Engineered Advisory

This is a remote position. Basic Function: Lead the design, execution, and optimization of ETS's full-funnel marketing infrastructure—owning everything from paid media strategy and CRM automation to pipeline measurement and revenue attribution. This role bridges marketing and sales, ensuring lead quality, conversion efficiency, and clear ROI accountability across all demand generation channels. Funnel Architecture & Conversion Optimization: Design and build full-funnel marketing architecture—mapping the complete customer journey from ad impression through MQL, SQL, opportunity, and closed won. - Conduct monthly funnel analysis to identify drop-off points and implement fixes - Run A/B tests on lead funnels and optimize for conversion and client experience Paid Media Strategy: Own paid media architecture across Google Ads, YouTube, and Meta platforms, including managing agencies and directing campaign structure, audience targeting, creative strategy, and budget allocation. Marketing Technology & Data Infrastructure: Manage the marketing technology stack and ensure data integrity across: Zoho CRM, Zoho Marketing Automation, Google Analytics, and ad platform integrations. - Develop the marketing attribution model: UTM tracking, multi-touch attribution, and revenue attribution by channel Attribution & Reporting: Build real-time dashboards reporting on funnel metrics, channel performance, cost per acquisition, and campaign ROI Sales Alignment: Build and refine Zoho CRM workflows in partnership with sales—lead scoring, auto-assignment, SLA enforcement. - Define and enforce MQL/SQL criteria; own the marketing-to-sales hand-off process - Coordinate with sales leadership to gather feedback on lead quality, understand conversion patterns, and adjust targeting - Review and optimize automated nurture sequences across email, text, and call touchpoints Requirements CRM & Marketing Automation: - Deep expertise with CRM platforms (Zoho strongly preferred - Deep Hands-on experience building marketing automation workflows and lead nurture sequences - Experience implementing Meta Conversions API (CAPI) or similar server-side tracking - Hands on experience with Meta Ads Manager, Google Ads, YouTube Ads - History or proven strategic direction resulting in measurable upside Paid Media & Analytics: - Hands-on experience with Meta Ads Manager and Google Ads at scale - Strong analytical skills—comfortable with funnel metrics, conversion rate analysis, and attribution - Experience managing ad agency relationships and vendor performance oversight Preferred Qualifications: - Experience in B2B professional services, tax, or accounting industry marketing - Zoho CRM certification or deep platform expertise - Experience marketing specialty tax services (cost segregation, R&D tax credits, etc.) - SQL or data querying skills for custom analysis - Google analytics 4 certification or advanced GA experience - Experience scaling marketing function from $25m to $50m+ company revenue - Thorough understanding of MQL-to-SQL conversion at sale Education/Certification: - Bachelor's degree in Marketing, Business, Data Analytics, or related field; - 5–8 years in growth marketing, demand generation, or revenue operations roles. Proven track record of improving MQL-to-SQL conversion rates at scale. Language Skills: - Ability to write reports, business correspondence, and operational documentation. - Ability to effectively present information and respond to questions from managers, sales staff, clients, and the general public. Reasoning Ability: - Ability to solve practical problems and analyze data to support sales performance and operational improvements. - Ability to interpret a variety of instructions furnished in written, oral, or schedule form. Computer Skills: - Knowledge of CRM software (ZOHO preferred), Excel, Microsoft Word, Outlook, and sales reporting tools. Benefits Medical, Dental, Vision, Basic Life, Vol Life, Short-Term Disability, LTD, Doctegrity, ID Theft, Legal, Pet, 401k, PTO, and much more!

