• Manage marketing of the Tax BU, internal and external tax publications, Tax events, social media, Tax submissions & awards.
o Assisting in the preparation of tax marketing materials: Create, revise, and maintain the suite of tax marketing materials in each jurisdiction including tax booklets, investment guides, tax brochures, fee proposal template, matter list, awards and ranking information, newsletters, client alerts, website content (internal and external) and press releases.
o Database management: Regular audit and updating of materials of accuracy and relevance.
o Review and standardization of content and templates prior to uploading on shared drives, including coordination with relevant content owners.
o Planning, managing, and monitoring the annual marketing budget for Tax Business Unit.
o Key Client Data Resources and Infrastructure
o Management and maintenance of client management reporting infrastructure systems, tools and processes, such as key client profiles, databases, financial reports/information, client meeting trackers and recording in CRM tools, relationship mapping, client team communications, to ensure the quality and timely delivery of client team requirements.
o CRM – Create, maintain, and update key client information, client plans, contacts and mailing lists.
o Financial performance analysis and reporting.
o Events
o Liaison and proactively initiate key strategies to work with Business Association, Chambers of Commerce and Business Communities to target and bring new services to Tax BU.
o Take a lead in office client hospitality, e.g. gathering through breakfast, lunch, dinner and party for all key existing and potential clients. This will include developing the brief concept and invitation list.
o Proactively communicate with local media on a regular basis and develop media relevant topics and themes.
o Marketing and Communications
o Client and Market Research: Research regarding existing and prospective clients, competitor activity and market trends and opportunities.
o Publication: Work closely with HoPGs and Business Development Unit to implement the publication of investment Guide, and Yearly Tax Pocket Guidebook; prepare presentation materials for client related events publication, though leadership and initiatives.
o Fee Proposals and Credentials: Ensure deals list, fee proposals, credentials and capability statements and bios are updated cyclically, and saved in central location.
o Other tasks not specifically listed in this JD may be assigned from time to time.