Client Support

Company Overview

WCG CPAs & Advisors is a mid-size yet boutique tax and accounting firm headquartered in Colorado Springs, CO with team members across the U.S. and in India. We are a methodically growing firm with 7 partners, more than 90 full-time team members, and projected 2026 revenues of $12.7M, representing about 14% year-over-year growth. We grow because our model works, not because we say yes to everything. 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.

Please note that only applications submitted via our website will be considered.

https://wcginc.com/about-us/employment/

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.
• Annual salary of $62,000 to $67,000. Bonuses, if offered, are considered in addition to total compensation (for this position, bonuses are based on qualitative intangibles).
• Core hours are 8:00am to 4:00pm (which is slightly different than the other teams). Saturdays are expected during tax season. Alternating Fridays during summer.

Locations

2393 Flying Horse Club Drive, Colorado Springs, CO 80921

Hybrid remote work is available.

Job Duties

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.

Hours Requirement

All salaried positions must perform work-related activities, duties and tasks for 1,900 hours annually / 12-month trailing period of Firm-related activities regardless of job title, position, responsibilities or duties. These hours reflect hands-on, work-related time only.

Holidays, office closures, PTO, and other paid time off do not count toward and are not deducted from the 1,900-hour requirement.

Please refer to the WCG Employee Handbook for additional information.

How to Apply

Please visit our website for current openings, company-paid benefits, a description of who we are and the “how do I get this cool gig?” series of steps-

https://wcginc.com/about-us/employment/

Please note that only applications submitted via our website will be considered.

Job Type: Full-time

Pay: $62,000.00 - $67,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance

Education:

• High school or equivalent (Preferred)

Experience:

• Administrative experience: 3 years (Preferred)

Work Location: In person

Salary : $62,000 - $67,000