Chinese-Bilingual Tax Compliance Manager (Full-Time)

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

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

• 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