Tax Plan Associate

Location: Remote (Philippines)

Schedule: Full-Time (40+ hours per week, depending on business needs)

Working Hours: U.S. Central Time (CST)

About the Role

If you're looking to build strong fundamentals in U.S. taxation, work on real client cases, and grow inside a high-performance accounting firm—this role is for you.

DiLucci CPA Firm has been serving business owners and real estate investors since 2005. We're known for going beyond compliance—using the tax code strategically to help clients keep more of what they earn while giving them clarity, confidence, and long-term direction.

As a Tax Planning Associate, you will support the implementation of tax planning strategies for business owners and real estate investors. You will assist with tax research, analysis, client deliverables, tax projections, and strategic planning initiatives while working closely with senior tax planners and advisors. This role is ideal for someone who wants to move beyond tax compliance and develop expertise in proactive tax strategy.

Responsibilities

Tax Planning Support

Assist in implementing tax planning strategies for business owners and real estate investors

Gather, organize, and analyze client financial information to support planning recommendations

Assist with tax projections, scenario modeling, and tax savings calculations

Support the preparation of tax planning deliverables, reports, and client presentations

Conduct tax research and summarize findings for senior tax planners

Documentation & Project Coordination

Maintain organized client files, planning documents, and implementation trackers

Upload, track, and manage client documents within internal systems

Monitor progress of tax planning action items and implementation deadlines

Support the team in keeping planning workflows efficient and up to date

Client Support

Assist in responding to client inquiries and requests

Help ensure a smooth and professional client experience

Follow up on client action items related to tax planning implementations and recommendations

Team Collaboration

Work closely with senior tax professionals and managers

Apply feedback quickly to improve accuracy and efficiency

Support the team in executing tax planning engagements and strategic client initiatives

Qualifications

At least 2 years of US tax or accounting experience

Strong understanding of U.S. taxation concepts and tax-saving strategies

Experience reviewing tax returns and financial statements for planning opportunities

Experience supporting tax planning, tax advisory, accounting, bookkeeping, or tax compliance functions

With CPA, EA, or Tax Certifications is a plus

Strong analytical and problem-solving skills

Ability to interpret tax returns and identify planning opportunities

Comfortable working with financial statements and business financial data

Interest in tax strategy, advisory services, and long-term client outcomes

Good written and verbal English communication skills

Comfortable using accounting or tax software

Reliable, proactive, and team-oriented

Must have prior experience working U.S. business hours and collaborating with U.S.-based teams

Must own a Windows laptop/computer that meets the technical requirements of the role

Must have a stable high-speed internet connection and a reliable backup internet solution

Must have a dedicated, professional home office workspace free from distractions

Why Join Us

100% Remote

Work directly with seasoned U.S. tax professionals

Hands-on experience with real client work

Clear growth path into senior tax roles

Supportive, fast-paced learning environment

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.