Enrolled Agent or Certified Public Accountant Job at The Wealth Training Academy, Greenville, SC

  • The Wealth Training Academy
  • Greenville, SC

Job Description

Job Overview We’re Hiring: Full Time and Part Time, EA’s or CPA’s (In-Office | Greenville, SC) 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. In‑Office Position This 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. Role We’re seeking a highly skilled Enrolled Agent (EA) or CPA who is ready to step beyond routine tax prep into integrated wealth defense. You’ll collaborate directly with our in‑house team of investment, insurance, legal, and planning pros to: 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 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) This role is not for those seeking 100% remote work or who prefer minimal client interaction. 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 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 Location 201 Roper Creek Drive, Greenville, SC 29615 Work Schedule Monday to Friday, Full‑time (also available part‑time) Additional Information Resume required. Hires immediately for full‑time or part‑time permanent position. #J-18808-Ljbffr

Job Tags

Permanent employment, Full time, Part time, Live in, Work at office, Immediate start, Remote work, Monday to Friday

Similar Jobs

Ideapeddler

Freelance Campaign Copywriter Job at Ideapeddler

 ...Campaign Copywriter Idea Peddler is seeking a freelance Campaign Copywriter with agency experience to support destination, tourism, hospitality, and place-based marketing initiatives. We are looking for a builder. Someone who understands agency life, can work quickly... 

General Dynamics Information Technology

Painter Maintenance Job at General Dynamics Information Technology

 ...Insulation and Lagging; accomplish WHAT YOU'LL NEED TO SUCCEED Bring your Painter expertise along with a drive for innovation to GDIT. Education: High School Diploma/GED Experience: 1+ years of related experience US citizenship required GDIT IS YOUR... 

Better-Pros

Lighting Designer Job at Better-Pros

 ...About this job: Can you give life to spaces through the art of lighting? Are your eagle eyes trained for an awesome challenge? Is design what you live for? We hope you are ready to shine as the most meticulous Lighting Designer our US-based client has ever met. We... 

ClifyX

Peoplesoft Technical consultant Job at ClifyX

 ...PeopleSoft Technical Consultant Technical/Functional Skills: Experienced PeopleSoft Technical Consultant having good hands on experience on HCM and FSCM modules (Core HR, eCompensation, NA Payroll, AP, AR, GL). Good knowledge on PeopleCode, Application Engine, Component... 

Techvilla Solutions

Salesforce Administrator Job at Techvilla Solutions

 ...Primary Responsibilities Manage the day-to-day administration and support of the Salesforce platform. Manage Salesforce users, roles, profiles, permission sets, and sharing rules. Configure and maintain custom objects, fields, page layouts, record types, and...