*Department*: Tax Services
*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 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: .
*Objective*
Our Tax Service department is seeking an experienced Tax Compliance Manager to review and ensure our clients’ tax filings are following government and local regulations.
This role involves working with individuals, families, and businesses with different tax structures (partnership, LLC, S Corp, C Corp, sole proprietor, trust).
*Responsibilities*
1.
Review federal and multi-state income tax returns for partnerships, C corporations, S corporations, trusts, individuals and related income tax documents
2.
Review and sign tax returns on behalf of clients
3.
Supervise engagements including planning, organization, and execution
4.
Research complex technical tax issues and provide solutions
5.
Manage multiple clients while consistently meeting deadlines
6.
Work closely with clients to advise on income tax issues and related tax planning
7.
Train and mentor individual team members and ensure quality of work products
*Qualifications*
1.
CPA license is required
2.
Minimum of 10 years of taxation experience
3.
Master’s degree in Taxation is a plus
4.
Excellent written and verbal communication skills
5.
Excellent research skills
6.
Proficiency in ProConnect or other tax software, QuickBooks and Microsoft Office
*Salary & Benefits*
· Starting base salary ranging from $100,000 to $150,000/year, based on experience, with potential increases post-probation.
· Commission/bonus for cross referrals.
· Comprehensive health insurance (covering medical, dental, vision, and HSA) for employees, spouses, and dependents.
· 401(k) plan with employer matching.
· Paid sick leave (6 days), paid personal leave (6 days), paid vacation (accrued based on years of employment), paid holidays, paid jury duty, paid training.
Job Type: Full-time
Pay: $100,000.
00 per year
Application Question(s):
* Do you have a degree in Accounting or Taxation in the USA?
* Will you now or in the future require sponsorship or transferring for employment visa status such as H-1B visa or green card?
Education:
* Master's (Preferred)
Experience:
* Taxation: 10 years (Preferred)
Language:
* Mandarin Chinese (Preferred)
License/Certification:
* CPA License (Preferred)
Work Location: In person
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