CPA Office Support Staff

The Wealth Training Academy; Greenville (SC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Paid time off

Job summary

The Wealth Training Academy is seeking a QuickBooks Desktop Coordinator to support our CPA office in Greenville, SC. This in-office role focuses on coordinating bookkeeping and payroll, maintaining tight deadlines, and ensuring smooth client communications.

Applicants should have hands-on QuickBooks Desktop experience and 1–2 years in office admin/accounting support, with strong organization, client communication, and MS 365 proficiency. AI tools may be used to boost productivity.

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 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 professionally.
• Work inside QuickBooks Desktop and support bookkeeping organization.
• Gather and organize tax-related items so the CPA team can move fast and accurately.
• Use AI tools to improve speed, accuracy, and consistency.

Skills

Strong communication

Excellent organization

Client coordination

Follow-through

Tools

QuickBooks Desktop

Microsoft 365

Thomson Reuters

Drake

AI productivity tools

Job description

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.

What You’ll Do

QuickBooks Desktop experience is REQUIRED to be considered.

• 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