Wealth Training Academy, LLC
Enrolled Agent or Certified Public Accountant
Part Time • Greenville
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
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.
Enrolled Agent or Certified Public Accountant
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.
Enrolled Agent or Certified Public Accountant
Tax Advisory Group, LLC
Greenville, SC 29615
Pay
- $35,000.00 - $120,000.00 per year
Job type
· Full-time
Number of openings for this position
· Two
Schedule
· Monday to Friday
Benefits
· Paid time off, 401(k), Health Insurance Program
Job Description
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.
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.
This isn’t just a tax job—it’s a seat on a high-performance team where you’ll have a voice in real strategy.
The 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:
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
What You’ll Bring
✅ 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)
✅ 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
Let’s build something better—together!
Qualifications
- Active EA Certificate or CPA license (or on-track to obtain CPA license)
- Prefer two [3+] years or more tax return preparation experience
Physical Setting
· Office
Work location
· One location; 201 Roper Creek Drive, Greenville, SC 29615
Resume required
· Yes
Send application updates to
· kburnett@wealthtrainingacademy.com
Expect to hire within
Expect to hire within
· Hire immediately for full-time or part-time permanent position
Compensation: $40,000.00 - $75,000.00 per year
About Us
Achieving financial success can be a complex and confusing process to even the most experienced individuals – one that requires a significant amount of time, knowledge, and resources.
Today’s financial environment demands an approach that incorporates the expertise of skilled professionals, a variety of available solutions, and the independence required to provide objective recommendations.
At The Wealth Training Academy, we utilize a step-by-step wealth coaching process to help educate and prepare clients both for their future and the future of their loved ones.
(if you already have a resume on Indeed)