Top 3906 Senior Planner Jobs

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Senior Tax Planner

DiLucci CPA Firm
Remote

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Job Details

Full-time
$200,000 - $300,000 a year
6 days ago

Benefits

Unlimited paid time off
401(k)
Work from home
Paid sick time

Qualifications

Corporate tax expertise
Teamwork
CPA
Handling wage garnishments
Public accounting
Partnership tax expertise
State tax
Income tax planning
Attention to detail
Accounting firm experience

Full Job Description

Role Overview

If you enjoy advising business owners through real, strategic tax planning—and want full ownership of client strategy and outcomes—our Sr. 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 hold ourselves to a high bar: Genuine Care, Great Communication, Speed to Learning, and Fun Tax Energy. We believe tax planning should be proactive, not reactive—and that great service comes from expertise, communication, and genuine care.

As our Sr. Tax Planner you will have the opportunity to 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 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.

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

Requirements

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)

Location:

Remote, required in US

Job Type: Full-time

Compensation:

$120,000-150,000 Base Salary
OTE With Bonus Incentives: $200,000-$300,000

Our Core Values

1. Bring Fun Tax Energy

We're genuinely obsessed with tax — the rules, the strategy, the wins for clients — and that obsession is contagious. We show up with real energy, take pride in the work, and make the experience good for each other and for the client. A great attitude isn't soft; it makes the work better and the people around us better.

2. Speed Drives Results

We love to win, and winning means getting it done. Immediately. We learn fast, adapt fast, and move — because knowing the answer isn't the job, acting on it is. Momentum compounds: the faster we turn knowledge into action, the better the outcome for the client and the firm.

3. Own the Outcome

The result is yours, full stop. We don't love excuses, even if they are real — we love getting results. We don't hand off problems, we solve them. We follow through on what we said we'd do, and when something's in the way, we do what it takes to get it done. No "not my job."

Pay: $200,000.00 - $300,000.00 per year

Benefits:

401(k)
Paid sick time
Unlimited paid time off
Work from home

Application Question(s):

Are you currently CPA-eligible or already a licensed CPA (based on your state’s requirements)?
How many years of experience do you have serving business owners with $1M–$10M+ in gross receipts

How many tax plans have you completed in the last 6 months?

Experience:

Public accounting: 5 years (Required)
Tax Return Review: 1 year (Required)
Tax Planning: 5 years (Required)

Work Location: Remote

Quick Apply

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