Wealth Training Academy, LLC

**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**

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.

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:

• 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)

• 🚫 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**

• 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.