Tax Planning Admin

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TYPE OF WORK

Full Time

SALARY

$5

HOURS PER WEEK

40

DATE UPDATED

Apr 8, 2026

JOB OVERVIEW

Role Overview
If you enjoy being the person who keeps everything organized, on track, and running smoothly—and want to play a critical role in delivering a high-end client experience—this 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.

As a Tax Planning Admin, you will serve as the operational backbone of the tax planning team—owning scheduling, client communication, document collection, and workflow tracking. You are the person ensuring nothing falls through the cracks, clients feel supported, and the team operates at a high level.

This is a fast-paced, high-ownership role ideal for someone who is proactive, detail-oriented, and thrives in keeping multiple moving pieces aligned.

Key Responsibilities

Scheduling & Client Coordination
- Manage and coordinate client scheduling across the tax planning team
- Ensure calendars are optimized, appointments are confirmed, and meetings are fully prepared
- Serve as a point of contact for clients to ensure a smooth, professional experience

Document Collection & Follow-Ups
- Proactively request, track, and follow up on missing client documents
- Ensure all required information is received ahead of planning deadlines
- Maintain accountability with clients while delivering a high-touch experience

File Organization & Documentation
- Organize and maintain clean, structured client files within internal systems
- Ensure all documents are properly labeled, uploaded, and accessible
- Keep client information centralized and easy for the team to navigate

Discovery Notes & Preparation
- Create clear, organized discovery notes from client data and internal inputs
- Prepare summaries ahead of planning calls so advisors are fully equipped
- Ensure accuracy and completeness of all pre-call materials

Workflow Tracking & Execution
- Track the status of all active clients and ensure work is progressing on time
- Identify bottlenecks and take action to keep projects moving forward
- Coordinate across tea ---------- mbers during high-volume periods

Client Communication & Support
- Manage ongoing client communication through email and internal systems
- Respond promptly and professionally to client inquiries
- Ensure all client touchpoints are handled with care and no communication goes unanswered

Role Expectations
- Maintain strong organization across multiple clients, deadlines, and workflows
- Ensure timely follow-ups and consistent client communication
- Operate proactively by identifying issues before they become problems
- Keep internal systems clean, accurate, and up to date
- Be a reliable, steady presence that the team can depend on
- To qualify, write "Tax" in the Middle of your Subject Line and at the end of your message.

Requirements
- Strong organizational and time management skills
- Ability to manage multiple tasks and priorities simultaneously
- Excellent written and verbal communication skills (high English proficiency)
- High attention to detail and strong follow-through
- Ability to work in a fast-paced, deadline-driven environment
- Comfortable using digital tools and systems for tracking and communication

Benefits & Perks
- Work from home (remote role)
- Exposure to high-level tax planning workflows and operations
- Opportunity to grow within a fast-scaling, high-performance team

DiLucci CPA Core Values
- Genuine Care – Trusted advisor relationships, not transactional work
- Great Communication – Clear, proactive, and timely
- Speed to Learning & Implementation – Adapt quickly as laws and strategies evolve
- Fun Tax Energy (FTE) – We take pride in excellent tax work

SKILL REQUIREMENT
Organization Scheduling Client Relationship Management
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