Sr. Tax Advisor

Posted last week

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

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.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Tax Preparation
Tax Law
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:5 days ago
  • Interviewing:
    10
  • Invites sent:
    30
  • Unanswered invites:
    14
About the client
Member since Dec 7, 2016
  • United States
    Irving9:49 PM
  • $92K total spent
    42 hires, 11 active
  • 8,935 hours
  • Finance & Accounting
    Mid-sized company (10-99 people)

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