CPA Office Support Staff

Wealth Training Academy, LLC

CPA Office Support Staff

Greenville, SC
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Health insurance

    Paid time off

    QuickBooks Desktop Coordinator (CPA Office Support) — High-Performer Role (In Office)

    Location: Greenville, SC (Onsite / In-Office) Type: Full-Time, Year-Round (Not Seasonal / Not Temporary) Pay: Competitive (DOE) + Benefits

    This Job Has a Real Mission

    We’re not here to “do paperwork.”

    We help clients keep more of what they earn by tightening up their books, cleaning up workflows, and uncovering opportunities that cut fees and reduce taxes.

    If you take pride in being the person who keeps everything moving, keeps clients calm, and keeps the team on track—this role matters.

    ✅ QuickBooks Desktop experience is REQUIRED to be considered.

    What You’ll Do

    Assist with the coordination of our bookkeeping + payroll team

    Keep deadlines tight, workflows clean, and nothing falling through the cracks

    Communicate with clients by phone and email (confident, clear, professional)

    Work inside QuickBooks Desktop and support bookkeeping organization

    Gather and organize tax-related items so the CPA team can move fast and accurately

    Use tools like Microsoft 365 (Word, Teams) plus Thomson Reuters and Drake

    Use AI tools to improve speed, accuracy, and consistency

    You’ll Win Here If You Are…

    Fast, organized, and relentless about follow-through

    The kind of person who doesn’t need to be chased

    Calm with clients, sharp with details, and strong on the phone

    Comfortable juggling multiple clients and priorities at once

    The “hub” who makes the office run smoother simply by showing up

    Requirements

    Hands-on QuickBooks Desktop experience (required)

    1–2 years in office admin/accounting support/client coordination

    Strong phone communication and professional presence

    Excellent organization + task management

    Proficient with Microsoft 365 (Word, Teams)

    Comfortable learning new systems + using AI to boost productivity

    Nice to Have

    CPA firm experience

    Thomson Reuters and/or Drake familiarity

    Experience coordinating outsourced bookkeeping/payroll vendors

    Benefits

    Health Insurance

    Retirement Plan

    Paid Vacation

    Paid Holidays

    Stable year-round role with room to grow

    A team that values performance and ownership

    To apply: Send your resume + a quick note about your QuickBooks Desktop experience and why you’re a high-output, deadline-driven person.