The Wealth Training Academy
Enrolled Agent or Certified Public Accountant
The Wealth Training Academy, Greenville, South Carolina, us, 29610
Enrolled Agent or Certified Public Accountant
Join to apply for the
Enrolled Agent or Certified Public Accountant
role at
The Wealth Training Academy Enrolled Agent or Certified Public Accountant
2 days ago Be among the first 25 applicants Join to apply for the
Enrolled Agent or Certified Public Accountant
role at
The Wealth Training Academy Benefits:
401(k) 401(k) matching Health insurance
Enrolled Agent or Certified Public Accountant
Tax Advisory Group, LLC
Greenville, SC 29615
Pay
$50,000.00 - $75,000.00 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 are looking for Enrolled Agents or Certified Public Accountants to work and advance in our growing business.
The work is good. Regular financial accounting responsibilities will be to manage the monthly posting and analysis of income and expense transactions and include reconciling bank and credit card accounts to monthly statements, processing payroll, and completing other usual tasks depending on a particular client's needs.
To be successful in this role, you must demonstrate operational expertise with QuickBooks Desktop and QuickBooks Online financial accounting software. You must also demonstrate operational expertise with advanced payroll services such as Paychex or ADP.
Even more important than properly entering and reconciling monthly financial accounting transactions into QuickBooks, we are looking for persons who can interpret the resulting financial statements and insightfully report about them to managers and clients.
In addition to financial accounting expertise, we are looking for persons who can do business and personal income tax returns with advanced tax software such as ProSystem Fx, UltraTax, or Drake.
We use computers extensively in our work, so general computer literacy beyond using the software mentioned above is required. We also require proficient operation of a 10-key calculator.
Because of the need to interact with managers and multiple clients on a regular basis, we are looking for persons who can multi-task under pressure with accuracy. This is particularly important.
In addition to good technical ability and personal capability, we are looking for persons who will be good communicators with clients and coworkers, like working together in a pleasant team environment, and are open to personal and financial advancement.
Tax Preparation Responsibilities
Work with Administrative Staff to initially receive client tax return information and other information so that work can be completed timely Communicate directly with our clients to gather additional information on unusual or unexpected items and to inquire about previous year changes Accurately input all tax return information Communicate with the Tax Manager when guidance or support is needed Report to the Tax Manager when income tax returns or income tax planning documents are complete and ready for review and approval After approval, print income tax returns and tax return input forms to the firm's electronic file cabinet and then push the approved income tax returns to the client's portal Complete checklists and status reports for completed work
Financial Accounting Responsibilities
Manage assigned clients to receive financial transactions and other information so that work can be completed timely Prepare payrolls accurately and timely Accurately input all accounting transactions Reconcile bank and credit card accounts Reconcile other accounts depending on a particular client's needs Communicate with the client to gather additional information on unusual or unexpected transactions Communicate with the Accounting Manager when guidance or support is needed Report to the Accounting Manager when the month's financial activity and analysis is complete and ready for approval After approval, print the monthly, quarterly or annual financial sets to the firm's electronic file cabinet Push the financial sets from the firm's electronic filing cabinet to the client's portal Complete checklists and status reports for completed work
Requirements
Good communicator with a good personality Expertise using a computer and a 10-key calculator Expertise using QuickBooks Desktop and QuickBooks Online financial accounting software Expertise using MS Word, Excel, Outlook and Teams software Strong attention to detail and good analytical skills Knowledge of accounting functions and procedures Prior work experience as a Full-Charge Bookkeeper or Staff Accountant
Qualifications
Active CPA license or on-track to obtain it or EA Certificate Minimum of five [5] years in Public Accounting
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 permanent position
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Referrals increase your chances of interviewing at The Wealth Training Academy by 2x Sign in to set job alerts for “Tax Accountant” roles.
