Enrolled Agent or Certified Public Accountant

Job Description

Job DescriptionBenefits:

• 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


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, EAs or CPAs (In-Office | Greenville, SC)

About Us
At The Wealth Training Academy, we believe your tax expertise should change livesnot 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 isnt just a tax jobits a seat on a high-performance team where youll have a voice in real strategy.

The Role
Were seeking a highly skilled Enrolled Agent (EA) or CPA who is ready to step beyond routine tax prep into integrated wealth defense. Youll 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 Youll Bring
Enrolled Agent (EA) certification (preferred) or CPA license
3+ years of experience in tax prep & strategy (1040, 1120, 1065, etc.)
Strong communication skillsable to explain tax code in plain English
Tech-savvy, comfortable with Microsoft Excel, Word, and Outlook
Collaborative mindsetthrives 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

Lets build something bettertogether!

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
Hire immediately for full-time or part-time permanent position