Jobs at Agent

Manage social content and community for two brands: create and publish short-form video and posts (3×/week), grow organic followers, run community engagement and event social, coordinate edits and stakeholders, and track social-driven investor leads.

Prepare and review U.S. federal and state individual and business tax returns (Forms 1040, 1120, 1120S, 1065); organize source documents, maintain workpapers, support tax planning, manage multiple engagements, assist with notices and client communication, and adopt technology-enabled workflows.

Provide high-level administrative support to six partners: manage calendars and inboxes, coordinate meetings and client calls, track tasks in Karbon, prepare agendas and documents, assist with travel and firm events, and improve administrative workflows to keep partners organized and focused on client work.

Provide high-level remote administrative support to six partners: manage calendars, coordinate meetings and travel, handle inboxes, prepare agendas and documents, track tasks in Karbon, and improve administrative workflows to keep partners focused on client work.

Lead PR, earned-media, partnerships, conferences, and book/thought-leadership programs for two brands. Build and maintain media, podcast, advisor, and partner relationships; secure placements and speaking slots; run book and radio programs; manage events, sponsorship ROI, community growth, and AI-assisted media outreach workflows to generate qualified leads.

Lead marketing delivery across two brands as a player-coach: manage principals, spin up cross-functional pods, own end-to-end project delivery, QA collateral, run webinars/events, manage CRM and lead quality, implement AI-driven workflows, and prepare strategic reporting and investor-facing materials.

Own marketing traffic, QA, and compliance workflows: track status, route briefs and approvals, proof and test all email/SMS/links/forms, enforce regulatory sign-offs, publish/version-control assets, maintain UTM taxonomy, hold distributed team accountable, and document QA/compliance standards.

Own end-to-end event and conference production, manage event budgets and invoice/payment cycles, run inventory/print/fulfillment, administer vendor/contracts and back-office ops, support EVP as an executive ops assistant, and build/automate systems for spend tracking and vendor workflows.

Develop and execute organic social media strategies, create and schedule engaging content, identify trends, grow audience and engagement, repurpose coaching and event content, monitor performance, engage followers, and coordinate content calendars across platforms.

The Senior Auditor will prepare and review tax returns, manage engagements, ensure compliance with tax regulations, and leverage technology tools for efficiency.

The Operations Manager will oversee transaction workflows, manage vendor relationships, build operating procedures, document processes, and handle communications with stakeholders, all while working independently in a fast-paced, remote environment.