Transpacific Financial Inc.

03/23/2023

泛宇税务部门招全职 Tax Compliance Manager. 有多年税务经验的会计师欢迎加入我们！

职位：Tax Compliance Manager
性质：全职
地点：SoCal, NorCal, NY, NJ, NC, MA, PA, NV, and more
南加: Monrovia, Alhambra, Diamond Bar, Chino Hills, Ontario, Irvine
要求：中英文流利, 有 10 年税务经验, 有 CPA 执照
时间：周一至周五 9am – 5:45pm (午休45分钟)
福利：医疗/牙科/视力保险 眷属附约, 401(k) 退休计划 + employer matching
福利：带薪节假日, 病假, 事假, 年假, 陪审员假
起薪：$100,000 ~ $120,000/year 根据应聘者经验
联络：人事部经理 Rachel Chang
应聘：请将英文履历寄至 [email protected]
网站：https://www.transglobalus.com
脸书：https://www.facebook.com/transglobalusa

09/04/2021

如何從泛宇的網站上找到最新的年金產品及資訊?
👉這集視頻將手把手教你 輕鬆順利的看到即時更新!

泛宇經紀人培訓網站:https://www.transglobaltrainings.com/

#年金

06/23/2021

📣單打獨鬥太辛苦，選對團隊很重要！
只有泛宇的經紀人，能享有全方位的協助💪，
不管你的客人需要保險、投資、貸款、地產、稅務服務
泛宇都有專業的團隊協助您，全面性的專業訓練，讓你在創業路上一帆風順，總是跑的比別人快，飛的比別人高！⛵️
👉 美國泛宇集團，一站式財富管理權威!
👉 趕快加入我們！Join us today! https://www.transglobalus.com/zh/landingpage-zh/
☎️ 泛宇專線：888-831-8868
#保險經紀 #泛宇 #保險 #投資 #貸款 #地產 #稅務

06/03/2021

現在就可以馬上估價~~
泛宇Underwriting來幫您 😎

05/14/2021

自從COVID19 新冠病毒後, 保險公司增加審核標準
案件更難通過核保，該怎麼辦?
有了客人，案件核不過，等於做白工
只有泛宇，才有專業的Underwritng 核保部門
因為熟悉保險公司的準則
而且能請保險公司的Underwriting先審核
才能快速的幫助您的客人，一次性通過審核
泛宇集團 - 最專業的核保團隊，全美唯一中文網上Underwriting 核保服務
今天就連絡泛宇
☎ 888-831-8868
👉[email protected]
👉www.transglobalus.com

#泛宇 #審核

自從COVID19 新冠病毒後, 保險公司增加審核標準案件更難通過核保，該怎麼辦?有了客人，案件核不過，等於做白工只有泛宇，才有專業的Underwritng 核保部門因為熟悉保險公司的準則而且能請保險公司的Underwriting先審核才能快速的....

04/08/2021

We are seeking a detail-oriented assistant for our health insurance department in Monrovia and Irvine locations.

TransGlobal/Transpacific is the largest Asian General Agency in the USA, focusing on financial services such as life insurance, annuity, health insurance, property & casualty insurance, real estate, lending, and tax services.
https://www.transglobalus.com/services/

Responsibilities:
1. Generate health insurance premium quotes for clients
2. Assist in processing forms and follow up status
3. Verify insurance eligibility and deal with billing questions
4. Assist in administrative support through multi-tasking of data entry, e-filing, document scanning, and other
office duties as requested by the Account Manager
5. Handle sensitive information with the highest degree of integrity and confidentiality

Qualifications:
1) Proficient in computer skills – MS Office: Excel, Word, Adobe: Acrobat
2) Fluent in BOTH Mandarin Chinese and English
3) Minimum 1 year of in health insurance field is preferred
4) Minimum 1 year of office administrative experience is preferred
5) Licensed in health insurance is a plus
6) Legally authorized to work in USA for long term
7) Excellent verbal and written communication skills in English
8) Excellent organizational skills, attention to detail, professional phone etiquette

Salary & Benefits:
• Negotiable salary depending on experience
• Health insurance (medical/vision/dental) within 90 days with employer subsidy
• 401(k) after 1 year with employer matching
• Paid personal leaves and sick leaves in 90 days, paid vacation in 1 year
• Paid holidays

* To apply, please forward your resume and cover letter to [Email hidden]
* A phone interview will be conducted after your document(s) are reviewed.

