PMO Marketing Assistant CPA FIRM

Job Description

Job Description

Position Summary

The Marketing Assistant position reports directly to Michael Ausman, COO and Partner, and Frank Weber, Marketing Partner at Talley LLP.

Your primary focus will be to proactively support the marketing department in achieving both daily and long-term objectives, contributing to the overall success of Talley LLP.

In addition to closely collaborating with Michael Ausman and Frank Weber, you will also assist other Partners, including Troy Abercrombie, Todd Tillman, Thomas Champieux, and Matthew Talley, as well as the administrative team, by supporting various daily activities and tasks.

This role requires a proactive and adaptable individual who is eager to contribute across multiple areas of the firm.

Long-term objectives for this role include :

• Assisting in the creation of marketing collateral for internal and client use.
• Managing the Client Relationship Management (CRM) system.
• Supporting Partners and Managers on marketing initiatives and activities.

As a Marketing Assistant at Talley, you will play a vital role in supporting the Partners, Dept Managers, and their respective departments sales & marketing initiatives.

You will be expected to think proactively, work independently, and contribute to streamlining the sales process and management of our CRM system.

The ideal candidate will be adaptable, ready to assist with various tasks as they arise, and eager to learn new skills or programs as needed.

If you thrive in a dynamic environment and are dedicated to making a meaningful impact, we encourage you to apply.

Essential Functions / Key Deliverables

• Daily :
• CRM updates
• Weekly :
• Creating and assisting with developing new leads and opportunities through the full sales cycle.
• Generating task reports from CRM; following up with individuals to confirm current status and next steps on marketing follow-up activities.
• Updating Sales & Marketing-related BSC (Balanced Scorecard) metrics for both individuals and each Department.
• Monthly :
• Preparing month-end CRM reports
• Compiling month-end BSC reports
• Inputting call lists into CRM
• Ongoing :
• Managing projects outside the scope of typical responsibilities
• Supporting business development with CRM contacts, prospects, and opportunity updates
• Conducting internet research as needed
• Registering for conferences as required
• Preparing marketing packages for conferences and events
• Booking flights, hotel reservations, and car services as directed
• Time entry as needed

Partner Group and Directors

• Updating CRM and sending reminders for overdue items
• Generating Partner reports for review and discussion.

Firm-Wide Responsibilities

• Generating weekly CRM reports
• Preparing management meeting reports (e.g., revenue reports)
• Managing weekly newsletter campaigns
• Creating and revising marketing collateral, including one-pagers, pocket cards, and website content
• Basic website management
• Assisting with miscellaneous administrative and marketing projects

Preferred Attributes

• Minimum of 2 to 3 years of experience as a marketing or administrative assistant, or a combination of both.
• Prior experience in project management is preferred
• Bachelor’s degree preferred
• Ability to maintain strict confidentiality on all matters
• Highly motivated with strong initiative
• Willingness to work beyond defined job responsibilities
• Social, people-friendly demeanor with a high level of creativity
• Initiative-taking and innovation in enhancing firm branding
• Excellent written and verbal communication skills
• Experience with CRM systems preferred
• Meticulous and thorough
• Positive, high-energy, and customer service-oriented
• Ability to work independently and multitask effectively
• Strong organizational and time management skills
• Excellent problem-solving abilities
• Proficient in Microsoft Office applications including but not limited to PowerPoint, Word, and Excel)

Company Description

Talley LLP (Talley) is a full service financial, tax and consulting organization designed to meet the needs of entrepreneurially driven businesses.

We look to serve clients as business partners and not merely as providers of accounting or tax services. Continually in search of more effective ways to improve clients' bottom line and where suitable, we seek to act in an advisory role adding knowledge and expertise.

Talley was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high-net-worth individuals, to manage their financial affairs and achieve their business objectives profitably and efficiently.

The professionals at Talley strive to become their clients' Most Trusted Advisors (MTA), providing global solutions to the challenges and opportunities facing our clients and their businesses.

Talley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur :

• tAudit and assurance services, including traditional financial reporting
• tTax Compliance
• tTax planning, structuring and proactive advice
• tBusiness consulting
• tEstate planning, business planning, and tax law services delivered through its Talley Law Group Affiliate
• tOutsource accounting, HR Payroll Assistant, and CFO services, delivered through its Client Accounting Services team
• tMergers & acquisition, growth through acquisition and operational consulting delivered through its Talley Capital Group affiliate
• tValuation and forensic accounting services

Company Description

Talley LLP (Talley) is a full service financial, tax and consulting organization designed to meet the needs of entrepreneurially driven businesses.

We look to serve clients as business partners and not merely as providers of accounting or tax services. Continually in search of more effective ways to improve clients' bottom line and where suitable, we seek to act in an advisory role adding knowledge and expertise.

r n r nTalley was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high-net-worth individuals, to manage their financial affairs and achieve their business objectives profitably and efficiently.

The professionals at Talley strive to become their clients' Most Trusted Advisors (MTA), providing global solutions to the challenges and opportunities facing our clients and their businesses.

r n r nTalley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur : r n

• tAudit and assurance services, including traditional financial reporting r n
• tTax Compliance r n
• tTax planning, structuring and proactive advice r n
• tBusiness consulting r n
• tEstate planning, business planning, and tax law services delivered through its Talley Law Group Affiliate r n
• tOutsource accounting, HR Payroll Assistant, and CFO services, delivered through its Client Accounting Services team r n
• tMergers & acquisition, growth through acquisition and operational consulting delivered through its Talley Capital Group affiliate r n
• tValuation and forensic accounting services
6 days ago