Executive Assistant Role

Posted Sunday, July 26, 2026

Thank you for your interest in WCG. The following is high-level information for our Executive Assistant role. This is a dedicated support seat for the Partner group and our Firm Strategist. Eight people, one busy Executive Assistant.

A quick note on what this role is and is not. This is not a front-desk role, and it is not a seat tucked inside a Pod. You support firm leadership directly and almost exclusively. You are, for practical purposes, an extension of the partners: their calendars, their inboxes, their logistics, and a fair amount of their follow-through run through you.

Who Is WCG

WCG CPAs & Advisors isn't your typical CPA firm, and if you've spent any time in public accounting, you already know that's either a red flag or a relief. For the right person, it's the latter.

Headquartered in Colorado Springs with team members across the U.S. and in India, we're a methodically growing firm with 7 partners, over 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 offer the depth of a mid-size firm with the focus and personality of a boutique. We play in specific sandboxes- small business owners in S Corps, Partnerships, and PCs; complex individual tax, and real estate investors, and we play in them very well. Real estate and rental activity planning alone represents over 40% of our advisory work and is our fastest-growing segment.

No billable hours. No six-minute increments. No stuffiness. We operate on a value-based, next-gen advisory model built around annual service offerings that combine tax return preparation, routine consultation, and strategic planning. A tax return, in our world, is the result of a year's worth of conversations, not a transaction.

If that sounds like the environment you've been looking for, keep reading.

Last updated- June 30, 2026

WCG Team Overviews

India Team

Our India team is not an outsourcing arrangement, and it is not a back office. They are WCG Associates who happen to work from our office in Ahmedabad, Gujarat. Same systems, same clients, same standards, same expectations. Oh, and same cool people.

You will find our India Associates embedded across the teams above, mainly Tax Prep, Tax Support, and Accounting Services. They use the same tools as their U.S. counterparts (UltraTax, SurePrep, QuickBooks Online, Xero), correspond with U.S. clients directly, advance along the same career paths, and take part in the same Associate Reviews. Because the work is genuinely shared, an India Associate is part of the client conversation, not a step removed from it.

The team works mostly onsite and is led on the ground by our WCG India Global Services Director. One firm, two countries, one heartbeat.

As of June 30, 2026, we have 15 full-time WCG India Associates.

If you are applying from India, the India Team Differences section of each role spells out what is specific to the Ahmedabad office: onsite work, compensation in INR, core hours in IST, the Saturday schedule during peak season, and the credentials we accept.

Support Team

Everything starts and ends with our Support Team, and we mean that. Their mission is to make clients' lives better and to back up every other team at WCG. The Support Team runs in four lanes:

  • Client Support: Our frontline team handling phone calls, chats, texts, and general email inquiries. First impressions live here. The rest of the WCG team spends every day trying to live up to it.
  • Tax Support: Our largest segment and does the heavy lifting on both ends of the tax return process. They handle front-end data collection (IDP, which stands for Information and Data Processing... yeah, the name is a little stale, but the function is mission-critical) and back-end assembly using SurePrep. They also collect payments, obtain e-file authorizations via Canopy, and file about 75% of our tax return extensions.
  • Human Resources: Led by our dedicated HR Manager who ensures compliance, sure, but whose primary function is supporting the team with their needs from travel and IT to family leave, the firmwide calendar, and beyond.

Operations Team

Operations is a small team with firmwide reach, and it exists to keep the whole machine honest. It is not a back office, and it is not a report factory. Operations owns the health of production across every team, tax returns, tax plans, and financial statement delivery alike.

It is led by our Operations Manager, who reports to the Firm Strategist, with an Operations Specialist handling the heavy data build underneath. The Manager is the one who takes workflow and operational data, reads what it means, and turns it into a decision, a clear ask, and follow-through until the work moves.

In practice that looks like keeping work correctly staged, assigned, and current in Canopy, aligning Pods to one WCG standard as we grow, forecasting revenue and translating it into hiring needs so we staff ahead of the crisis instead of during it, leading engagement reassignment when people shift roles or Pods, and owning firmwide procedure alignment and the training that supports it.

Someone has to keep the trains running on time and spot the pileup before it happens. That is Operations.

