Tax Advisor (Bilingual in Chinese)

GENERAL FUNCTION / SUMMARY

TransGlobal is seeking a Tax Advisor who combines tax knowledge with a strong sales and client-focused approach. This role is responsible for understanding client tax needs, recommending appropriate services, and building long-term relationships while driving sales of TransGlobal tax solutions. The ideal candidate is outgoing, detail-oriented, and highly organized, with a background in tax, accounting, or payroll and a passion for customer service and business development.

MAJOR DUTIES AND RESPONSIBILITIES

Client Engagement & Relationship Management

• Serve as the first point of contact for clients, providing expert tax guidance and personalized service recommendations.
• Develop and maintain long-term client relationships, ensuring ongoing satisfaction and trust.
• Conduct consultations with clients (virtual or in-person) to assess their tax situations and offer tailored solutions.
• Educate clients on TransGlobal tax services, simplifying complex tax concepts for better understanding.

Sales & Business Development

• Actively promote TransGlobal tax services, including tax preparation, payroll tax compliance, tax planning, and advisory solutions.
• Identify opportunities for upselling and cross-selling tax-related products and services.
• Generate and qualify leads, following up with potential clients to convert inquiries into sales.
• Effectively communicate the value and benefits of TransGlobal tax solutions.
• Meet and exceed sales and client retention targets, contributing to the company's overall growth.

Tax Knowledge & Compliance Support

• Utilize tax and accounting knowledge to provide general advisory support on tax-related matters.
• Stay informed on current tax regulations, deductions, and compliance changes to guide clients effectively.
• Work with internal tax professionals to ensure clients receive the best possible solutions tailored to their needs.

Client Support & Coordination

• Assist clients in understanding tax compliance and deadlines, ensuring they remain compliant with tax laws.
• Coordinate with tax professionals to ensure smooth service delivery for tax return preparation, payroll tax filings, and other tax solutions.
• Troubleshoot basic tax service-related issues and escalate complex tax matters to the appropriate team.
• Manage client records and maintain accurate documentation of interactions and transactions.

Collaboration & Reporting

• Work closely with tax, accounting, and sales teams to align business strategies and enhance service offerings.
• Attend internal meetings and training sessions to stay updated on new tax services, sales techniques, and compliance updates.
• Prepare reports on client feedback, sales performance, and market trends to assist in company decision-making.
• Perform other tasks as assigned to support departmental and organizational goals.

BASIC QUALIFICATIONS

Highly Preferred Qualifications:

• Over 2 years of working experience in a CPA firm (CPA license not required).
• At least 1 year of hands-on experience preparing both company and individual tax returns.
• Prior experience in tax, accounting, or payroll-related work (e.g., tax preparation, bookkeeping, or working in an accounting firm)

Minimum Qualifications:

• At least 6 months of experience in payroll processing.
• At least 6 months of experience preparing both company and individual tax returns.
• Proven track record of handling 30+ individual tax returns and 10+ corporate tax returns annually.

Technical Knowledge & Skills:

• Familiarity with tax software, CRM tools, and financial systems.
• Strong knowledge of tax compliance, tax return preparation, and basic accounting principles.
• Enrolled Agent (EA) certification is a plus.

Soft Skills:

• Strong sales acumen with the ability to identify client needs, propose solutions, and close sales.
• Excellent verbal and written communication skills to explain tax matters clearly and persuasively.
• Skilled in handling objections and negotiations while maintaining strong client relationships.
• Highly organized and detail-oriented; able to manage multiple client accounts at once.
• Strong problem-solving skills and quick thinking when addressing client concerns.
• Passionate about helping clients navigate tax services and achieve compliance.
• Proven ability to build trust and maintain long-term professional relationships.

Education:

• Bachelor's degree in Accounting, Finance, Business, or a related field is preferred.

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

WHY JOIN US

• Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
• Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
• Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
• Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
• Impactful Work: Help individuals and families achieve financial security and generational wealth.

WHAT WE OFFER

• Competitive salary and benefits package.
• Opportunity to work in a collaborative and innovative environment.
• Professional development and growth opportunities.
• H-1B sponsorship available.
• Pay based on experience.