Enrolled Agent or Certified Public Accountant

About 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:

Responsibilities

• 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

Requirements

• Active EA Certificate or CPA license (or on-track to obtain CPA license)
• Prefer two [3+] years or more tax return preparation experience

Qualifications

• 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)

Benefits

• Paid time off
• 401(k) with company match
• Health Insurance

Schedule

Monday to Friday

Pay

$35,000.00 - $120,000.00 per year