Tax Advisor (Bilingual in Chinese)
1 day ago
Las Vegas
Job Description 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., • At least 6 months of experience in payroll processing., • At least 6 months of experience preparing both company and individual tax returns., • Familiarity with tax software, CRM tools, and financial systems., • Strong knowledge of tax compliance, tax return preparation, and basic accounting principles., • 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., • 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.