About this opportunity
DiLucci CPA lists this Tax Director - Financial Services opportunity in tallahassee, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Tax Advisory Manager
Schedule:
Full-Time, 40+ hours per week
Compensation: $120,00-$170,000 based on experience (bonus eligible)
Location:
Remote in TX, TN, or FL
Have a strong foundation in tax returns but feel ready for something more? If you’re tired of the repetitive cycle of compliance work and want to spend more of your time directly helping clients save money through proactive tax planning, this is your opportunity.
We do tax differently by going beyond compliance, uncovering opportunities others miss, and helping clients keep more of what they earn.
As a Senior Tax Planner, you’ll work directly with business owners to identify tax-saving opportunities, develop personalized strategies, and make a tangible difference in their financial lives. You’ll own your client relationships, lead planning conversations, and deliver 10–15 customized tax plans per month, followed by ongoing quarterly planning.
This is an opportunity to put your tax expertise to work in a more strategic, relationship-driven role where clients genuinely appreciate the value you bring. You’ll have the autonomy to own your work, make professional judgments, and collaborate with firm leadership on complex planning matters.
Tax Planning & Advisory
Lead initial tax planning consultations and independently identify opportunities for tax savings.
Design and deliver 10–15 customized tax plans per month for business-owner clients.
Advise on entity structure, tax elections, compensation strategies, deductions, and long-term tax optimization.
Translate complex tax strategies, risks, and tradeoffs into clear, actionable recommendations.
Client Relationships & Ongoing Planning
Own an assigned portfolio of tax planning clients and serve as their primary planning advisor.
Conduct quarterly planning meetings to review results, identify new opportunities, and adapt strategies as businesses evolve.
Help clients move from understanding their tax situation to taking action on their strategy.
Technical Execution & Quality
Review complex individual and business tax returns (1040, 1065, 1120S, and 1120) as needed to support planning recommendations.
Ensure tax plans are technically sound, compliant, and thoroughly documented.
Maintain high-quality workpapers and planning documentation in accordance with firm standards.
Partner with firm leadership on complex, high-risk, or non-routine planning matters.
Contribute ideas to improve tax planning processes, templates, and efficiency.
Independently deliver 10–15 high-quality tax plans per month.
Lead initial planning consultations confidently and without constant oversight.
Deliver tax strategies that clients understand, appreciate, and can act on.
5+ years of public accounting experience with a strong foundation in tax preparation and planning.
~ Demonstrated experience leading tax planning engagements from discovery through delivery.
~ Knowledge of federal and state tax law, entity structuring, and tax elections.
~ Paid time off and holidays
~ Fun Tax Energy
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.