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 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% Work from home 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."

Application Question(s):

- Do you have at least 2 years of experience working in U.S. tax preparation, tax planning, or public accounting?
- Have you reviewed U.S. tax returns and financial statements to identify tax planning opportunities or provide tax-related recommendations?
- Have you previously worked full time during U.S. business hours while supporting U.S.based clients or teams?
- Are you located in India?

Work Location: Remote

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