CPA Office Support Staff

Overview

Benefits: 401(k), 401(k) matching, Health insurance, Paid time off.

Position: Quick Books Desktop Coordinator (CPA Office Support) – High-Performer Role (In Office)

Location: Greenville, SC (Onsite / In-Office)

Type: Full-Time, Year-Round (Not Seasonal / Not Temporary)

Pay: Competitive (DOE) + Benefits

This Job Has a Real Mission

We’re not here to “do paperwork.” We help clients keep more of what they earn by tightening up their books, cleaning up workflows, and uncovering opportunities that cut fees and reduce taxes.

If you take pride in being the person who keeps everything moving, keeps clients calm, and keeps the team on track—this role matters.

• Quick Books Desktop experience is REQUIRED to be considered.
• 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 Quick Books 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

• Fast, organized, and relentless about follow-through
• The kind of person who doesn’t need to be chased
• Calm with clients, sharp with details, and strong on the phone
• Comfortable juggling multiple clients and priorities at once
• The “hub” who makes the office run smoother simply by showing up

• Hands-on Quick Books 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

• CPA firm experience
• Thomson Reuters and/or Drake familiarity
• Experience coordinating outsourced bookkeeping/payroll vendors

• Health Insurance
• Retirement Plan
• Paid Vacation
• Paid Holidays
• Stable year-round role with room to grow
• A team that values performance and ownership

Send your resume + a quick note about your Quick Books Desktop experience and why you’re a high-output, deadline-driven person.