CPA Office Coordinator — QuickBooks Desktop (In-Office)

Wealth Training Academy, LLC; South Carolina; On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

Paid Vacation

Paid Holidays

Stable year-round role with room to go

A team that values performance and own

A team that values performance and own

Job summary

Wealth Training Academy, LLC in Greenville, SC seeks a QuickBooks Desktop Coordinator to support our CPA office. This in-office role focuses on bookkeeping coordination, payroll support, meeting deadlines, and keeping client communications professional.

If you have hands-on QuickBooks Desktop experience, 1–2 years in office admin or accounting support, and comfort with Microsoft 365 plus AI tools, you could be a great fit.

Qualifications

• Hands-on QuickBooks Desktop experience (required).
• 1–2 years in office admin/accounting support/client coordination.
• Strong phone communication and professional presence.
• Excellent organization and task management.
• Proficient with Microsoft 365 (Word, Teams).
• Comfortable learning new systems + using AI to boost productivity.

Responsibilities

• Assist with coordination of bookkeeping + payroll team.
• Keep deadlines tight and workflows clean.
• Communicate with clients by phone and email (confident, clear, professional).
• Work inside QuickBooks Desktop and support bookkeeping organization.
• Gather and organize tax-related items for CPA team.
• Use Microsoft 365, Thomson Reuters, and Drake.
• Leverage AI tools to improve speed, accuracy, and consistency.

Skills

Strong phone communication

Professional presence

Excellent organization

Task management

Calm with clients

Tools

Microsoft 365 (Word, Teams)

Thomson Reuters

Drake

AI productivity tools

Job description

Wealth Training Academy, LLC in Greenville, SC seeks a QuickBooks Desktop Coordinator to support our CPA office. This in-office role focuses on bookkeeping coordination, payroll support, meeting deadlines, and keeping client communications professional.

If you have hands-on QuickBooks Desktop experience, 1–2 years in office admin or accounting support, and comfort with Microsoft 365 plus AI tools, you could be a great fit.