Tax Advisor

You know how to save clients six figures in tax. You’re tired of spending April buried in returns instead of doing it.

CEOHAVEN is a tax advisory firm for creators, founders, agency owners and athletes earning $300K to $5M a year. 35+ advisory clients and growing every month. We plan first. We file second.

Today our founder leads every client relationship. We need an advisor to own 30 to 35 clients from strategy to filing, so he can focus on growing the firm. You’ll be the person our clients call before every big money decision.

You won’t do it alone. Our bookkeeping and operations team handles the books, scheduling, document collection and client reminders, so you can focus on strategy, returns and client relationships.

• Build and present each client’s 12 month tax plan
• Lead strategy, implementation and year end calls on Zoom
• Make sure every strategy gets done: payroll, retirement plans, the Augusta Rule, accountable plans and quarterly estimates
• Prepare and review S corp and individual returns for your clients
• Call the IRS and state agencies for notices, penalty relief and payment plans
• Review our bookkeepers’ monthly work in Quick Books Online
• Help build the systems and the advisory team as we grow

• Own 15 to 20 clients
• Lead client calls without the founder in the room
• Build and present your first tax plans
• Keep reliable follow up with every client you own

• You’re an active CPA or EA in good standing
• You have 4+ years in tax, including 2+ years of tax planning for business owners
• You know S corps well: reasonable salary, accountable plans, retirement and quarterly planning
• You’re strong in Quick Books Online (Pro Advisor certified, or you’ll get certified within 60 days)
• You enjoy talking with clients and can explain tax in plain English
• You take ownership without needing daily supervision
• You have a warm personality. Our clients should feel taken care of

Nice to have: experience with creators, athletes or digital businesses, short term rentals and cost segregation, Gusto and Tax Dome.

• You only want to prepare returns
• You don’t enjoy client conversations
• You need someone to review every decision
• You want a seasonal role

• $90,000 to $120,000 base salary
• Fully remote, with core hours in Eastern time
• A manageable book of clients, not 400 returns
• Paid time off and a continuing education budget
• Direct access to the founder and a path to lead our advisory team
• Start in January, or after April 15 if you’re mid season

We’re willing to pay for the right person. The standard isn’t the cheapest hire. It’s someone who earns client trust and grows with us.