Senior Tax Advisor - Proactive Planning Lead (Remote)

CEOHAVEN; United States; Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Performance bonus

Fully remote

Job summary

CEOHAVEN is seeking a Senior Tax Advisor for a fully remote, full-time role in the United States. You will own client relationships from strategy to implementation, focusing on proactive tax planning for high-earning clients.

You will manage a selective portfolio of 30–35 advisory clients, develop 12-month tax plans, and lead calls and year-end planning. Collaborate directly with the founder and bookkeeping team to deliver tax strategies.

Qualifications

• Active CPA or EA credential in good standing.
• 5+ years of tax experience.
• Demonstrated experience with proactive tax planning for business owners.
• Strong knowledge of S corporations and partnership employees and components.

Responsibilities

• Own a portfolio of approximately 30–35 advisory clients.
• Build and present each client's 12-month proactive tax plan.
• Lead implementation calls, periodic strategy check-ins, and year-end planning meetings.
• Prepare and review business and individual tax returns for your clients.
• Oversee entity structure, payroll strategy, and quarterly estimated tax payments.
• Respond to client questions through our client communication channels within one business day.
• Identify opportunities involving real estate, cost segregation, retirement planning, and other applicable tax strategies.
• Lead our Senior Bookkeeper by setting priorities, reviewing monthly closes, and ensuring every client's books remain current.

Skills

Proactive tax planning

Client relationship leadership

S corporations knowledge

Tax strategy presentation

Education

Active CPA or EA credential in good standing

Tools

QuickBooks Online

Gusto

Job description

CEOHAVEN is seeking a Senior Tax Advisor for a fully remote, full-time role in the United States. You will own client relationships from strategy to implementation, focusing on proactive tax planning for high-earning clients.

You will manage a selective portfolio of 30–35 advisory clients, develop 12-month tax plans, and lead calls and year-end planning. Collaborate directly with the founder and bookkeeping team to deliver tax strategies.