Tax Prep Team

We use Thomson Reuters UltraTax in a dedicated hosted environment, paired with SurePrep (including 1040SCAN) for electronic binders and annotations.

For the 2025 tax year, our team will prepare approximately 6,100 tax returns, a clean 60/40 split between individual and business entity returns. Because our Tax team has a well-documented fondness for summers, we push hard to complete 65% of returns by April 15, leaving May through July open primarily for tax planning work.

For the 2026 tax year, we expect to prepare 7,500 tax returns with the split increasing on the 1040 side given our increasing presence with real estate investors and rental property owners.

Over 50 Tax team members make this happen, including our 15+ dedicated team members in India.

Rental Expert and Tax Strategy Pod

Real estate and advanced tax planning are core niches at WCG, so we built a team specifically for them rather than leaving it to generalists.

The RETS Pod works behind the scenes to support our primary tax Pods on the technical heavy lifting: initial asset setups, cost segregation studies (including fun 3115/481(a) adjustments), the short-term rental loophole, and Real Estate Professional Status (REPS) analysis.

We use a structured three-session process (Foundation, Exploration, and Execution) to map a client's full tax exposure and build an actionable strategy. We replace promoter math with real math, stress-testing every advanced strategy against what we call the 3-Legged Stool: a client's actual cash, effort, and risk tolerance.

2025 tax returns due in 2026 was our first time with the RETS Pod (fka, the rental expert pod). We had some bumps and bruises, and we have a lot of growing yet to do. Our ideal world is for all rental activities and related niche investments to be handled by the RETS Pod, leaving the remaining pieces of the tax return to be completed by other WCG tax accountants. Two exceptions: a real estate holding company that files a partnership return, and a super simple 1040 where the rental and investment activities are the main event. Those get handled tip to tail by the RETS Pod.

If real estate tax strategy is your thing, this is where WCG is investing. We currently have 5 team members in this pod and are aiming for 9-10 by the end of 2026 to support our fastest-growing client segment as we continue the evolution from the original Rental Expert Pod to the 2.0, or the RETS Pod.

AI Tax Prep Pod (Coming November 2026)

WCG is actively building an AI Tax Prep Pod for the 2027 tax season, focused on AI-assisted preparation of individual (1040) returns. The thesis is straightforward: AI tools have evolved into something good enough and fast enough that a small dedicated team using them well can produce high quality and high throughput. The procedures, playbook, and standards do not exist anywhere yet. We are building them from scratch.

The Pod will operate similar to the RETS Pod: a specialized team with its own workflow, its own quality standards, and a direct line into the broader Tax Team. Tax returns prepared by the Pod will be reviewed by experienced reviewers using our standard quality controls. AI does not replace the review function. It changes the preparation function.

We are hiring the Pod Lead now. Podmates will be added as the role and the tooling mature. If you want to be part of building something genuinely new in this profession, this is the time.

Accounting Services Team

At WCG, Accounting Services means Bookkeeping + Analysis, not just reconciliations. There's a meaningful difference, and our clients feel it in their financial reporting, real-time tax planning, and day-to-day decision-making.

Our 11-person team (including a small group in India) each works with 25-30 clients using QuickBooks Online, Xero, and REIHub exclusively. No desktop, no Freshbooks, no whatever whatever. We also use Reach Reporting to give business owners a visual, trend-based view of their financials. Because a graph tells a story that a spreadsheet sometimes can't.

On cadence, we intentionally skip quarterly. Monthly, bi-monthly, and quad-monthly schedules let us smooth the workflow across the year so our team isn't buried in crazy Aprils, Julys, and Octobers. It's a small structural decision that makes a big difference for both the team and the client.

New for 2026, we also run a lighter, AI-assisted tier for the engagement that does not need full Bookkeeping + Analysis but still needs clean, tax-return-ready numbers. Think of it as bookkeeping-lite: AI-driven categorization and bank reconciliation that get the books accurate enough to prepare a solid tax return, without the periodic reporting, analysis, and consultation of the full-service tier. It runs on its own separate platform, not in QuickBooks Online or Xero, and it is built for the straightforward client who mostly needs good data at tax time rather than ongoing financial statements.

