Client Support Role

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Posted Monday, October 28, 2024

Thank you for your interest in WCG. The following is high-level information for our Client Support role on the Tax team.

Team Overviews

Team OverviewWCG CPAs & Advisors is a mid-size yet boutique tax and accounting firm with 7 partners, about 65 full-time employees and $9.2M in 2024 revenue ($11M in 2025) located in Colorado Springs, Colorado. We primarily engage with small business owners (S Corps, Partnerships, PCs) and complex individual tax preparation. We take a consultative approach to our client engagements by offering routine consultation and a strong focus on planning and business advisory services. However, we are still a compliance-forward, good ol’ fashioned CPA firm.

Charge hours? Not us. Tracking billable time to the 6-minute increment? No way. While WCG has hourly rates for open-ended projects and other craziness, our approach to tax and accounting engagements is very unique. We were one of the first CPA firms to offer Business Advisory Service (BAS) plans with a fixed value-based fee structure including our newly added Tax Patrol Services (TPS).

Tax Prep and Tax Support

The Tax team uses Thompson Reuters UltraTax and is self-hosted by our own servers. We also use SurePrep for electronic tax binders and annotation including their 1040SCAN solution. The Tax team will prepare about 4,100 tax returns for the 2023 tax return year (due in 2024), with a nice split of 60% individual and 40% business entity tax returns. The Tax team has a particular fondness for summers and as such we attempt to prepare 65% of our tax returns by April 15, with only 35% being extended. May, June and July are primarily tax planning months.

Tax Support does front-end and back-end support. They collect initial data from the client and assemble it into an electronic binder using SurePrep. They also collect payments and obtain efile authorizations through Canopy. The Tax Support team files about 75% of our tax return extensions with the remainder filed by the Tax team.

WCG has 27 Tax team members plus our 10 team members in India. Our Tax Support team has 7 full-time people plus 6 seasonal team members.

Accounting Services

WCG defines Accounting Services as Bookkeeping + Analysis and is an incredible value to the client from accurate financial and tax reporting to real-time tax planning and decision-making.

The Accounting Services Team currently has 8 people, including a small group in India. An Accounting Services team member works with 25-30 clients and primarily prepares monthly, bi-monthly, quad-monthly, or ad hoc financial statements using QuickBooks Online (exclusively). In addition, Accounting Services prepares and files sales and use tax including personal property tax.

Payroll Processing

Currently WCG has 6 dedicated payroll specialists who process payroll for over 800 small businesses using ADP exclusively. The Payroll team does not process payroll using a client’s platform or any type of hybrid system; either WCG does it all or we do not touch it all. Payroll is way too critical to have various systems and interactions.

Operations

WCG uses Canopy for our workflow solution, and our Operations team directly includes a Manager and two Supervisors, plus many other “stakeholders” from other teams.

Business Development

Our Business Development team has two dedicated people who draft and update proposals, repaper existing client engagements, handle corporate governance matters such as formation and S Corp elections and monitors the onboarding process for Business Advisory, Tax Patrol and Investor Patrol engagements.

Client Support Basics

  • Applicants must have a pleasant demeanor with clients, and your fellow co-workers, and excellent organizational skills and attention to detail.
  • Because of the close proximity to Partners and Directors, applicants must have discretion with certain intimate data and details.
  • Prefer experience at a public accounting firm in some capacity.
  • $25 to $30 per hour initially, and after a 6-9 month review period, a salary of $64,000 to $76,000 might be available. Bonuses, if offered, are considered in addition to total compensation (for this position, bonuses are based on qualitative intangibles).

Client Support Role Responsibilities

You will be working with and supporting all other WCG team members, plus our wonderful client base. Your duties include-

  • Guiding WCG along the path of success,
  • Promoting WCG culture, and encouraging excellence and high team morale
  • Developing and implementing WCG goals, procedures, and policies in coordination with other Partners, Directors, Managers, and employees,
  • Identifying overall improvement gaps and assisting with deploying corrective measures,
  • Providing feedback, concerns and recommendations to WCG leadership to continuously evolve Client Support,
  • Assisting with development of internal policies relating to client support and implementation of policies into existing practices,
  • Answering client phone calls and emails (primary),
  • Monitoring, screening, responding to and distributing incoming calls or emails (primary),
  • Filing and organizing electronic documents,
  • Mailing documents to clients and government agencies,
  • Connecting with clients to gather essential information,
  • Assisting other team members with tasks specific to their business segment (Tax, Accounting, Payroll, Operations or Business Development),
  • Maintaining calendars including scheduling appointments and meetings, collecting payments for consultations, anticipating scheduling conflicts and compiling necessary documentation for appointments,
  • Performing office chores such as emptying dishwasher, emptying trash cans and keeping kitchen and social lounge clean (we have weekly janitorial service too),
  • Maintaining an inviting space for our clients and guests,
  • Ordering supplies for internal team including remote team members, and keeping supplies organized,
  • Helping to keep the workflow moving, and
  • Other tasks as requested by other team members.

Client Support role responsibilities and duties will change from time to time depending on circumstances, your skillsets and requests, and other factors. They are reviewed, modified if necessary and agreed to during Employee Reviews.

Other Requirements

All salaried positions must work 2,000 hours annually / 12-month trailing period. Holidays and other office closures count towards the 2,000 hours (e.g., Thanksgiving would contribute 8 hours towards the 2,000-hour requirement). PTO and other employee-requested leaves do not count towards the 2,000-hour requirement. Please refer to the WCG Associate Handbook for additional information.

Client Support Team Career Path

The career path for Client Support includes Supervisor and Manager.

WCG Careers

Learn about our comprehensive training process, made to balance team experience and client service.

2024 Benefits

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Associate Handbook

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WCG CPAs & Advisors is a full service consultation and tax preparation firm located in Colorado Springs, Colorado, and we look forward to working with you!

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Professional Consultation

Did you want to chat about this? Do you have any questions for us? Let’s chat!

The tax advisors and business consultants at WCG are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.

We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.” Yes, it is fun to brag about how complicated your world is at cocktail parties, but let’s not unnecessarily complicate it for the bragging rights.

Let’s chat so you can be smart about it.

We typically schedule a 20-minute complimentary quick chat with one of our Partners or Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax prep, and more importantly tax strategy and planning?

Should we need to schedule an additional consultation, our fee is $250 for 40 minutes. Fun! If we decide to press forward with a Business Advisory or Tax Patrol Services engagement, we will credit the consultation fee towards those services.

Text WCG Offices

Need to get in touch through a quick text?  We’ll respond back as soon as we can!

Call Our Amazing Team

If you need to speak to someone, we’re good listeners!  Give us a call and we’ll help you out!

Chat With a Tax Pro

Taxes are complicated.  We make them simple.  Get in touch with a pro here at WCG!

We've worked with multiple bookkeepers and accountants over the years and WCG has completely blown us away.

N. Sellden

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After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

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After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

See Review