Tax Associate (Chinese-Bilingual)
at Transglobal
Monrovia, CA 91016, USA -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 06 Aug, 2024 | USD 4600 Monthly | 07 May, 2024 | 1 year(s) or above | Communication Skills,Management Skills,Quickbooks,Finance,Tax Preparation | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
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.
QUALIFICATIONS
- Excellent verbal and written communication skills in English and Mandarin Chinese.
- A degree in Taxation or Accounting is required.
- Minimum of 1 year of experience in tax preparation, finance, or accounting in CPA firm.
- Highly organized with attention to detail.
- Ability to meet deadlines with effective time management skills.Proficient in MS Excel and familiar with tax/accounting software (QuickBooks and ProConnect)
Responsibilities:
- Ensure clients comply with IRS regulations and meet their state obligations.
- Analyze and minimize tax liabilities by implementing tax reduction strategies.
- Review financial records, income statements, balance sheet, and expenditures.
- Prepare and file tax returns and work papers for clients.
- Research tax issues and assist with tax audits.
- Consult with clients, review their tax information, and respond to questions and concerns.
- Monitor and maintain accurate records of each client’s tax situation.
- Assist in registering new business processes.
- Clerical tasks including scan documents, photocopy, email correspondence, and other office duties assigned.
- Handle sensitive information with the highest degree of integrity and confidentiality.
REQUIREMENT SUMMARY
Min:1.0Max:6.0 year(s)
Accounting
Accounts / Finance / Tax / CS / Audit
Accounts Management
Graduate
Proficient
1
Monrovia, CA 91016, USA
