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Enrolled Agent or Certified Public Accountant

Job in Greenville, Greenville County, South Carolina, 29610, USA
Listing for: The Wealth Training Academy
Full Time, Part Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Consultant
Job Description & How to Apply Below

Overview

In-Office Position. This position is an in-office position. Please don't apply if you don't live in the greater Greenville, SC area or plan to move here in the immediate future.

Location

Greenville, SC 29615 (in-office)

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
What You’ll Bring / Qualifications
  • Enrolled Agent (EA) certification (preferred) or 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)
  • Active EA Certificate or CPA license (or on-track to obtain CPA license)
  • Prefer two [3+] years or more tax return preparation experience
Compensation & Benefits
  • Total compensation potential: $35,000 to $120,000+, depending on experience, education, contributions, and growth within the firm
  • Competitive salary plus performance-based bonus and incentive opportunities tied to firm growth and client success
  • Paid Continuing Professional Education (CPE) and license renewal fees
  • Health Insurance
  • 401(k) with company match
  • PTO and paid holidays
  • Growth path toward leadership and strategic advisory roles
About Us

At The Wealth Training Academy, we believe your tax expertise should change lives—not just fill forms. We are a Personal CFO and Wealth Coaching firm integrating Taxes, Investments, Insurance, and Estate Planning (TIIE it all together). Our mission is to shield, protect, and grow the wealth of high-income families, business owners, and pre-retirees.

Why Join Us
  • Impactful work:
    Your strategies directly protect and grow client wealth
  • Integrated team:
    Collaborate daily with investment advisors, insurance specialists, attorneys, and planners
  • Stability & growth:
    Join a growing firm with a bold mission
  • Face-to-face collaboration:
    We believe the best strategies come from real conversations
Schedule

Monday to Friday

Job Type
  • Full-time
Number of openings
  • Two
Location

Office: 201 Roper Creek Drive, Greenville, SC 29615

Resume Required
  • Yes
Send application updates to

kburn

Expect to hire within
  • Hire immediately for full-time or part-time permanent position
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