Greenville, SC $65,000.00-$80,000.00 6 days ago Greenville-Spartanburg-Anderson, South Carolina Area $50,000.00-$100,000.00 5 days ago Senior Tax Advisor (Senior Tax Accountant) Local to Greenville, SC
Greenville-Spartanburg-Anderson, South Carolina Area $78,000.00-$90,000.00 1 month ago Greenville-Spartanburg-Anderson, South Carolina Area $65,000.00-$85,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Join to apply for the
Enrolled Agent or Certified Public Accountant
role at
The Wealth Training Academy Enrolled Agent or Certified Public Accountant
2 days ago Be among the first 25 applicants Join to apply for the
Enrolled Agent or Certified Public Accountant
role at
The Wealth Training Academy Benefits:
401(k) 401(k) matching Health insurance
Enrolled Agent or Certified Public Accountant
Tax Advisory Group, LLC
Greenville, SC 29615
Pay
$50,000.00 - $75,000.00 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 are looking for Enrolled Agents or Certified Public Accountants to work and advance in our growing business.
The work is good. Regular financial accounting responsibilities will be to manage the monthly posting and analysis of income and expense transactions and include reconciling bank and credit card accounts to monthly statements, processing payroll, and completing other usual tasks depending on a particular client's needs.
To be successful in this role, you must demonstrate operational expertise with QuickBooks Desktop and QuickBooks Online financial accounting software. You must also demonstrate operational expertise with advanced payroll services such as Paychex or ADP.
Even more important than properly entering and reconciling monthly financial accounting transactions into QuickBooks, we are looking for persons who can interpret the resulting financial statements and insightfully report about them to managers and clients.
In addition to financial accounting expertise, we are looking for persons who can do business and personal income tax returns with advanced tax software such as ProSystem Fx, UltraTax, or Drake.
We use computers extensively in our work, so general computer literacy beyond using the software mentioned above is required. We also require proficient operation of a 10-key calculator.
Because of the need to interact with managers and multiple clients on a regular basis, we are looking for persons who can multi-task under pressure with accuracy. This is particularly important.
In addition to good technical ability and personal capability, we are looking for persons who will be good communicators with clients and coworkers, like working together in a pleasant team environment, and are open to personal and financial advancement.
Tax Preparation Responsibilities
Work with Administrative Staff to initially receive client tax return information and other information so that work can be completed timely Communicate directly with our clients to gather additional information on unusual or unexpected items and to inquire about previous year changes Accurately input all tax return information Communicate with the Tax Manager when guidance or support is needed Report to the Tax Manager when income tax returns or income tax planning documents are complete and ready for review and approval After approval, print income tax returns and tax return input forms to the firm's electronic file cabinet and then push the approved income tax returns to the client's portal Complete checklists and status reports for completed work
Financial Accounting Responsibilities
Manage assigned clients to receive financial transactions and other information so that work can be completed timely Prepare payrolls accurately and timely Accurately input all accounting transactions Reconcile bank and credit card accounts Reconcile other accounts depending on a particular client's needs Communicate with the client to gather additional information on unusual or unexpected transactions Communicate with the Accounting Manager when guidance or support is needed Report to the Accounting Manager when the month's financial activity and analysis is complete and ready for approval After approval, print the monthly, quarterly or annual financial sets to the firm's electronic file cabinet Push the financial sets from the firm's electronic filing cabinet to the client's portal Complete checklists and status reports for completed work
Requirements
Good communicator with a good personality Expertise using a computer and a 10-key calculator Expertise using QuickBooks Desktop and QuickBooks Online financial accounting software Expertise using MS Word, Excel, Outlook and Teams software Strong attention to detail and good analytical skills Knowledge of accounting functions and procedures Prior work experience as a Full-Charge Bookkeeper or Staff Accountant
Qualifications
Active CPA license or on-track to obtain it or EA Certificate Minimum of five [5] years in Public Accounting
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 permanent position
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Referrals increase your chances of interviewing at The Wealth Training Academy by 2x Sign in to set job alerts for “Tax Accountant” roles.
Greenville, SC $65,000.00-$80,000.00 6 days ago Greenville-Spartanburg-Anderson, South Carolina Area $50,000.00-$100,000.00 5 days ago Senior Tax Advisor (Senior Tax Accountant) Local to Greenville, SC
Greenville-Spartanburg-Anderson, South Carolina Area $78,000.00-$90,000.00 1 month ago Greenville-Spartanburg-Anderson, South Carolina Area $65,000.00-$85,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr