Develop and optimize digital marketing campaigns and end-to-end funnels to generate leads, improve conversions, and support revenue goals. Manage automation, CRM integrations, and performance tracking while analyzing results and supporting multi-channel campaigns and consistent brand messaging.
Prepare and review individual, business, trust, and partnership tax returns; provide tax planning, projections, research, and support with IRS notices. Collaborate with financial advisors and operations staff, communicate with clients, maintain accurate records, and ensure compliance with tax laws and firm standards.
