Our firm is dedicated to providing tax and consulting services to high net worth individuals and their businesses. We specialize in both domestic and international tax, representing clients across the U.S. and around the globe. Our focus is to provide attentive and individualized care to each client.

Train and teach marketing systems to new employees Run road shows and promotions in retail stores to market various productsConduct meetings to train employees for in field application Perform interviews in order to recruit for companyTravel to other territories to train and run road shows

Collaborated on new advertising proposal with marketing directorUpdated social media aspects of the companyCreated Excel charts illustrating new patient tracking information

Update client information through CRM databaseEdit copy for e-mail marketing, direct mail, company binders, and internetContribute ideas, assist in writing, and acquire effective visual aids for e-mail marketing piecesResearch websites, effectiveness of programs and competitor programsUpdate corporate internet and social mediaAssemble marketing packets to be delivered directly to clients