Marketing & Social Media Assistant | Tax & Accounting Firm

Role Overview

This role will support the marketing lead across a variety of projects, including social media coordination, content creation, marketing administration, website updates, HubSpot support, and general operational marketing tasks.

The ideal candidate is:

This is a remote full-time role working U.S. East Coast business hours.

• Organized and proactive
• Comfortable working independently
• Creative and adaptable
• Strong in written English and communication
• Tech-savvy and resourceful
• Able to balance both creative and administrative responsibilities

Key Responsibilities

Social Media & Content Support

Marketing Operations & Administrative Support

HubSpot & Marketing Automation Support

• Assist in planning and executing social media content across platforms
• Create and repurpose content into static posts, short-form videos, and other formats
• Help brainstorm creative campaigns and social content ideas that stand out in the accounting and finance industry
• Coordinate content requests from internal team members (e.g. requesting video recordings or responses from subject matter experts)
• Monitor evolving social media trends and recommend new content approaches
• Support light video editing using tools such as CapCut or similar platforms
• Design basic graphics and social assets using Canva or Adobe tools
• Handle day-to-day marketing coordination tasks and ad hoc projects
• Coordinate client logo collection and organization for marketing use
• Support onboarding and setup tasks for newly acquired firms
• Assist with business card updates, ordering, and distribution
• Help manage inbound marketing requests and task tracking
• Update website content and basic web assets as needed
• Maintain organized marketing files and documentation
• Support HubSpot administration and maintenance
• Build and update forms, lists, and email workflows
• Assist with reporting and dashboard setup
• Help support marketing automation initiatives
• Coordinate updates tied to newly acquired firms and campaigns

Required Skills & Qualifications

• Experience supporting social media marketing and/or digital marketing
• Strong organizational skills and attention to detail
• Excellent written and verbal English communication
• Ability to work independently and proactively follow up on tasks
• Comfortable managing multiple projects simultaneously
• Experience with Canva and/or Adobe Creative Suite
• Familiarity with short-form video editing tools (CapCut or similar)
• Comfortable learning new software and systems quickly
• Ability to troubleshoot and problem-solve independently before escalating issues

Preferred Qualifications

• Experience with HubSpot
• Experience supporting professional services, accounting, finance, or B2B companies
• Experience with website content management systems
• Familiarity with marketing automation and email marketing
• Experience working remotely with U.S.-based teams

Personality & Work Style Fit

We’re looking for someone who:

• Is proactive and follows through without constant direction
• Communicates clearly and concisely
• Takes initiative and enjoys figuring things out independently
• Is collaborative and adaptable in a fast-growing environment
• Can shift between creative thinking and operational execution