Tax Advisor; Bilingual in Chinese

General Function / Summary

Trans Global 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 Trans Global 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.

• 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 Trans Global tax services, simplifying complex tax concepts for better understanding.

• Actively promote Trans Global 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 Trans Global 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 elevate 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.

• 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).

• 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.

• 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.

• 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…