Marketing Associate

Job Description

About INVESTOR FRIENDLY CPA®

INVESTOR FRIENDLY CPA® is a U.S.-based, purpose-driven organization committed to excellence in strategic tax consulting, operational effectiveness, and talent solutions. With a focus on delivering impactful results for clients across the real estate industries, we support businesses with innovative tax planning strategies and people-centered practices. Our team operates with a shared vision, to be a trusted partner in driving sustainable relationships and organizational success.

Can You Relate to the Values We Stand For?

At INVESTOR FRIENDLY CPA®, our culture is built on teamwork, accountability, professionalism, continuous improvement, self-improvement, and a genuine desire to make a difference. We believe in taking ownership of our work, collaborating to achieve shared goals, and striving to grow every day, both as individuals and as an organization. If these values align with your own, we would love to hear from you.

Why Join INVESTOR FRIENDLY CPA®?

At INVESTOR FRIENDLY CPA®, we are not just building careers. We are building futures. As a purpose-driven organization, we believe in empowering individuals to grow, lead, and make an impact. This is more than just a job. It is an opportunity to be part of a company where your ideas matter and your growth is a priority.

As a member of the INVESTOR FRIENDLY CPA® team, you will:

• Be Part of a Visionary Team: Join a forward-thinking, impact-driven company that partners with organizations to solve complex business and people challenges.
• Collaborate Globally: Work with high-performing teams and dynamic professionals across departments and regions in a culture that values knowledge-sharing and innovation.
• Grow with Purpose: Advance your career through continuous learning, internal mobility, and leadership development initiatives designed to help you reach your full potential.
• Thrive in a People-First Culture: Be part of a workplace that values well-being, inclusion, and recognition. We believe that when people feel valued, great things happen.
• A Vision for the Future: Join a company that is evolving. As we scale, we remain committed to sustainability, innovation, and long-term value for our clients, our people, and the communities we serve.

About the Role

INVESTOR FRIENDLY CPA® is looking for a Community Engagement and Performance Marketing Specialist to take ownership of day-to-day community engagement, social media management, content scheduling, analytics tracking, and paid advertising support across Meta and Google.

This role is ideal for someone who is organized, responsive, detail-oriented, and confident communicating with people online. You do not need prior experience working in a CPA firm. The most important requirement is that you are strong in community engagement, social media execution, follow-through, and marketing ownership.

This is not just a posting role. We need someone who can actively engage with audiences, identify lead opportunities, track performance, support ad campaigns, and help turn community activity into measurable business results.

Key Responsibilities

Community Engagement

• Manage daily engagement across Instagram, Facebook, LinkedIn, YouTube, TikTok, Facebook groups, LinkedIn communities, and other assigned online communities.
• Respond to comments, DMs, and community questions in a professional and timely manner.
• Create value-first responses that build trust instead of sounding overly sales-focused.
• Identify people who show interest in tax planning, real estate investing, business ownership, or related topics.
• Capture qualified comments and DMs as leads in Monday.com.
• Track common questions, objections, and audience interests from community conversations.
• Maintain the Community Page Tracker daily.
• Learn industry-specific communities over time, including real estate investor groups, 1031 exchange groups, cost segregation communities, and platforms such as BiggerPockets.
• Escalate sensitive tax questions, service concerns, or high-value lead opportunities to the Marketing Lead or VP of Marketing.

Paid Ads Ownership

• Take full ownership of Meta Ads and Google Ads campaigns.
• Set up, monitor, optimize, and report on paid ad campaigns.
• Manage campaign structure, audiences, budgets, placements, keywords, creatives, calls to action, and

landing page links.

• Make sure all ads are properly connected to lead capture forms, landing pages, UTMs, and reporting systems.
• Track key performance metrics, including impressions, clicks, CTR, CPC, CPL, conversions, leads, and lead quality.
• Review campaign performance regularly and recommend what should be paused, adjusted, scaled, or tested next.
• Coordinate with the Creative Director and marketing team for ad creatives, copy, thumbnails, videos, landing page updates, and new testing ideas.
• Run monthly paid ad experiments and document results clearly in Monday.com.
• Research competitor ads, keywords, offers, and creative angles when needed.
• Make sure ad campaigns are organized, accurate, and aligned with company goals.

