Job Description

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

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