Accounting Advisor (CPA or EA)

FORGE SEARCH + CONSULTING, LLC; Greenville (SC); On-site; USD 75,000 - 95,000; Full time

Job summary

FORGE SEARCH + CONSULTING, LLC in Greenville, SC seeks an Accounting Advisor (CPA or EA) to deliver high-quality client accounting and tax services. The role focuses on multi‑state tax and complex accounting for individuals and entities, with mentoring of staff and direct client contact.

You’ll review monthly books, prepare returns, and help optimize client financial growth while upholding CPA standards and privacy obligations. Office-based with some travel.

Qualifications

• Bachelors degree in Accounting or Finance or related field.
• CPA or Enrolled Agent license required.
• Three years of accounting experience.
• Ability to handle income and sales tax preparation with no supervision.
• Driven, take ownership, initiative, and strong leadership.
• Team player, empathetic and solution focused.
• Strong analytical and problem-solving abilities with attention to detail.
• Experience in payroll processing, regulations, and tax implications.
• Proficient in QuickBooks Desktop and QuickBooks Online.

Responsibilities

• Provide timely, high-quality client accounting service meeting expectations.
• Participate in new client and prospect discovery meetings.
• Review monthly accounting for clients and ensure quality.
• Prepare individual, corporate, partnership and non-profit tax returns.
• Lead, coach, and mentor accounting staff.
• Integrate cloud-based accounting apps for client use.
• Review client profitability, service levels, and positions.
• Communicate tax and business planning with clients and document accordingly.
• Handle notices and exams and respond professionally.
• Maintain chart of accounts, GL, payroll, and cash management.

Skills

Leadership

Communication

Teamwork

Analytical thinking

Attention to detail

Education

Bachelor's degree in Accounting or Finance

CPA or Enrolled Agent license

Tools

QuickBooks Desktop

QuickBooks Online

Job description

Accounting Advisor (CPA or EA)

Accounting Greenville , South Carolina

Direct Hire Aug 24, 2026

We are working with a family friendly professional services firm who is on the search for an Accounting & Tax Senior to join their team. This is an opportunity to provide quality client service and deliver consistent client experience.

If you have a natural curiosity and willingness to serve clients and nurture relationships, this could be a great opportunity for you to make a direct impact on clients' personal and business financial growth!

*CPA or EA license required.

Essential Duties & Functions

• Ensure timely, high quality client accounting service that meets or exceeds client and firm expectations.
• Participate in new client and prospect discovery meetings.
• Review monthly accounting for accounting clients, maintaining overall quality.
• Accurately prepare individual, corporate, partnership and non-profit tax returns for your bookkeeping clients andfor annual clients.
• Exemplify initiative in everything, actively seeking to learn and be proactive with clients and our team.
• Apply exceptional technical knowledge to review and preparation of accounting projects and tax returns.
• Manage integration of cloud-based accounting applications to ensure an ideal system for clients with a seamless user experience.
• Perform reviews on clients to assess client profitability, service failures, and overall client position.
• Communicate proactively with clients on tax and business planning and document accordingly.
• Analyze and respond to notices and exams.
• Provide leadership, coaching, and mentoring of Accountants.
• Adhere to firm processes and procedures including knowledge of the firm's policy on privacy and the CPA-client confidentiality privilege under Internal Revenue Code section 7525.
• Know and follow the Code of Professional Conduct of the AICPA (including the Statements on Standards for Accounting and Review Services), and Treasury Department Circular 230.
• Perform several tasks concurrently with ease and professionalism.
• Maintain chart of accounts, general ledger, payroll, and cash management.
• Create well written work documents such as letters, correspondence, and memos in a clear, concise, and well documented manner, including referencing.
• Ensure clean integration of client accounting technologies such as QuickBooks Online
• Communicate with Client Service Team about emerging client accounting needs.
• Most work is performed in an office setting. Some travel and networking will be required.
• Handle other tasks and projects as assigned

Qualifications

• Bachelors level degree in Accounting, Finance, or related field.
• CPA or Enrolled Agent license required.
• Three years of experience in accounting.
• Ability to handle income and sales tax preparation and related exams with no supervision.
• Must be driven, take ownership and initiative, and possess strong leadership skills.
• Must work well in a team, and be empatheticand solution focused.
• Exceptional analytical and problem-solving abilities and excellent attention to detail.
• Experience in payroll processing, regulations, and tax implications.
• Proficient in QuickBooks Desktop, QuickBooks Online
• Must have strong oral and written communication, interpersonal, supervisory, and organizational skills.
• Strong technical skills and knowledge of complex accounting and tax standards across multi-states and various client entity types including non-profit, corporate, and individual.
• Must be process driven and understand complex operating policies, procedures, and make routine recommendations for improvement.
• Results driven with emphasis on quality and service that consistently meets or exceeds client expectations.