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 implementation dependencies. * Strong research, documentation, quality review, and written communication skills. * Ability to deliver technically sound work independently within an agreed scope. EA or CPA credentials are preferred. Credentials and job titles support, but do not replace, demonstrated implementation experience. **AI and Automation** You should be comfortable using approved AI tools, workflow automation, and document systems to improve execution. You must be able to: * Review generated documents, calculations, and research for accuracy and applicability. * Verify material tax conclusions against appropriate authority. * Identify missing facts, unsupported assumptions, and incorrect outputs. * Keep automated actions within the authorized scope and required approval checkpoints. * Protect client information and use only approved systems for confidential data. * Maintain records of material actions and human review. You remain responsible for the accuracy and completeness of your deliverables. **Remote Working Requirements** This engagement is fully remote. It requires a secure workspace, reliable connectivity, effective written collaboration, and compliance with the firm’s data security requirements. Scope, fees, deliverables, deadlines, coordination expectations, and acceptance criteria will be established in a written services agreement. **Selection Process** Applicants should provide three examples of strategies they personally implemented, clearly distinguishing their work from work completed by others. Finalists will complete a practical exercise using a fictional client scenario and discuss their approach, technical decisions, and completion evidence. Relevant employment history, credentials, and implementation experience will be verified, including through a reference who directly reviewed or supervised the work. Do not submit confidential client information or proprietary employer materials. Pay: $35\.00 \- $50\.00 per hour Expected hours: 25\.0 per week Application Question(s): * Do you have five or more years of relevant U.S. tax experience, including at least three years personally implementing tax strategies? * Provide three examples of strategies you have personally implemented, clearly distinguishing your work from work completed by others. * Tax Prep and Tax Strategy are not the same thing and we do not offer training. Tax Preparers assist when the tax year is over. Tax Strategists help clients strategize throughout the year. Please confirm you are a Tax Strategist, otherwise your application will be discarded. Work Location: Remote