Remote Senior Tax Planner — Own Client Tax Strategy
Wisconsin, USA
Listed on 2026-10-10
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Finance & Banking
Accounting & Finance, Financial Reporting -
Accounting
Accounting & Finance, Financial Reporting
DiLucci CPA Firm is seeking aSenior Tax Planner who will own tax strategy for a defined portfolio of business-owner clients. You will run discovery calls, design and deliver 10–15 high-quality tax plans per month, and maintain quarterly planning relationships.
This senior, client-facing role offers autonomy with minimal oversight and collaboration with firm leadership on complex planning. Emphasis on proactive communication and delivering tangible tax outcomes.
Are you ready to take on the Remote Senior Tax Planner — Own Client Tax Strategy role at DiLucci CPA Firm?
The position is based in Town of Texas, WI, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 120..
This role offers the option to work remotely.
We aim to respond to suitable candidates as soon as possible.
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