Senior Tax Strategy Implementation Specialist

Senior Tax Strategy Implementation Specialist **Holistic Tax Advisors \| Fully Remote \| Independent Contractor Opportunity** Holistic Tax Advisors seeks an experienced tax professional to execute approved tax strategies for individuals and business owners. **This is an implementation engagement. It does not include leading client advisory calls, managing client relationships, selling services, or independently developing and approving tax plans.** Our advisory team owns strategy recommendations and client communication. You will own the assigned implementation work, from reviewing the approved plan through completing required actions, verifying supporting records, and delivering an organized handoff to the tax preparation team. The engagement requires strong technical knowledge and proven hands\-on execution experience. You must understand how strategies work in practice, recognize implementation problems, and know when to escalate an issue. Scope and Deliverables * Convert approved strategies into implementation plans identifying prerequisites, tasks, responsible parties, deadlines, and completion requirements. * Review client information for completeness and consistency; flag facts that may affect implementation. * Prepare implementation forms, schedules, instructions, and supporting records within the agreed scope and your professional qualifications. * Coordinate required actions with the firm’s advisory and preparation teams, bookkeepers, payroll providers, attorneys, financial professionals, and other providers. * Give the client\-facing team precise requests for documents, signatures, information, and client actions. * Maintain accurate implementation records and written updates identifying completed work, outstanding dependencies, and issues requiring a decision. * Verify required actions and supporting evidence before marking work complete. * Deliver a documented handoff explaining what was implemented, relevant amounts and dates, outstanding items, and information needed for tax preparation. * Identify opportunities to improve implementation workflows and documentation. If client facts conflict with the approved plan or a technical question requires a new advisory decision, pause the affected work and escalate it to the advisor. **Experience and Qualifications** We are targeting professionals with: * Five or more years of relevant U.S. tax experience, including at least three years personally implementing tax strategies. Equivalent demonstrated experience will be considered. * Proven execution experience with the strategy categories relevant to the assigned work, such as entity and election implementation, owner and family payroll, accountable plans, retirement\-plan coordination, or real estate strategy implementation. * Working knowledge of implementation requirements, substantiation, deadlines, and the connection between completed actions and tax return reporting. * Experience coordinating multiple parties and managing