Accounting Services also handles sales and use tax filings and personal property tax. Clean, focused, genuinely valuable work.

Payroll Processing Team

WCG has processed payroll for over 800 small businesses for years. We're proud of that. But in summer 2026, we're making a deliberate shift, transitioning all payroll clients to ADP or Paychex for client-direct processing.

This isn't a retreat, it's a reset with intention. Payroll processing, done right, demands its own infrastructure, attention, and resources. By stepping back from it, we're doubling down on what we do best: high-level advisory, tax strategy, and the consultative work that actually moves the needle for our clients.

WCG is getting sharper on purpose. Read our Reset With Intention webpage for more information on our 2026 initiatives.

Business Development Team

Our 6-person Biz Dev team is the engine behind WCG's growth, specifically our advisory segment as opposed to tax-only engagements (we call those TOEs). They draft proposals, re-paper existing engagements, handle corporate governance matters like entity formations and S Corp elections, and own the onboarding process from first inquiry to fully engaged client.

The Biz Dev team works hand-in-hand with our Client Acquisition Team (the CAT) to make sure every prospect gets a thoughtful, human experience as they transition into a WCG engagement.

This isn't a sales team. Prospects come to us primarily through our website, content, and referrals. We average 6-7 inquiries per day, and 2 out of 3 are from high income earners who want tax reduction strategies through short-term rentals and other niche assets.

The Biz Dev team's job is to listen well, match the right engagement to the right client, and make WCG easy to say yes to.

Locations

In addition to over 60 remote team members, our physical footprint includes:

  • Headquarters: 2393 Flying Horse Club Drive, Colorado Springs, CO 80921
  • South Dakota: 300 North Main Street, Mitchell, SD 57301
  • Wyoming: 920 E Sheridan Street Suite B, Laramie, WY 82072
  • India: Awfis World Centre, Ashram Road, Ahmedabad, Gujarat

Executive Assistant Intro

You support the Partner group and our Firm Strategist. All eight of them. Your job is to protect their time, run their logistics, and make sure the things that need to happen actually happen, on time and without anyone having to chase you for them.

Most people who are great at this did not set out to become the person everyone relies on. It happened over time. You were the organized one, so people started handing you their calendars, then their travel, then the thing they keep forgetting to do, and somewhere along the way you became the reason a very busy person looked buttoned-up instead of buried. If that is roughly how your career has gone, and you liked it, keep reading.

This is not a passive, wait-to-be-told seat. The people you support move fast and carry a lot at once, so you have to move with them and often ahead of them. You will see the calendar conflict before it lands, have the meeting materials ready before anyone asks, and quietly close the loops that would otherwise slip. When this role is done well, eight of the busiest people at WCG stop thinking about logistics entirely, because they trust that you already have it.

Is This You?

This role is a strong fit if you are…

  • Genuinely discreet. You will be party to partner-level matters: personnel decisions, client sensitivities, and firm strategy. You can sit on all of it, indefinitely, and never make it interesting.
  • Assertive. You are an extension of the partners, so you act like one. You chase the answer, push the timeline, and close the loop without waiting for permission. Type A, get-stuff-done energy is the baseline here, not a bonus.
  • Anticipatory and organized to a fault. Calendars, files, follow-ups, and details do not fall through the cracks on your watch. You read a few steps ahead and solve problems before they are handed to you.
  • Highly AI-fluent. You use AI every day to help draft, smooth, and complete emails and correspondence on behalf of leadership. Not as a crutch, but as a force multiplier for volume and polish.
  • A clear, polished communicator. Your writing is clean, your tone reads the room, and you can write in leadership’s voice without missing it.
  • Calm under pressure. Competing priorities and last-minute changes do not rattle you. That is just Tuesday.
  • Low ego, high ownership. You take real pride in making other people effective, and you do not need the spotlight to feel like the work mattered.

A quick reality check…

Tax season is real here. Because you serve the partners, you follow the tax team cadence, which historically means 55-60 hour weeks for about ten weeks in the spring and 50-55 for about eight weeks in the fall, with much lighter summers to balance it out. Outside of tax season you have Fridays off, and during tax season there may be some weekend work. The Hours section below lays it out candidly.

