Business Development Specialist Role

Posted Monday, August 18, 2025

Thank you for your interest in WCG. The following is high-level information for our Business Development Specialist role.

Team Overviews

WCG CPAs & Advisors is a mid-size yet boutique tax and accounting firm with 6 partners, about 85 full-time employees and $11.7M in revenue (2025, with $14.0m in 2026 forecasts) located in Colorado Springs, Colorado. We primarily engage with small business owners (S Corps, Partnerships, PCs), rental property owners including real estate investors, and complex individual tax preparation. We don't do everything- we carefully choose the sandboxes to play in balancing client sophistication and respective needs, and our team member experience including professional development.

We take a consultative approach to our client engagements by offering routine consultation and a strong focus on planning and 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 Tax Patrol Services (TPS).

Last updated- Monday, August 18, 2025

Support Team

Everything starts and ends with our amazing Support Team whose mission is to make our clients' lives better and to assist all other teams and individuals. WCG's Support Team is made up of-

  • Client Support
  • Tax Support (IDP, Binder Builders and general support)
  • Operations Support
  • Human Resources

Accounting Services Team, Payroll Specialist Team and Business Development Team have their own silo'd support team members.

The Tax Support segment is the largest and does front-end and back-end support. They collect initial data from the client (IDP, which is a TLA for Information and Data Processing... yeah, kinda stale but super duper important) and assemble it into an electronic binder using SurePrep (the Binder Builders).

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.

Operations is considered a support function since its primary objective is to keep the trains running on time for all teams and to provide helpful information to WCG leadership including Pod leaders.

Tax Team

We use Thompson Reuters UltraTax and is self-hosted by our own servers (we did Microsoft cloud for a while, but it didn't work well). We also use SurePrep for electronic tax binders and annotation including their 1040SCAN solution. The Tax team will prepare about 5,500 tax returns for the 2025 tax return year (due in 2026), 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.

WCG has 46 Tax team members including our 10 team members in India.

Accounting Services Team

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 11 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, Xero and Stessa (exclusively... no desktop, no Xero, no whatever whatever). In addition, Accounting Services prepares and files sales and use tax including personal property tax.

Payroll Processing Team

Currently WCG has 6 dedicated payroll specialists who process payroll for over 800 small businesses using ADP Wholesale primarily (we also use Paychex and Rippling). 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.

Business Development Team

Our Business Development team has 5 team members who drafts and updates proposals, re-papers existing client engagements, handles corporate governance matters such as formation and S Corp elections and monitors the onboarding process for Business Advisory, Tax Patrol and Investor Tax Patrol engagements.

Overall, the Biz Dev Team is charged with growing WCG's advisory segment (versus tax-only engagements, or what we call TOEs) and works closely with our Client Acquisition Team (the CAT, a sub-team within the Tax Team) to ensure a positive experience for our prospects. Team members respond to inquiries, schedule Discovery Meetings and follow up on prospect interactions.

Locations

  • 2393 Flying Horse Club Drive, Colorado Springs, CO 80921 (headquarters)
  • 13 South Tejon Street, 5th Floor, Colorado Springs, CO 80903 (downtown office)
  • 300 North Main Street, Mitchell, SD 57301
  • 920 E Sheridan Street Suite B, Laramie, WY 82072
  • 705 Sankalp Square-3, Sindhu Bhavan Marg, Ahmedabad, Gujarat, India
  • Remote

WCG has 33 remote team members aside from our Mitchell, Laramie and Gujarat offices!

Operations Manager Basics

Applicants Must

  • Have a client-centric attitude, and a courteous and professional demeanor when interacting with other team members.
  • Understand WCG’s service offerings and articulate their value in ways that resonate with different client types (speak various “love languages” to business owners, real estate investors and other clients including prospects).
  • Collaborate seamlessly with all teams (support, tax, accounting, payroll and business development) to ensure a cohesive client experience.
  • Exhibit excellent organizational skills, sharp critical thinking skills, and strong attention to detail.
  • Show curiosity and an eagerness to conceptually learn about tax strategies and general financial planning so conversations with clients and prospects are informed and relevant.
  • Stay attuned to business trends, real estate markets, and entrepreneurial challenges that clients and prospects face.
  • Have experience at a public accounting firm in some capacity.

We encourage those with tax return preparation experience who are looking for a new path or a “professional left turn” to consider this role on the Business Development Team.

Note! This is not a sales role. No direct sales or cold calls or other traditional sales duties. Prospects come to WCG primarily based on our website and content, and from there we determine if we are a good fit and if we can solve their short-term and long-term concerns.

Compensation

$74,000 to $120,000 depending on experience. This is a wide range, and the upper range is primarily reserved for those with prior tax return preparation experience and high business acumen.

Reporting Manager

Business Development Director

Biz Dev Specialist Role Responsibilities

You will be primarily working with other Business Development team members, but also 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 Business Development,
  • Assisting with development of internal policies relating to Business Development and implementation of policies into existing practices,
  • Maintaining operational dashboards in Excel and Google Sheets to Business Development productivity including Client Acquisition Team (the CAT) performance,
  • Coordinating cross-team communication between tax, accounting, payroll and business development teams to resolve client onboarding bottlenecks,
  • Drafting advisory engagement proposals and following up with prospects, and enhancing WCG’s initial interaction with prospects,
  • Forming business entities and supporting the Business Development team with other corporate governance activities such as EIN applications, entity conversions, dissolutions, among other related activities,
  • Providing onboarding updates to the clients as they move along the process,
  • Monitoring and adjusting quality control measures to assess accuracy, timeliness, and compliance with WCG customer service standards,
  • Answering client phone calls and emails,
  • Filing and organizing electronic documents,
  • Mailing documents to clients and government agencies,
  • Connecting with clients to gather essential information,
  • Helping to keep the workflow moving, and
  • Other tasks as requested by other Partners, Directors and Managers.

Business Development Specialist 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 Associate 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.

Support Team Career Path

The career path for Business Development includes Supervisor, Manager, Director and Partner.

How To Join The WCG Team

Here is the step by step process-

  1. Click on the button below to complete a quick questionnaire and upload your resume.
  2. If we like your detailed and thoughtful responses, we will swipe right and send an email to schedule a 40-minute call to get some additional housekeeping out of the way for you and for us. We are quick to respond (within 12-24 hours); please check junk or spam folders.
  3. If things go well, we schedule a 40-minute Teams chat with Jason Watson. This is purely to get a feel for each other. We can teach you anything… short of being nice, being professional, being energetic, being someone we can work with. Taxes? Easy. Accounting? Got you. Ability to hold a meaningful conversation? Well…
  4. After that initial meeting, and if we believe there is a basis to work together, we introduce you to our recruitment team of Megan, Terra and Beth. After you chat with each of them, we get together and talk behind your back.
  5. Next, Jason checks in to see if you have any additional questions, and to start formulating role with the team, compensation, start dates, etc. Then an offer letter is presented. Yay!

Once an offer is accepted, then there might be a lot of radio silence depending on start date. As things get closer, we order a background check. For remote positions, we also do a tech survey and see what things you need, and start to discuss travel plans.

About 30 days before your start date, training materials and a schedule is presented.

And a way we go!

join the WCG team

Join The WCG Team

Apply online to join the team- answer some questions and upload a resume!

Apply Online!

WCG Careers

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

2025 Benefits

WCG 2025 benefits summary outlines health insurance (United Healthcare Choice Plus HDHP, employee-only), dental, and vision coverage.

Associate Handbook

This Associate Handbook was developed to describe some of the expectations we have for all associates and what you can expect from WCG.

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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