The Wealth Training Academy · 6 days ago
CPA Office Support Staff
Greenville, SC 29615
Full-time
Onsite
Entry Level
1+ years expThe Wealth Training Academy is dedicated to helping clients manage their finances effectively. They are seeking a QuickBooks Desktop Coordinator to assist with bookkeeping and payroll coordination, ensuring workflows are efficient and clients receive excellent service.
FinanceFinancial ServicesMarketingTraining
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 (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
Qualification
Required
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
Preferred
CPA firm experience
Thomson Reuters and/or Drake familiarity
Experience coordinating outsourced bookkeeping/payroll vendors
Benefits
401(k)
401(k) matching
Health insurance
Paid time off
Paid Vacation
Paid Holidays
Retirement Plan
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