Logo for DiLucci CPA Firm

Tax Senior

Role overview

Qualifications

  • CPA, EA, or relevant certification (preferred)
  • 4+ years of U.S. tax preparation and review experience
  • Strong knowledge of U.S. tax laws and regulations
  • Excellent communication and client management skills

Responsibilities

  • Perform final reviews of tax returns (accuracy, completeness, compliance)
  • Serve as a primary point of contact for clients
  • Work closely with tax preparers to ensure quality and timeliness
  • Maintain accurate records of client interactions and decisions

Key facts

Hard skills

Other skills

  • Detail Oriented
  • Organizational Skills
  • Open Mindset
  • Problem Solving
  • Communication
  • Teamwork
  • Time Management

About the company

DiLucci CPA Firm logo

DiLucci CPA Firm

  • Accounting, Audit & Tax
  • 11–50
We provide accounting, tax, and tax resolution services that financially empower our clients, as individuals and business owners. Our firm works to foster long-term growth in our clients’ businesses by providing high-quality, cost-efficient, and value-added tax, accounting, and bookkeeping services. We also specialize in representing taxpayers before the IRS, providing solutions to keep the IRS out of your life forever. Our Values: Genuine Care & Communication: We believe in building real relationships through honest, clear, and proactive communication. Whether with clients or teammates, we approach every interaction with authenticity, humility, empathy, and a commitment to providing real value. Fun Tax Energy: We love what we do and bring both positive energy and a commitment to excellence into every aspect of our work. Our dedication is reflected in the quality of our service and the care we put into each task, consistently upholding high standards with integrity and enthusiasm. Fun Tax Energy: We love what we do and bring both positive energy and a commitment to excellence into every aspect of our work. Our dedication is reflected in the quality of our sSpeed to Learning: We stay ahead of the curve by rapidly adapting to new tax laws, strategies, and systems. We don’t just learn—we apply our knowledge immediately, ensuring our clients and team always benefit from the latest insights. Check out our open jobs here: https://jasminedilucci.com/recruiting

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Tax Senior

Schedule: Full-Time, 40+ hours per week
Compensation:
$70,000–$110,000 based on experience (bonus eligible)
Location:
Remote in TX, TN, or FL

Role Overview

If you enjoy speaking with clients, reviewing tax returns, and helping clients feel confident in their tax position—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 and long-term direction.

As a Tax Senior, you will lead client communication and perform final reviews of tax returns, ensuring accuracy, compliance, and a seamless client experience.

This is a high-impact, client-facing role for someone who values precision, communication, and ownership.

Key Responsibilities

Tax Review & Compliance
  • Perform final reviews of tax returns (accuracy, completeness, compliance)

  • Identify and resolve issues proactively

  • Ensure all filings meet current U.S. tax regulations

Client Relationships & Ongoing Planning
  • Serve as a primary point of contact for clients

  • Explain tax positions and filings clearly and confidently

  • Respond to client questions with professionalism and care

Team Collaboration
  • Work closely with tax preparers to ensure quality and timeliness

  • Provide feedback and maintain high standards across deliverables

Quality & Documentation
  • Maintain accurate records of client interactions and decisions

  • Ensure all work aligns with firm processes and standards

Qualifications

  • CPA, EA, or relevant certification (preferred)

  • Experience in income tax processing is preferred.

  • 4+ years of U.S. tax preparation and review experience

  • Strong knowledge of U.S. tax laws and regulations

  • Experience with tax software and accounting systems

  • Excellent communication and client management skills

  • High attention to detail and strong organizational ability

  • Ability to manage multiple deadlines in a fast-paced environment

  • Proactive, client-focused mindset

Benefits

  • Competitive salary based on experience

  • Health benefits

  • 401(k)

  • Paid time off and holidays

  • Supportive, growth-oriented team culture

Our Vision & Values

Our culture is built around three non-negotiable values:

1. Fun Tax Energy
  • Bring Positive Energy: Approach your work with enthusiasm, knowing your energy influences the people around you.

  • Operational Excellence: Take pride in the details, deliver exceptional work, and continuously raise the standard.

2. Speed Drives Results
  • End-of-Day Mentality: Move with urgency and advance work whenever possible instead of letting it sit.

  • Grow Through Action: Learn by doing, ask thoughtful questions, and continuously develop your expertise.

3. Own the Outcome
  • Resourceful Problem-Solving: Find solutions, work through obstacles, and keep moving forward.

  • Fierce Independence: Take responsibility for your commitments and follow through.

  • Communicate Early and Clearly: Keep clients and teammates informed, raise issues early, and make the next step clear.

Related jobs

See all jobs

Other jobs at DiLucci CPA Firm