In-Office QuickBooks Pro: CPA Office Support

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

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.