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CPA Office Support Staff

Wealth Training Academy, LLC

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.

Vacancy posted 4 days ago
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