Operations Manager Role

Posted Monday, August 18, 2025

Thank you for your interest in WCG. The following is high-level information for our Operations Manager role on our Support Team

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 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).

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

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 ad 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.

Tax Team

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 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 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.

Business Development

Our Business Development team has 3 dedicated people who draft and update proposals, re-paper 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.

Locations

  • 2393 Flying Horse Club Drive, Colorado Springs, CO 80921 (headquarters)
  • 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 demonstrated ability with Excel and Google Sheets, and be able to design and manage complex spreadsheet, building pivot tables, query functions, and filter views to analyze large client and workflow datasets.
  • Be able to leverage advanced formulas (ARRAYFORMULA, IMPORTRANGE, QUERY, VLOOKUP, INDEX/MATCH, REGEX functions and the 497 other formulas that we cannot list) to automate processes and connect data between sheets.
  • Have experience with data cleaning, data validation including real-time error checks, and building dynamic dashboards for reporting.
  • Be proficient in creating process-tracking tools, KPI metrics, and operational models.
  • Embrace a data analysis mindset with a support perspective.
  • 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 Support Team.

Compensation

$110,000 to $124,000 depending on experience.

Reporting Manager

Support Teams Director

Operations Manager 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 Support and Operations,
  • Assisting with development of internal policies relating to Operations and implementation of policies into existing practices,Developing and maintaining operational dashboards in Excel and Google Sheets to track firm and team productivity including client deadlines (metrics),
  • Preparing operational summaries for WCG leadership, turning data into insights and recommendations for strategic planning,
  • Overseeing workflow management systems, creating semi-weekly Rundowns and ensuring tasks move efficiently through the “machine,”
  • Generating and analyzing reports on team utilization to support leadership decision-making including Accounting Services Realization and Revenue By Partner,
  • Coordinating cross-team communication between tax, accounting, payroll and business development teams to resolve bottlenecks,
  • Monitoring and adjusting quality control measures to assess accuracy, timeliness, and compliance with WCG customer service standards,
  • Other tasks as requested by other Partners, Directors and Managers.

Operations Manager 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 Operations Manager includes Support Teams Director and Partner.

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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