Job Opening

Tax Planner

Full Time

Medical

Role

As a Tax Planner at DiLucci CPA Firm, you’ll work directly with clients to implement proactive, strategic tax plans that protect their cash and minimize their IRS burden. You’ll also collaborate with our internal team to ensure each client’s plan is integrated across bookkeeping, tax preparation, and compliance.

At DiLucci CPA, our values—Genuine Care, Great Communication, and Speed to Learning—guide every part of our work. In this role, you’ll embody those values by educating clients, proactively uncovering savings opportunities, and ensuring their strategy evolves as their business grows.

The core of this role is strategy, planning, and client relationships. If you're an EA or CPA who thrives in fast-paced environments and loves simplifying tax law into actionable insights—this could be the perfect fit.

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

  • EA or CPA license required

  • 3–5+ years experience in tax planning or client-facing advisory work

  • 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.

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