04/02/2021

Full-Time Position: 前台接待 Front Desk Administrative Assistant
Location: Monrovia CA 91016 (West San Gabriel Valley)
Benefits: Medical/dental/vision insurance, 401(k) with matching, paid holidays, paid personal leaves, paid sick leaves, paid vacation
Website: http://www.transglobalus.com
Please send resume & cover letter to: [email protected]

03/23/2021

*Job Opening: Commission Assistant

*Department: Accounting

*Location: Monrovia, CA 91016

*Duty: insurance commission calculation, data entry, e-filing, paper filing, record keeping on QuickBooks

*Benefits: health insurance, 401(k) with matching, paid holidays, paid personal leaves, paid sick leaves, paid vacation

*Company: TransGlobal - we focus on on a variety of financial services such as life insurance, annuity, property & casualty insurance, health insurance, mortgage, real estate, and tax services.

*Website: http://www.transglobalus.com

03/23/2021

*Position: Chinese-Speaking Bookeeper

*Industry: Tax Services

*Location: Monrovia, CA 91016

*Duty: bookkeeping for clients (companies with various sizes) - trial balance, AP, AR, GL, review financial transaction, generate 1099 and W-2 reports, P&L report, bank reconciliation

*Qualification: minimum 5-year bookkeeping experience, familiar with QuickBooks

*Benefits: health insurance, 401(k) with matching, paid holidays, paid personal leaves, paid sick leaves, paid vacation

*Company: TransGlobal - we focus on on a variety of financial services such as life insurance, annuity, property & casualty insurance, health insurance, mortgage, real estate, and tax services.

*Website: https://transglobaltaxservices.com/

*Contact: please send resume/cover letter to: [Email hidden]

03/15/2021

Position: Full-Time Bookkeeper
Work location: Monrovia CA 91016
We are seeking an experienced and detailed-oriented bookkeeper to support for our Tax Service Department.
Website: http://www.transglobalus.com
Responsibilities:
1. Maintain trial balance, reconciliation of general ledger, process bank reconciliation
2. Review financial transaction for accuracy, establish a Chart of Accounts, generate 1099’s and W-2’s reports
3. Prepare balance sheets, generate profit and loss statements
4. Provide administrative support such as updating database, filing paperwork, scanning documents
5. Perform data entry by inputting and maintaining financial records into accounting software
6. Handle sensitive information with the highest degree of integrity and confidentiality

Qualifications:
1. Fluent in BOTH Mandarin and English
2. At least 5 years of bookkeeping experience
3. Familiar with QuickBooks
4. Solid understanding of bookkeeping/AP/AR principles
5. Associate or bachelor’s degree in accounting or related field
6. Meticulous attention to detail, highly organized, process paperwork efficiently
7. Positive learning attitude, friendly demeanor and good team player

Benefits:
• Negotiable salary depending on experience
• Medical/vision/dental insurance eligibility within 90 days with employer subsidy
• 401(k) eligibility after 1 year with employer matching
• Paid personal leaves and paid sick leaves eligibility within 90 days, paid vacation after 1 year
• Paid holidays

* To apply, please forward your resume and cover letter to [email protected]

02/15/2021

Happy Niu Year!

01/25/2021

Position: Chinese-Speaking Front Desk Administrative Assistant

Location: Monrovia, CA 91016

We are seeking a detail-oriented administrative assistant for the front desk of our headquarters office in Monrovia.

TransGlobal/Transpacific is the largest Asian General Agency in the US, focusing on financial services such as life insurance, annuity, health insurance, Property & Casualty insurance, real estate, mortgage, and financial advisory.

Website: http://www.transpacificagency.com
http://www.transglobalus.com

Responsibilities:

1. Receive visitors at front desk by greeting and directing them to the appropriate person

2. Answer and forward incoming telephone calls to 27 branch offices; respond to general inquiries

3. Assist in administrative support through multi-tasking of data entry, filing, document scanning, photocopying, and other office duties

4. Receive, sort and distribute daily mails and deliveries

5. Handle sensitive information with the highest degree of integrity and confidentiality

6. Ensure front desk area is tidy and presentable

Qualifications:

1) No OPT, no H-1B sponsorship accepted/legally authorized to work in USA for long term

2) Fluent in BOTH Mandarin and English

3) Minimum 1 year of admin assistant experience

4) Skills in MS Office: Excel, Word

5) Excellent verbal and written communication skills in English

6) Excellent organizational skills, attention to detail, professional phone etiquette

Benefits:

· Negotiable salary depending on experience.

· Health insurance in 90 days, 401(k) after 1 year

· Paid personal leaves and sick leaves after 3 months, paid vacation after 1 year

* To apply, please forward your resume and cover letter to **[email protected]**

* A brief phone interview will be conducted after your document(s) are reviewed.