Tax Team Lead

Role Overview
If you’re someone who takes pride in delivering high-quality tax work, leading a team to perform at a high level, and ensuring nothing slips through the cracks—our Tax Team Lead 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. We believe tax planning should be proactive, not reactive—and that great service comes from expertise, communication, and genuine care.

As our Tax Team Lead, you will be responsible for driving the quality, performance, and development of the tax team. This is a high-impact leadership role where you will review complex returns, guide tea ---------- mbers, build systems, and ensure client work is delivered accurately and efficiently. You will play a critical role in scaling the team while maintaining our standard of excellence.
This is a fast-paced, high-ownership role built for someone who is experienced, detail-oriented, and thrives in both technical execution and team leadership.

Key Responsibilities

Technical Review & Complex Tax Work

- Review tax returns with a focus on accuracy, strategy, and compliance
- Handle and prepare more complex returns and resolve nuanced tax issues
- Provide guidance to tea ---------- mbers on technical questions and edge cases

Team Hiring & Evaluation

- Assist in recruiting and evaluating new tea ---------- mbers
- Review interviews and participate in working interviews and trial assessments
- Ensure new hires meet the firm’s technical and cultural standards

Systems & Process Development

- Build and implement review templates, checklists, and quality control systems
- Ensure systems are consistently followed across the team
- Continuously improve workflows to increase efficiency and reduce errors

Training & Development

- Identify skill gaps across the team and support targeted training initiatives
- Assist in developing tea ---------- mbers’ technical capabilities and performance
- Provide ongoing feedback and mentorship to elevate team output

Onboarding & Team Integration

- Support onboarding of new hires to ensure a smooth and effective ramp-up
-Ensure new tea ---------- mbers are trained on systems, workflows, and expectations
- Maintain consistency in onboarding experience across the team

Quality Control & Client Communication Oversight
- Oversee the quality and tone of client communications across the tax team
- Step in when needed to support or elevate client interactions
- Ensure communication aligns with firm standards of clarity, professionalism, and care

Role Expectations

Maintain a high standard of technical accuracy and attention to detail
- Operate as a leader—proactively identifying issues and solving them
- Ensure consistency and quality across all tax work and client deliverables
- Be highly responsive and available, especially during peak deadlines
- Support the team in a way that drives performance, accountability, and growth

Requirements

- 5+ years of experience in tax preparation and review
- Strong technical knowledge across individual and business tax returns
- Experience reviewing returns and handling complex tax scenarios
- Proven ability to lead, mentor, or support a team
- Strong attention to detail and commitment to high-quality work
- Excellent communication and organizational skills
- Ability to operate in a fast-paced, deadline-driven environment


Availability Expectations
Availability via Slack (mobile) during non-working hours and weekends, especially during peak deadlines

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

Job Type: Full-time
Location: Remote (aligned with US working hours, 4PM CST–12AM CST)
Pay: $30,000–$50,000/year (based on experience)