QuickBooks Desktop Coordinator – CPA Office (Onsite)

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

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.