The Wealth Training Academy · 1 day ago
QuickBooks Desktop Coordinator (CPA Office Support) — High-Performer Role (In Office)
Greenville, SC
Full-time
Onsite
Entry Level
1+ years expThe Wealth Training Academy is focused on helping clients create holistic financial strategies tailored to their long-term goals. They are seeking a QuickBooks Desktop Coordinator to manage outsourced bookkeeping and payroll, ensuring smooth workflows and effective client communication.
FinanceFinancial ServicesMarketingTraining
Responsibilities
Run point on coordination of outsourced bookkeeping + payroll
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
Health Insurance
Retirement Plan
Paid Vacation
Paid Holidays
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