Lead Capture and CRM Tracking

• Add qualified leads from comments, DMs, webinar activity, community posts, and social interactions into Monday.com.
• Apply the correct source tags for social DM, social comment, webinar, event, referral, form submission, or campaign source.
• Avoid duplicate contacts by checking existing records before creating new ones.
• Add clear notes explaining where the lead came from, what they asked about, and what their interest level appears to be.
• Coordinate with the AE or sales team when a lead needs follow-up.
• Track social and community-sourced leads weekly.

Analytics and Reporting

• Prepare weekly community and social media performance updates.
• Track follower growth, reach, engagement, comments, DMs, clicks, leads, and top-performing content.
• Summarize what types of posts, comments, questions, and ad creatives are working.
• Share useful insights with the Marketing Lead and VP of Marketing.
• Help prepare data for the Friday CEO marketing report.
• Keep Monday.com boards updated, clean, and accurate.

Required Skills and Qualifications

• Strong understanding of social media platforms, including Instagram, Facebook, LinkedIn, TikTok, YouTube, and online communities.
• Strong community engagement skills and the ability to communicate naturally with people online.
• Experience scheduling posts and tracking social media analytics.
• Working knowledge of Meta Ads Manager and Google Ads.
• Strong written communication skills in English.
• Ability to respond professionally to comments, DMs, and public conversations.
• Strong attention to detail and ability to follow instructions.
• Comfortable using Monday.com or willing to learn it quickly.
• Basic understanding of campaign tracking, UTM links, and lead source tagging.
• Ability to document proof of work with screenshots, links, and clear updates.
• Comfortable working with a remote and global team.
• Strong ownership mindset and ability to manage recurring tasks without constant reminders.

Preferred Skills

• Experience managing social media pages or online communities for a business.
• Experience with Meta Business Suite, Google Ads, YouTube Studio, HubSpot, Calendly, or Google Analytics.
• Basic copywriting experience for captions, DMs, community replies, and short-form posts.
• Ability to prepare simple weekly reports from analytics data.
• Interest in real estate investing, business, marketing, finance, or tax education.
• Prior CPA firm experience is helpful, but it is not required.

Why Choose Us?

At INVESTOR FRIENDLY CPA®, we believe in investing in the well-being, professional growth, and success of our employees. Our workplace culture fosters mutual respect, collaboration, and open communication. When our employees thrive, our company thrives. Join us and experience a workplace designed for your growth and happiness.

Comprehensive Employee Benefits

Our benefits package is crafted to ensure our employees feel valued, supported, and empowered from day one.

Core Benefits

• Five-Day Workweek: Enjoy weekends off, supporting work-life harmony compared to the standard six-day workweek in Nepal.
• Flexible Working Hours: Customize your schedule to balance productivity and personal commitments.

Office Perks

• Nutritious Office Meals: Daily chef-prepared, wholesome meals.
• Unlimited Snacks and Coffee: Stay energized throughout the day.
• Leave Policies: Thirteen days of exclusive leave to recharge and stay productive.
• Birthday Celebrations and Gifts: Celebrate your special day with personalized gifts and vouchers.

Additional Benefits for Full-Time Employees

• Provident Fund: Retirement fund contributions to help secure your future.
• Accidental Insurance: Coverage up to Rs. 1,500,000 for accidental incidents.
• In-Hospitalization Coverage: Coverage up to Rs. 200,000 with a family floater option for either parents or spouses and two children.
• Anniversary Bonuses: Celebrate your work anniversaries with special bonuses.
• Festival Bonuses: Enjoy bonuses during major festivals.
• Company-Paid Higher Education Sponsorship: Sponsorship for degrees in Finance, Accounting, or an MBA with a five-year commitment.
• Paid Training and Certification: Opportunities to enhance your skills through courses such as digital marketing, video editing, and Enrolled Agent exam preparation.

Workplace Culture

• International Standards: Experience a diverse and inclusive workplace with global standards.
• Team Building Activities: Participate in regular events that strengthen collaboration and camaraderie.
• Referral Bonus: Earn rewards for introducing talented individuals to our team.

How to Apply

Interested candidates are encouraged to submit their application through the form link shared on the LinkedIn career page of INVESTOR FRIENDLY CPA®.