CPA Office Support Staff

The Wealth Training Academy
Greenville, SC
Job Description
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. This role matters if you take pride in being the person who keeps everything moving, keeps clients calm, and keeps the team on track.

Requirements

  • 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

Benefits

  • Health Insurance
  • Retirement Plan
  • Paid Vacation
  • Paid Holidays
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