This is a hybrid role. We are in-office on Tuesdays and Wednesdays, with the rest of the week remote, except for roughly eight weeks from mid-December through Valentine’s Day, when we are in-office more heavily to get ahead of tax season. You will need to be within reach of our Colorado Springs office to make that work.

This role also serves other people’s priorities, not your own project list. Much of the work is invisible when it goes right and very visible when it does not. If you want a defined lane with predictable, self-directed deliverables, this is not it.

Executive Assistant Basics

Applicants Must

  • Bring proven experience as an executive assistant, or in a comparable role supporting senior leadership, ideally more than one leader at a time.
  • Have excellent organizational skills, attention to detail, and follow-through. No kidding, right?
  • Be assertive and comfortable acting as an extension of the partners and firm strategist, chasing answers and driving timelines without being told twice.
  • Handle confidential, partner-level information with complete discretion.
  • Be highly AI-fluent, using AI daily to help craft emails and other correspondence on behalf of leadership.
  • Have strong written and verbal communication skills, including the ability to write in leadership’s voice.
  • Work independently, anticipate needs, and make sound judgment calls in the moment.
  • Be a hard worker and find energy from chaos, high workloads and client tensions.
  • Be proficient with Microsoft 365, Teams, and common scheduling and document tools.

Nice To Haves

  • Experience at a public accounting, professional services, or legal firm.
  • A Bachelor’s degree, preferred but not required.
  • Experience supporting a group of executives or partners simultaneously.

Compensation

$72,000 to $88,000 total compensation, depending on experience. Bonuses, where offered, are based on qualitative intangibles and are considered in addition to total compensation.

Reporting Manager

Terra Plamp, Firm Strategist. Make no mistake, though: you will feel like you have eight bosses, our seven partners plus the Firm Strategist.

Executive Assistant Role Responsibilities

You support the Partner group and the Firm Strategist, and report to Terra Plamp, Firm Strategist. Your duties include WCG’s general firm responsibilities plus, or as modified by, the following:

Role-Specific Duties

  • Owning and defending calendars for the Partner group and Firm Strategist, scheduling meetings and appointments, resolving conflicts early, and protecting blocks of focused time.
  • Monitoring, screening, prioritizing, and routing incoming calls, emails, and messages, and drafting responses on their behalf where appropriate.
  • Using AI daily to help draft, smooth, and complete emails and other correspondence on behalf of leadership, always in their voice and to their standard.
  • Serving as a trusted point of contact between firm leadership and the rest of the WCG team, as well as clients, vendors, and outside professionals such as attorneys and financial advisors.
  • Preparing for meetings end to end, including agendas, materials, notes, and follow-up, so nothing is dropped.
  • Drafting, proofreading, and formatting correspondence, memos, presentations, and internal documents to a polished standard.
  • Tracking projects, commitments, and deadlines across the leadership group, and keeping the people you support ahead of them.
  • Coordinating leadership meetings, firm offsites, and internal events, including logistics, materials, and timing.
  • Maintaining organized, confidential electronic files and records.

General Tax Team Duties

  • Guiding WCG along the path of success.
  • Promoting WCG culture and encouraging excellence and high team morale.
  • Identifying improvement gaps and assisting with deploying corrective measures.
  • Providing feedback, concerns, and recommendations to WCG leadership, including ideas that make WCG a better firm.
  • Coordinating client-centric efforts across teams.
  • Answering client phone calls and emails with professionalism and genuine care.
  • Filing and organizing electronic documents and helping keep the workflow moving.
  • Other tasks related to tax, accounting, and consultation as requested.

Executive Assistant responsibilities and duties will change from time to time depending on circumstances, your skill set, and the firm’s needs. They are reviewed, modified if necessary, and agreed to during Associate Reviews.

Hours Requirements

All salaried positions must work 1,900 hours annually / 12-month trailing period. This is hands-on-keyboard, butts-in-seats (unless you have a standing desk) work-related time spent on WCG activities. This is not billable hours- as a reminder, WCG does not do time-based client billing or have "charge hours" in favor of retainer / fee-range engagements.

