AP Accounting & Tax is a premier, advisory‑driven CPA firm serving high‑income individuals, families, and entrepreneurs. We are expanding and seeking an energetic, polished, and highly professional Marketing & Client Engagement Manager to elevate our new‑client experience and drive firm growth.
This is a high‑visibility role for someone who thrives in a luxury, fast‑paced environment and excels at guiding prospective clients from first conversation to signed engagement.
About the Role
As our Marketing & Client Engagement Manager, you will be the first impression of our firm. You will confidently present our branded slide decks, communicate with prospects, follow up with precision, and ensure every new client feels supported and excited to work with us.
Your work will directly influence the firm’s growth and the quality of our client relationships.
What You’ll Do
- Deliver polished, compelling presentations to prospective clients
- Communicate with prospects through professional, well‑crafted emails and follow‑ups
- Guide prospects through the decision‑making process with clarity and confidence
- Present invoices, engagement letters, and onboarding instructions
- Manage the administrative workflow required to convert prospects into clients
- Maintain accurate tracking of leads, follow‑ups, and conversions
- Support marketing initiatives including email campaigns and lead‑nurture sequences
- Represent the AP Accounting & Tax brand with energy, professionalism, and warmth
Who You Are
- Exceptionally professional, articulate, and confident presenting to high‑net‑worth prospects
- Naturally energetic, persuasive, and engaging
- Strong communicator — both written and verbal
- Organized, detail‑oriented, and committed to follow‑through
- Tech‑savvy and comfortable with CRMs, Zoom, and digital communication tools
- Experienced in marketing, client engagement, or professional services
- Thrives in a boutique, high‑touch, growth‑oriented environment
Why Join Us
- Competitive compensation with performance‑based bonuses
- Direct impact on firm growth and client experience
- A refined, supportive environment where excellence is the standard
- Opportunities for advancement as the firm scales
Pay: From $25.00 per hour
Education:
Experience:
- Marketing: 2 years (Required)
Work Location: Remote