This is a remote position. Basic Function: Work as part of multi-disciplinary team to conduct Research and Development (R&D) tax credit consulting services. Duties include leading Client interviews and discussions, assessing applicability of R&D tax credit, calculating R&D credit amount, preparing supporting documentation and reports, performing technical research at federal and state levels, and developing knowledge of R&D applications by industry. Position’s Intention: The R&D Project Manager coordinates the team assignments for efficient and timely handling of client projects by managing the workflow from beginning to end. Success Measurements: Client satisfaction, timely processing, efficient cost-effective teamwork, work performed in compliance with applicable laws. Essential Duties: · Conduct initial interviews with Client to understand operations and R&D applications of the company and to identify Qualifying Research Activities; · Preparation of accurate credit calculations, including data gathering, development of calculation template, and preparation of the related tax forms, at the federal and state level for multiple clients simultaneously in accordance with deadlines as required; · Conduct in-depth interviews with Client personnel to gain high-level understanding of qualifying activities and process of experimentation utilized by technical staff; · Preparation of thorough and accurate final reports documenting the Client’s R&D tax credit, including description of the R&D study process conducted, supporting documentation of Qualifying Research Expenses, supporting documentation of Qualifying Research Activities, and other information demonstrating the R&D activities of the Client; · Develop and sustain excellent client relationships to ensure timely reception of supporting data and perform regular status updates as the study progresses toward completion in accordance with project deadlines. · Manages the R&D supporting team members in team calls, client relations, project follow-ups and status updates, QC assignments, Project Assignments, and general production; · Supports Director with frontend client vetting and technical support toward LOE generation; this can include fielding prospective calls, emails, and creating a benefit analysis. · Reviews current tax law to keep the department up to date on R&D matters along with managing templates, template update initiatives, and ongoing team training programs. Requirements Skills/Qualifications · Must be highly organized and detail oriented · Must be able to manage time effectively · Must be a resourceful self-starter with ability to multitask · Must be a team player QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. REQUIRED SKILLS: Strong analytical, planning and problem-solving capabilities Demonstrate initiative and ability to work independently with minimal supervision required Interpersonal and soft skills that motivate trust, teamwork and transparency EDUCATION/ Bachelor’s Degree in Accounting, Finance, Technology, Engineering, or related field; or CERTIFICATION: Five (5) to Seven (7) years related experience and/or training; or equivalent combination of education and experience CPA or J.D. candidates preferred LANGUAGE SKILLS: Ability to write reports, business correspondence Ability to effectively present information and respond to questions from managers, clients, customers, and the general public REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Ability to interpret a variety of instructions furnished in written, oral, or schedule form COMPUTER SKILLS: To perform this job successfully, an individual should have knowledge of Microsoft Office, especially Excel), PDF editing software Benefits Medical, Dental, Vision, STD, LTD, Basic Life, Vol Life, FSA, Pet, 401k, PTO and much more!

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This is a remote position. This Sr. Full Stack Software Engineer will work within our team of developers to maintain and improve application to deliver value to our users. This person will work in collaboration with the VP of Technology to bring life to an enhanced user experience based on user feedback and executive leadership’s expectations. This position supports the mission to revolutionize stakeholders experience with our brand. Success Measurements: - Quality - Customer appreciation - Collaboration - Innovation Essential Duties: - Develop and maintain web applications using Next.js. - Integrate and manage CRM applications and services. - Deploy, manage, and scale applications on AWS. - Implement and manage payment processing using Stripe. - Collaborate with cross-functional teams to define, design, and ship new features. - Ensure the performance, quality, and responsiveness of applications. - Identify and correct bottlenecks and fix bugs. - Help maintain code quality, organization, and automation. Qualifications - Proven experience as a Full Stack Software Engineer or similar role. - Strong proficiency in JavaScript, HTML, CSS, and related web technologies. - Extensive experience with Next.js and its ecosystem. - Hands-on experience with CRM applications and services. - Proficiency in AWS services and infrastructure management. - Experience with Stripe integration and payment processing. - Familiarity with RESTful APIs and web services. - Strong problem-solving skills and attention to detail. - Excellent communication and teamwork skills. - Ability to work independently and manage multiple tasks. Requirements - Strong analytical, planning and problem solving capabilities. - Demonstrated initiative and ability to work independently with minimal supervision required. - Interpersonal and soft skills that motivate trust, teamwork and transparency. - Bachelors (BA) Degree in a technology related field or equivalent combination of education and experience. - Five (5) to Ten (10) years related experience and/or training. Benefits - Medical - Dental - Vision - Basic Life - Voluntary Life - Short-Term Disability (STD) - Long-Term Disability (LTD) - Accident Insurance - Critical Illness Insurance - Hospital Indemnity - Pet Insurance - Flexible Spending Account (FSA) - Health Savings Account (HSA) - 401k - Paid Time Off (PTO) - And much more!