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

WCG does not set a weekly minimum number of hours. That said, each team has different busy seasons and hours-

  • Client Support. Works a schedule close to the tax team cadence below, just a bit lighter, and covers a handful of Fridays through tax season since the firm stays open to clients. It is a custom setup, so we will walk you through the specifics.
  • Accounting Services. Works the same hours as the Tax Prep team below, but the busy season starts about 6 weeks earlier and also ends sooner.
  • Operations and Strategy. Those in operations and strategy roles typically follow the tax team cadence.
  • Tax Prep. For tax team members, our experience historically is that 55-60 hours per week during tax season (roughly 10 weeks) and 50-55 hours per week during extension season (roughly 8 weeks) are needed to find success, with lighter hours the rest of the year (for example, 30-32 hours per week during summer).
  • Other Support. Certain roles, such as Human Resources, Business Development and others, follow a typical 40-hour work week across all weeks.

As a firm, most Associates are off on Fridays outside of tax season except for those mentioned above. If you are confused, that is OK. WCG tries to be flexible and as such, it is a challenge to convert flexibility and fluidity into a bullet list. We can review with you directlyto clear up the madness. Please refer to the WCG Associate Handbook for additional information.

UPDATE! You might see reference to 2,100 hours elsewhere. As of June 8, 2026, we are moving to the 1,900 hour version above to simplify and remove confusion.

Executive Assistant Career Path

The Executive Assistant sits closer to firm leadership than almost any seat at WCG, which makes it a rare vantage point for seeing how the firm actually runs. From here, natural paths include Operations, Client Services, and Business Development, as well as an expanded firm administration or chief-of-staff style role for someone who grows into it. WCG does not limit any Associate who wants to grow and develop, and eventually find their career path.

How To Join The WCG Team

Here is the step by step process-

Candidate Questionnaire

Click on the button below to complete a quick Candidate Questionnaire and upload your resume.

Initial Conversation

If we like your detailed and thoughtful responses, we schedule a Teams chat with some WCG big shot:

  • Accounting Services Team. You will meet with Karlee Tiesler, Director of Accounting Services, for U.S. and Surbhi Setia, WCG India Team Director for our India candidates.
  • Tax Support / Client Support. You will meet with Tonya Duval, Director of Support Teams for U.S. and Surbhi Setia, WCG India Team Director for our India candidates.
  • Tax Return Preparation Team. You will meet with Jason Watson, CEO and Partner, for U.S. and Simar Singh Bagga, WCG India Team Manager for our India candidates.
  • Operations, Strategy, Others. You will meet with Terra Plamp, Firm Strategist or Jason Watson, CEO and Partner, for U.S. and Simar Singh Bagga, WCG India Team Manager for our India candidates.

We intentionally have a WCG leader host the first conversation since we can quickly assess alignment and basis for moving forward. If it's not a heck yeah, then it's a no thanks, right? Let's find that out sooner rather than later.

It is slated for 75 minutes to give you plenty of time to get your questions answered and gain familiarity, though it often runs shorter. 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…

Fit Alignment

After that initial meeting, and if we believe there is a basis to work together, we ask you to complete our Fit Alignment Assessment. It takes about 30 minutes and helps us understand where you would slot in. Most WCGers have taken it, so we have a good baseline. We are cautious with how we read it- it is not pass or fail, and it usually just underscores what we already gleaned from your questionnaire and our chat.

Final Rounds

Not all roles need additional interviews. If necessary, we introduce you to other members of our recruitment team depending on the role and location. For example, a U.S. bookkeeper might chat with Michelle Ihlefeldt where an India bookkeeper might chat with Sumit Sirwani. After you chat with at least two of them, we get together and talk behind your back.

Offer Letter

Finally, one of the big shots checks in to see if you have any additional questions, and to start formulating a role with the team, compensation, start dates, etc. Then an offer letter is presented. Yay!

Radio Silence

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 to see what you need, and we start to discuss travel plans.

It’s The Final Countdown

In true one hit wonder Europe fashion, about 30 days before your start date, training materials and a schedule are presented and it's the final countdown.

And away 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.

2026 Benefits

WCG 2026 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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