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.
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