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Tax Consultant

2 months ago

Monrovia, California, United States TransGlobal Full time
Job Overview

Location: Remote

Company Overview

TransGlobal is a leading insurance general agency in the United States, operating over 30 offices across the nation. 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 over 5000 licensed professionals representing top-rated insurance providers, ensuring tailored solutions for our diverse clientele.

Position Objective

The Tax Services division is seeking a meticulous Tax Consultant to engage with clients and deliver expert tax preparation services. Key responsibilities include client interaction, gathering and assessing tax information, preparing tax returns, registering new entities, and conducting tax research initiatives.

Benefits of Working with TransGlobal Tax Services

Our team offers invaluable insights from experienced CPAs. Exceptional performance may lead to advancement opportunities to Senior Tax Associate or Tax Specialist roles. You will collaborate with a supportive team in a bright and welcoming office environment.

Key Responsibilities

  1. Ensure adherence to IRS regulations and state tax obligations for clients.
  2. Evaluate and reduce tax liabilities through strategic tax planning.
  3. Examine financial documents, including income statements and balance sheets.
  4. Prepare and submit tax returns and supporting documentation for clients.
  5. Investigate tax-related issues and assist during tax audits.
  6. Engage with clients to review their tax data and address inquiries.
  7. Maintain precise records of each client's tax circumstances.
  8. Support the registration of new business processes.
  9. Perform clerical duties such as document scanning, photocopying, and correspondence.
  10. Handle confidential information with the utmost integrity and discretion.

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, finance, or accounting within a CPA firm.
  4. Highly organized with a keen eye for detail.
  5. Proficient time management skills to meet deadlines.
  6. Familiarity with MS Excel and tax/accounting software (QuickBooks and ProConnect).

Compensation & Benefits

  • Comprehensive health insurance package, including medical, dental, vision, and HSA for employees and their dependents.
  • 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 in the first year, with increases based on tenure.
  • Paid holidays, jury duty, and training sessions.
  • Starting salary between $4,000 and $4,600 per month, commensurate with experience, with potential for salary increases after the initial evaluation period.