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: TransGlobalUS.
com.
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
Review federal and multi-state income tax returns for partnerships, C corporations, S corporations, trusts, individuals and related income tax documents
Review and sign tax returns on behalf of clients
Supervise engagements including planning, organization, and execution
Research complex technical tax issues and provide solutions
Manage multiple clients while consistently meeting deadlines
Work closely with clients to advise on income tax issues and related tax planning
Train and mentor individual team members and ensure quality of work products
Qualifications
CPA license is required
Minimum of 10 years of taxation experience
Master's degree in Taxation is a plus
Excellent written and verbal communication skills
Excellent research skills
Proficiency in ProConnect or other tax software, QuickBooks and Microsoft Office
Salary & Benefits
Health insurance (medical/dental/vision/HSA) covering spouse and dependents with company subsidy
401(k) retirement 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
$100,000 ~ $150,000/year depend on experience