Enrolled Agent: Wealth Defense & Tax Strategy

The Wealth Training Academy; Greenville (SC); On-site; USD 35,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

PTO and paid holidays

CPE and license renewal fees

Growth opportunities

Job summary

The Wealth Training Academy, a Personal CFO and Wealth Coaching firm in Greenville, SC, seeks an Enrolled Agent or CPA for an in‑office tax role. You will work with our integrated team to protect clients from tax risks and optimize their wealth plans.

In this position you will translate complex tax codes into actionable strategies, design personalized solutions, and collaborate daily with investment, insurance, and planning professionals. Full‑time or part‑time options available.

Qualifications

• EA certification (preferred) or CPA license.
• 3+ years of experience in tax prep & strategy (1040, 1120, 1065, etc.).
• Strong communication skills and proficiency with Microsoft Office.
• Collaborative mindset and in‑office collaboration in Greenville, SC.

Responsibilities

• Protect clients from costly tax disasters.
• Uncover tax inefficiencies and missed opportunities.
• Translate complex tax law into clear, actionable strategies.
• Help design personalized tax solutions within a bigger financial plan.

Skills

Communication skills

Team collaboration

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

The Wealth Training Academy, a Personal CFO and Wealth Coaching firm in Greenville, SC, seeks an Enrolled Agent or CPA for an in‑office tax role. You will work with our integrated team to protect clients from tax risks and optimize their wealth plans.

In this position you will translate complex tax codes into actionable strategies, design personalized solutions, and collaborate daily with investment, insurance, and planning professionals. Full‑time or part‑time options available.