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Enrolled Agent or Certified Public Accountant

Wealth Training Academy, LLC · Greenville, SC · Tax advisory and integrated wealth planning team

Compensation

$40k – $75k /yr

Employment type

Part-time

Work setting

On-site

Location

Greenville, SC

Schedule

Day shift

Posted

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Job overview

The Enrolled Agent or Certified Public Accountant role is onsite in Greenville, SC. The posting lists total compensation potential of $35,000–$120,000+ per year, depending on experience, education, contributions, and growth. The role supports The Wealth Training Academy’s tax advisory and wealth coaching work for high-income families, business owners, and pre-retirees. The professional contributes to integrated client wealth planning by preparing and advising on taxes, identifying tax inefficiencies, explaining tax law, and developing tax strategies in collaboration with investment, insurance, legal, and planning professionals.

What you'll do

  • Protect clients from tax problems
  • identify inefficiencies and missed opportunities
  • explain tax law in clear terms
  • design personalized tax solutions within broader financial plans
  • collaborate with investment, insurance, legal, and planning professionals
  • prepare and advise on tax returns and strategy.

What we're looking for

Skills & competencies
enrolled agent
certified public accountant
greenville sc
wealth training academy
part-time
in-office
$35k–$120k+ per year
tax preparation
tax strategy
wealth planning
ea or cpa credential
client advisory
Work arrangement
  • Weekend coverage required

Benefits & perks

  • 401(k), 401(k) matching, health insurance, paid time off, paid holidays, paid continuing professional education, and license renewal fees.

Why this role

An active Enrolled Agent certificate or CPA license, or progress toward a CPA license, is requested. The posting prefers at least three years of tax preparation and strategy experience, including forms such as 1040, 1120, and 1065.

About the employer

Wealth Training Academy, LLC is hiring for this role. Industry: Other Accounting Services. Sector: 54.

Additional details

Industry sector
54
Industry
Other Accounting Services
Occupation code
13-2011.00
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