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This is a remote position. Achieve maximum sales profitability, growth and account penetration for both new prospects as well as current accounts and earn new business opportunities by offering unique and comprehensive solutions for clients throughout their portfolio. Personally contact and secure new business accounts. A Business Development Director drives the growth and expansion of a company. This role involves identifying new business opportunities, building and maintaining strong relationships both internally and externally. Principal Responsibilities: - Maintain professional and technical knowledge by reviewing professional publications, establishing personal networks, participating in professional societies. - Make telephone calls and in-person visits and presentations to existing and prospective clients. - Actively market through tax planning sessions, newsletters, websites and follow up calls. - Prepare co-op or rebranded marketing material to assist in business development opportunities. - Develop clear and effective written proposals. - Monitor and report on weekly activity. Reports can include client/prospect needs, problems, interests, competitive activities, and potential for new services. - Conduct "team selling" strategies when appropriate. - Prepare a market analysis to help identify prospective clients. - Participate in trade shows and conventions. - Manage and update all leads & accounts in ZOHO (CRM) by following ETS company-wide ZOHO guidelines. - Consistently generate and progress qualified leads through outbound activity, meetings, and follow-up. - Move opportunities forward by clearly identifying client needs, supporting proposals, and collaborating on team-selling efforts. - Build trusted relationships with clients and decision-makers that drive repeat business and referrals. - Constantly assess, clarify, and validate customer growth needs on an ongoing basis. Qualifications - Proven track record of hitting sales goals and delivering great solutions for your client base. - Proven experience in active sales & successful track record of closing new deals. - Strategic thinking in respect to the market and client needs. - Strong skills in building relationships and client-orientated attitude. - Excel at building relationships internally and externally to drive incremental business, value, and revenue. - Strong business acumen, as well as technical aptitude. - Strong emotional intelligence and critical thinking. Requirements - Customer Service - Meeting Sales Goals - Closing Skills - Prospecting Skills - Negotiation - Self-Confidence - Product Knowledge - Presentation Skills - Client Relationships - Motivation for Sales - Interpersonal and soft skills that motivate trust, teamwork and transparency. Education - Associate's degree (A.A.) or equivalent from two-year college or technical school; or - Five (5) to Seven (7) years related experience and/or training; or equivalent combination of education and experience. Language Skills - Ability to write reports, business correspondence and clearly communicate with clients and internal staff. - Ability to effectively present information and respond to questions from managers, clients, customers, and the general public. Reasoning Ability - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. - Ability to interpret a variety of instructions furnished in written, oral, or schedule form. Computer Skills - To perform this job successfully, an individual should have knowledge of sales software; Excel; Microsoft Word, Outlook. Benefits - Medical - Dental - Vision - Basic Life - Voluntary Life - STD - LTD - Accident - Critical Illness - Hospital Indemnity - Pet Insurance - FSA - HSA - 401k - PTO - And much more!

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This is a remote position. Great Career Advancement Opportunity! Business Development Administrative Assistant: The main goal for this position is to support the Executive Sales Director and Executive Assistant by monitoring clerical details and clearing the path to make the most impact on the business. To provide our Sales Team with a steady flow of prospects, maintain existing relationships and track administrative/clerical details. Principal Responsibilities: - Maintain Sales Director’s calendar, emails and tasks. - Place outbound calls and send follow-up emails using ETS process, scripts and draft emails. - Schedule appointments, calls, meetings, webinars (Project Calls, Project Closing Calls, Follow Up Calls, Reconnect Calls, website submission, new leads, etc.) - Maintain and track Executive Sales Director’s projects, tasks and reminders, as requested. - Research, create, update, and maintain Zoho, Client Portals, CRM programs and understand SOP/Guidelines. - Research clients/firms via Google, company website, LinkedIn, etc. - Create Task Reminders (TR) in Zoho for follow up. - Research and pursue potential clients for ETS/TGP services for business development (new prospects). - Monitor, track, process and follow up on all projects (CS, R&D, 179D/45L etc.) and ETS services. - Maintain your time sheet to be submitted to the Managing Executive Assistant every two weeks. - You may be asked to do other duties and responsibilities not listed above. As a Business Development Administrative Assistant, you will play a key role supporting our Executive Sales Director and driving the sales process. This is also a great career advancement opportunity—top performers may grow into an Inside Sales Representative role, expanding your responsibilities and impact on the business. Qualifications - Maintain a quiet workspace to present a business atmosphere to represent ETS professionally. - Organizational skills and maintaining records. - Multitasking skills with the ability to manage multiple responsibilities at once. - Attention to detail and problem-solving skills. - Excellent time management skills, work independently, Self-Motivated. - Proficient in Computer, Microsoft Office, Excel, Google Docs etc. - Excellent in communication skills, written (basic grammar, punctuation), verbal and customer service. - Possess the ability to navigate through websites to research and obtain information. Requirements - Strong analytical, planning and problem-solving capabilities. - Demonstrated initiative and ability to work independently with minimal supervision required. - Associate's degree (A.A.) or equivalent from two-year college or technical school; or Certification. - Three (3) to Five (5) related experience and/or training; or equivalent combination of education and experience. - Ability to write reports, business correspondence. - Ability to effectively present information and respond to questions from managers, clients, customers, and the general public. - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. - Ability to interpret a variety of instructions furnished in written, oral, or schedule form. - Knowledge of sales CRM software; Excel; Microsoft Word. Benefits - Medical, Dental, Vision - Basic Life, Voluntary Life - Short-Term Disability (STD), Long-Term Disability (LTD) - Accident, Critical Illness, Hospital Indemnity - Pet Insurance - Flexible Spending Account (FSA), Health Savings Account (HSA) - 401k - PTO, and much more!

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This is a remote position. Basic Function: - Work as part of a multi-disciplinary team in conducting Research and Development (R&D) tax credit consulting services. - The Senior Associate works with Project Managers to execute key project components including: - Leading assigned client interviews - Assessing applicability of R&D tax credit for specific activities - Preparing credit calculations - Drafting supporting documentation and reports - Performing technical research at federal and state levels - Developing specialized knowledge of R&D applications by industry Position’s Intention: - The Senior R&D Associate independently executes key components of R&D tax credit studies under Project Manager oversight. - Leads data analysis, conducts assigned client interviews, prepares draft deliverables, and provides guidance to Associates while developing the technical expertise and client management skills necessary for advancement to Project Manager. Success Measurements: - Client satisfaction - Quality and accuracy of work product - Timely completion of assigned project components - Effective mentorship of Associates - Demonstrated growth in technical expertise Essential Duties: - Review engagement letters for completeness, document project scope, and track project due dates. - Create and maintain project folders and update project listings on the R&D project board. - Coordinate kickoff communications between clients and assigned Project Managers via scheduled calls or email. - Conduct in-depth technical research on industry-specific topics, regulatory developments, and case law to support study methodology and documentation. - Independently prepare accurate credit calculations, including data gathering, development of calculation templates, and preparation of related tax forms at the federal and state level for multiple clients simultaneously. - Prepare comprehensive draft reports documenting the client's R&D tax credit, including description of the study process, supporting documentation of Qualifying Research Expenditures and Activities, and technical narrative demonstrating R&D applicability. - Perform detailed data analysis and validation to ensure accuracy of financial information, payroll allocations, and qualifying expense calculations. - Develop and maintain client relationships through regular communication, status updates, and timely follow-up on outstanding documentation requests. - Review and quality control work performed by Associates, providing feedback and guidance to support their professional development. - Collaborate closely with Project Managers to develop project timelines, identify risks or challenges, and ensure deliverables meet quality standards and deadlines. - Coordinate with quality control, client relations, accounting, and tax controversy departments to resolve complex issues and ensure comprehensive client service. - Assist Project Managers with more complex aspects of studies, including multi-state credit calculations, alternative credit methods, and technical documentation for high-risk positions. - Maintain current knowledge of R&D tax credit regulations, IRS guidance, and state-specific requirements to ensure compliance and optimal credit calculations. - Support team training initiatives by sharing technical knowledge, documenting best practices, and contributing to template and process improvements. Qualifications - Bachelor’s Degree in Accounting or related field; or - One (1) to Three (3) years related experience and/or training; or equivalent combination of education and experience. Requirements - Strong analytical, planning, and problem-solving capabilities. - Ability to work independently and take ownership of project components with minimal supervision. - Excellent interpersonal and communication skills that build trust and credibility with clients and team members. - Advanced attention to detail and commitment to accuracy in technical and financial work. - Ability to write reports and business correspondence. - Ability to effectively present information and respond to questions from managers, clients, customers, and the general public. - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. - Ability to interpret a variety of instructions furnished in written, oral, or schedule form. - Knowledge of Microsoft Office and PDF editing software. Benefits - Medical, Dental, Vision - STD, LTD - Basic Life, Vol Life - HSA, FSA - Accident, Critical Illness, Hospital Indemnity - Doctegrity, Pet Insurance - 401k and much more!

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This is a remote position. Basic Function: - Work as part of a multi-disciplinary team to support Research and Development (R&D) tax credit consulting services. - The Associate works closely with Project Managers, Directors, and Clients to ensure accurate information is documented and logged. - Duties include: - Assisting with kickoff calls and client interviews - Coordinating data gathering - Supporting credit calculations - Preparing project documentation - Developing foundational knowledge of R&D tax credit regulations and applications by industry Position’s Intention: - The R&D Associate is an entry-level position that supports Project Managers in executing R&D tax credit studies. - The Associate handles data gathering, client coordination, and documentation preparation while developing foundational knowledge of R&D tax credit regulations and study methodology under the guidance of team members. Success Measurements: - Client engagement - Client satisfaction - Production target goals Essential Duties: - Review engagement letters for completeness, document project scope, and track project due dates. - Create and maintain project folders and update project listings on the R&D project board. - Coordinate kickoff communications between clients and assigned Project Managers via scheduled calls or email. - Participate in client interviews alongside Project Managers to observe operations, learn R&D identification methodology, and document Qualifying Research Activities. - Gather and organize technical and financial data from clients, including payroll records, project documentation, and technical specifications. - Assist Project Managers with data analysis, data validation, and preparation of calculation templates for credit computations. - Research relevant technical and industry-specific topics as directed by Project Managers to support study documentation. - Prepare draft sections of client reports under Project Manager guidance, including documentation of Qualifying Research Expenditures and Activities. - Collaborate with quality control, client relations, accounting, and tax controversy departments to ensure smooth project workflow. - Maintain regular communication with clients to request supporting documentation and provide status updates as directed by Project Managers. - Support the development and maintenance of excellent client relationships through responsive and professional communication. - Develop foundational knowledge of R&D tax credit regulations at federal and state levels and credit applicability across various industries. Qualifications - Strong analytical, planning and problem solving capabilities - Demonstrate initiative and ability to work independently with minimal supervision required - Interpersonal and soft skills that motivate trust, teamwork and transparency - Bachelor’s Degree in Accounting or related field; or - Zero (0) to One (1) year related experience and/or training; or equivalent combination of education and experience Requirements - Ability to write reports, business correspondence - Ability to effectively present information and respond to questions from managers, clients, customers, and the general public - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists - Ability to interpret a variety of instructions furnished in written, oral, or schedule form - Knowledge of Microsoft Office, PDF editing software Benefits - Medical, Dental, Vision, STD, LTD, Basic Life, Vol Life - HSA, FSA, Accident, Critical Illness, Hospital Indemnity - Doctegrity, Pet Insurance - 401k and much more!