The Wealth Training Academy · 2 months ago
Enrolled Agent or Certified Public Accountant
Greenville, SC
Full-time
Onsite
Mid Level
$35K/yr - $120K/yr
3+ years expThe Wealth Training Academy is a Personal CFO and Wealth Coaching firm that focuses on integrating Taxes, Investments, Insurance, and Estate Planning. They are seeking a highly skilled Enrolled Agent or CPA to protect clients from costly tax disasters, uncover inefficiencies, and design personalized tax solutions within a broader financial plan.
FinanceFinancial ServicesMarketingTraining
Responsibilities
Protect clients from costly tax disasters
Uncover inefficiencies and missed opportunities
Translate complex tax law into clear, actionable strategies
Help design personalized tax solutions that fit within a bigger financial plan
Qualification
Required
Active EA Certificate or CPA license (or on-track to obtain CPA license)
3+ years of experience in tax prep & strategy (1040, 1120, 1065, etc.)
Strong communication skills—able to explain tax code in plain English
Tech-savvy, comfortable with Microsoft Excel, Word, and Outlook
Collaborative mindset—thrives in a team environment
Commitment to in-office collaboration in Greenville, SC (some flexibility possible)
Preferred
Enrolled Agent (EA) certification (preferred) or CPA license
Prefer two [3+] years or more tax return preparation experience
Benefits
401(k)
401(k) matching
Health insurance
Paid time off
Health Insurance
401(k) with company match
PTO and paid holidays
Company
The Wealth Training Academy
The Wealth Training Academy is a financial marketing and training firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
E
Edward Storer
Founder, Owner & President
Company data provided by crunchbase