tax issues, craft strategic plans, and help clients implement proactive strategies that minimize their IRS burden and keep more of what they earn. You’ll also collaborate with our internal team to ensure every plan is rooted in solid return prep and integrated across compliance, bookkeeping, and planning.

At DiLucci CPA, our values—Genuine Care, Great Communication, and Speed to Learning—are at the heart of how we serve clients and grow as professionals. In this role, you’ll embody those values by elevating how you research and approach tax law, while deepening your planning expertise alongside a mentor who thrives on tackling the tough questions.

This role is perfect for a CPA or Tax Attorney with 3–7 years of experience, including a solid background in tax return preparation. If you’re on the rise in your career, eager to sharpen your strategic thinking, and excited to work in a high-growth, fully remote environment—this could be your next big move..

What we offer you:

✔️ Ownership of your client portfolio with autonomy to drive strategy

✔️ Direct access to Jasmine and senior team members for ongoing training and support

✔️ A growth path with opportunity to shape our tax planning systems

✔️ Remote flexibility and a mission-driven, collaborative culture

Key Responsibilities

Meet with clients to deliver and explain strategic tax plans
Design and implement proactive tax strategies tailored to each client’s situation
Collaborate with internal team to ensure seamless handoff and implementation
Identify mid-year opportunities to update or adjust strategies
Maintain strong relationships through clear communication and education
Stay up to date on changes in tax law, especially small business and real estate

Results

Clients feel confident in their tax strategy and understand the “why” behind it
All planning deliverables are accurate, customized, and delivered on time
Opportunities for tax savings are identified well in advance of deadlines
Clients receive consistent, expert guidance across all touchpoints
Our internal systems and processes are strengthened with your feedback

Requirements

Tax Attorney or CPA license required
3–7+ years experience (including experience with tax return preparation)
Strong communication skills and ability to simplify complex tax concepts
Confident in reading and interpreting tax returns and financial reports
Detail-oriented and deadline-driven
Open to learning and evolving with our firm’s processes and planning systems

Location

Remote

Benefits

Remote work flexibility
Unlimited PTO
Sick days
Collaborative, values-driven team

DiLucci CPA Core Values

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and let them shine through with every interaction.

Genuine Care

We believe in building real relationships through honesty and empathy. Whether with clients or teammates, we approach every interaction with authenticity and a commitment to providing real value.

Communication

Great communication is at the core of everything we do. We prioritize clarity, transparency, and providing value in every conversation, ensuring that everyone feels informed, supported, and heard.

Speed to Learning & Implementation

We value quick learning, a strong work ethic, and a go-getter attitude. Our team rapidly absorbs new information, adapts to challenges, and takes immediate action to deliver results, ensuring we stay ahead and drive success.

Fun Tax Energy (FTE)

We love what we do and bring both positive energy and a commitment to excellence into every aspect of our work. Our dedication is reflected in the quality of our service and the care we put into each task, consistently upholding high standards with integrity and enthusiasm.

Apply Now