Firm Strategist Role

Posted Wednesday, August 20, 2025

Thank you for your interest in WCG. The following is high-level information for our Firm Strategist role. This role is a direct extension of the CEO’s duties and responsibilities, and allows them “to be in two places at once.”

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- Sunday, April 19, 2026

WCG Team Overviews

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.
  • Operations Support: Led by a full-time CPA and former tax manager whose job is to keep the trains running on time across all teams and to surface the right information to WCG leadership and Pod leaders.
  • 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.

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 5,800 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.

Over 50 Tax team members make this happen, including our 11 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 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.

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.

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 35 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: 705 Sankalp Square-3, Sindhu Bhavan Marg, Ahmedabad, Gujarat

Firm Strategist Basics

Applicants Must Have

  • Proven experience in strategic leadership and business operations, ideally within a CPA firm or professional services environment.
  • Strong financial acumen, including budgeting, forecasting, pricing structures, and business development strategy.
  • Demonstrated ability to lead cross-functional initiatives, improve workflows, and drive organizational efficiency.
  • Excellent communication, relationship-building, and leadership skills, with the ability to impact all levels of WCG.
  • Proficiency with practice management and business systems typical to the accounting industry.
  • High level of confidentiality, adaptability, and problem-solving skills when working closely with leadership.

Preferred Qualifications

  • Experience with talent development and recruitment processes, including succession planning and culture building.
  • Familiarity with marketing and brand strategy, ensuring consistency across digital and client-facing platforms.
  • Knowledge of risk management, compliance, and legal coordination in a professional services (preferably CPA) firm.

We encourage those with tax return preparation experience who are looking for a new path or a “professional left turn” to consider this Firm Strategist role.

Compensation

$120,000 to $140,000 depending on experience.

Reporting Manager

CEO

Firm Strategist Role Responsibilities

You will be working directly with the CEO and supporting all other WCG team members. Your duties include-

  • Guiding WCG along the path of success,
  • Promoting WCG culture, and encouraging excellence and high team morale,
  • Serving as a strategic and operational extension of the CEO, providing feedback or insights on how to innovate workflows or navigate challenges,
  • 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 WCG into a better service provider,
  • Overseeing firm-wide compliance with regulatory, ethical, and professional standards,
  • Advancing the WCG’s professional pursuits with others outside WCG such as attorneys, financial advisors, etc.,
  • Promoting the WCG brand among our accounting industry peers including associations and “co-ops,”
  • Interfacing with recruiters and initial triage, facilitating the interview process, improving WCG’s brand recognition for recruitment potential,
  • Improving WCG’s business development by finding opportunities to improve service offerings, monitoring prospect handling including qualify assurance, and offer insights on client terminations, client acquisition and overall client retention,
  • Participating in the marketing committee, providing website quality assurance and offering insights to additional marketing opportunities,
  • Establishing forecasts and budgets, future hiring needs and updating internal data to support overall business planning,
  • Designing and implementing professional development pathways to strengthen leadership succession planning,
  • Monitoring operations interactions with other teams finding efficiencies and data communication improvement,
  • Participating in software and technology reviews including annual contracts,
  • Driving alignment across teams providing visibility, collaboration, and preparedness
  • Training and leading fellow employees,
  • Helping to keep the workflow moving, and
  • Doing other tasks related to accounting, taxes, and consultation.

Firm Strategist 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.

Hours Requirements

All salaried positions must work 2,100 hours annually / 12-month trailing period. Holidays and other office closures count towards the 2,100 hours (e.g., Thanksgiving Day and Black Friday would contribute 16 hours towards the 2,100-hour requirement... sorry, Cyber Monday is a work day). PTO and other employee-requested leaves do not count towards the 2,100-hour requirement. Please refer to the WCG Associate Handbook for additional information.

Firm Strategist Career Path

The career path for Firm Strategist includes Firm Director (think Managing Partner-esque) 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 a 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 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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