Teams 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.