CPA Office Support Staff

Wealth Training Academy, LLC; Greenville (SC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Stable year-round role

Room for growth

Job summary

A specialized accounting firm in Greenville, SC is seeking a QuickBooks Desktop Coordinator. This role involves coordinating bookkeeping tasks and supporting the CPA team. The ideal candidate will have strong QuickBooks Desktop experience, excellent organization skills, and the ability to communicate professionally with clients. This full-time in-office position offers competitive pay and benefits, and seeks a proactive team player capable of managing multiple responsibilities efficiently.

Qualifications

• 1–2 years in office admin/accounting support/client coordination.
• Proficient in communication via phone and email.
• Experience juggling multiple clients and tasks simultaneously.
• Excellent organization and task management.
• Proficient with Microsoft 365 (Word, Teams).
• Comfortable learning new systems and using AI to boost productivity.

Responsibilities

• Assist with the coordination of bookkeeping and payroll team.
• Communicate with clients by phone and email professionally.
• Gather and organize tax-related documents for the CPA team.
• 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.

Skills

QuickBooks Desktop experience

Organization

Communication skills

Task management

Microsoft 365 proficiency

Tools

Microsoft 365

Thomson Reuters

Drake

Thomson Reuters

Drake

Job description

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Position

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.