Tax Associate

Job DescriptionJob Description

Work location: 185 W. Chestnut Ave Monrovia, CA 91016

 

About Us

TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs.

Visit our website: TransGlobalUS.com.

 

Objective

Our Tax Services department is looking for a detail-oriented Tax Associate to consult with clients and provide tax preparation services. The responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns, registering new companies, and performing tax research projects.

 

Why Work at TransGlobal Tax Services

You’ll learn from our CPAs with a decade of experience. An exceptional Tax Associate may be promoted to a Sr. Tax Associate or Tax Specialist. You’ll work with a group of friendly staff in a comfortable office full of sunshine.

 

Responsibilities

1. Ensure clients comply with IRS regulations and meet their state obligations.

2. Analyze and minimize tax liabilities by implementing tax reduction strategies.

3. Review financial records, income statements, balance sheet, and expenditures.

4. Prepare and file tax returns and work papers for clients.

5. Research tax issues and assist with tax audits.

6. Consult with clients, review their tax information, and respond to questions and concerns.

7. Monitor and maintain accurate records of each client’s tax situation.

8. Assist in registering new business processes.

9. Clerical tasks including scan documents, photocopy, email correspondence, and other office duties assigned.

10. Handle sensitive information with the highest degree of integrity and confidentiality.

 

Qualifications

1. Excellent verbal and written communication skills in English and Mandarin Chinese.

2. A degree in Taxation or Accounting is required.

3. Minimum of 1 year of experience in tax preparation, finance, or accounting in CPA firm.

4. Highly organized with attention to detail.

5. Ability to meet deadlines with effective time management skills.

6. Proficient in MS Excel and familiar with tax/accounting software (QuickBooks and ProConnect)

 

Salary & Benefits

· Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouse and dependents.

· 401(k) plan with employer matching.

· PTO accrual begins on first day of employment, and increase every year until reaching a cap

· Paid holidays, paid jury duty, paid training.

· Starting salary ranging from $3,800 to $4,600/month, based on experience, with potential raises post-probation

Company DescriptionTransGlobal stands as one of the largest insurance general agencies in the US, boasting over 25 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.Company DescriptionTransGlobal stands as one of the largest insurance general agencies in the US, boasting over 25 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.

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