CPA Office Support Staff

The Wealth Training Academy, LLC; Greenville (SC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

Paid Vacation

Paid Holidays

Stable year-round role

Performance and ownership culture

Job summary

The Wealth Training Academy, LLC in Greenville, SC is looking for a QuickBooks Desktop Coordinator to support our CPA office operations. This in-office role focuses on bookkeeping, payroll coordination, and keeping client work flowing smoothly.

We seek hands-on QuickBooks Desktop experience, strong organization, and professional client communication. Proficiency with Microsoft 365 and familiarity with Thomson Reuters/Drake are valued; the position is full-time with growth opportunities.

Qualifications

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

Responsibilities

• Assist coordination of bookkeeping and payroll teams.
• Maintain deadlines and clean workflows; no items fall through cracks.
• Communicate with clients by phone and email in a professional manner.
• Work inside QuickBooks Desktop and support bookkeeping organization.
• Collect and organize tax-related items for CPA team.
• Utilize AI tools to improve speed, accuracy, and consistency.

Skills

Excellent organization

Strong phone communication

Client coordination

Attention to detail

Follow-through

Education

High school diploma or equivalent

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