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 pl

📌 Tax Plan Associate (India)
🏢 DiLucci CPA Firm
📍 India