More jobs:
Enrolled Agent or Certified Public Accountant
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-02-06
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.
LocationGreenville, 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
- 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
- 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
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
Monday to Friday
Job Type- Full-time
- Two
Office: 201 Roper Creek Drive, Greenville, SC 29615
Resume Required- Yes
kburn
Expect to hire within- Hire immediately for full-time or part-time permanent position
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