CPA Office Support Staff

What You’ll Do

• Assist with the coordination of our bookkeeping + payroll team
• Keep deadlines tight, workflows clean, and nothing falling through the cracks
• Communicate with clients by phone and email (confident, clear, professional)
• Work inside QuickBooks Desktop and support bookkeeping organization
• Gather and organize tax-related items so the CPA team can move fast and accurately
• Use tools like Microsoft 365 (Word, Teams) plus Thomson Reuters and Drake
• Use AI tools to improve speed, accuracy, and consistency

Requirements

• Hands-on QuickBooks Desktop experience (required)
• 1–2 years in office admin/accounting support/client coordination
• Strong phone communication and professional presence
• Excellent organization + task management
• Proficient with Microsoft 365 (Word, Teams)
• Comfortable learning new systems + using AI to boost productivity

Nice to Have

• CPA firm experience
• Thomson Reuters and/or Drake familiarity
• Experience coordinating outsourced bookkeeping/payroll vendors

Benefits

• Health Insurance
• Retail Plan
• Paid Vacation
• Paid Holidays
• Stable year-round role with room to grow
• A team that values performance and ownership

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.