TransGlobal Holding Co. · 1 month ago
Tax Advisor (Bilingual in Chinese)
Las Vegas, NV
Full-time
Hybrid
Entry, Mid Level
2+ years expTransGlobal Holding Co. is seeking a Tax Advisor who combines tax knowledge with a strong sales and client-focused approach. This role involves understanding client tax needs, recommending appropriate services, and building long-term relationships while driving sales of TransGlobal tax solutions.
Financial ServicesLendingProfessional ServicesWealth Management
Responsibilities
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
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
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
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
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
Qualification
Required
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
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
Familiarity with tax software, CRM tools, and financial systems
Strong knowledge of tax compliance, tax return preparation, and basic accounting principles
Preferred
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)
Enrolled Agent (EA) certification is a plus
Bachelor's degree in Accounting, Finance, Business, or a related field is preferred
Benefits
Competitive salary and benefits package.
Opportunity to work in a collaborative and innovative environment.
Professional development and growth opportunities.
H-1B sponsorship available.
Company
TransGlobal Holding Co.
For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.
201-500 employees
H1B Sponsorship
TransGlobal Holding Co. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (1)
2023 (1)
Funding
Current Stage
Growth StageCompany data provided by crunchbase