CPA Office Support Staff

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

Job Description

Job Description

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