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Tax Consultant

2 months ago

Monrovia, California, United States TransGlobal Full time
Job Overview

Location: Monrovia, CA

About TransGlobal:

TransGlobal is recognized as one of the premier insurance general agencies across the United States, with a vast network of over 30 offices. We specialize in providing a comprehensive financial service platform that encompasses insurance, real estate, lending, investment, retirement planning, and tax services. Our extensive network includes more than 5000 licensed professionals, enabling us to offer tailored solutions from top-rated insurance providers to meet diverse client needs.

Position Objective:

We are seeking a meticulous Tax Associate to join our Tax Services department. This role involves consulting with clients and delivering tax preparation services. Key responsibilities include engaging with clients, gathering and reviewing tax documentation, preparing tax returns, registering new entities, and conducting tax research projects.

Why Choose TransGlobal Tax Services?

At TransGlobal, you will benefit from the expertise of our seasoned CPAs, each with over a decade of experience. Outstanding performance may lead to advancement opportunities to positions such as Senior Tax Associate or Tax Specialist. You will be part of a supportive team in a bright and welcoming office environment.

Key Responsibilities:

  1. Ensure compliance with IRS regulations and state requirements for clients.
  2. Analyze financial situations to minimize tax liabilities through effective strategies.
  3. Review financial records, including income statements and balance sheets.
  4. Prepare and file tax returns and associated documentation for clients.
  5. Conduct research on tax issues and support clients during tax audits.
  6. Consult with clients, reviewing their tax information and addressing inquiries.
  7. Maintain accurate records of each client's tax circumstances.
  8. Assist in the registration of new business processes.
  9. Perform clerical duties such as scanning documents and managing correspondence.
  10. Handle sensitive information with utmost integrity and confidentiality.

Qualifications:

  1. Strong verbal and written communication skills in English and Mandarin Chinese.
  2. A degree in Taxation or Accounting is mandatory.
  3. At least 1 year of experience in tax preparation or accounting within a CPA firm.
  4. Highly organized with exceptional attention to detail.
  5. Proficient time management skills to meet deadlines.
  6. Familiarity with MS Excel and tax/accounting software (QuickBooks and ProConnect).

Compensation and Benefits:

  • Comprehensive health insurance, including medical, dental, vision, and HSA for employees and their families.
  • 401(k) plan with employer matching contributions.
  • Paid Sick Leave of 6 days per year, available after a probationary period.
  • 10 days of Paid Time Off (PTO) in the first year, with increases based on tenure.
  • Paid holidays, jury duty, and training opportunities.
  • Starting salary between $4,000 and $4,600 per month, commensurate with experience, with potential for raises after the initial probation period.