Payroll Specialist Role

Posted Monday, October 6, 2025

Thank you for your interest in WCG. The following is high-level information for our Accounting Services role. We define 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.

Accounting Services Webpage

The best reason to use a small business accountant is to allow you to focus on what you do best with your time. Let us handle what we do best with ours.

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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

Accounting Services Basics

Must have prior accounting, bookkeeping and / or tax experience in a public accounting firm. The pace and volume of a public accounting firm is like no other.

Must be proficient with QuickBooks Online. Must have or be willing to obtain ProAdvisor Certification.

Must be proficient with a paperless environment and workflow management concepts.

$70,000 to $80,000 total compensation. Bonuses, if offered, are considered in addition to total compensation.

Bonuses are subjectively determined and based on qualitative intangibles.

Accounting Services Role Responsibilities

You will be working directly with other Accounting Services team members and be a direct report to an Accounting Services Manager. Your duties include-

1. Guiding WCG along the path of success,

2. Promoting WCG culture, and encouraging excellence and high team morale,

3. Developing and implementing WCG goals, procedures, and policies in coordination with other Partners, Directors, Managers, and employees,

4. Identifying overall improvement gaps and assisting with deploying corrective measures,

5. Providing feedback, concerns and recommendations to WCG leadership to continuously evolve Accounting Services into a better service line,

6. Assisting with development of internal policies relating to accounting, bookkeeping and analysis, and implementation of policies into existing practices,

7. Assisting in management of the Accounting Services team and its processes which includes preparing financial statements, preparing sales and property tax filings, providing accounting consulting, and other closely related functions,

8. Assisting Accounting Services Managers in the onboarding process for new clients and ensuring a positive client experience,

9. Connecting with clients to gather essential information,

10. Preparing accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards,

11. Conducting monthly, bi-monthly, quad-monthly and ad hoc account reconciliations to ensure accurate reporting, ledger maintenance, and balance sheet accounts,

12. Rebuilding prior period account reconciliations, and correcting prior deficiencies,

13. Analyzing financial statements for discrepancies and other issues,

14. Processing client payrolls through ADP (very limited, as secondary or backup to the payroll team)

15. Preparing personal property tax returns, sales tax returns, and use tax returns,

16. Resolving sales and property tax notices and other related issues,

17. Researching complex or unusual accounting questions, and drafting memos and conclusions,

18. Promoting new ideas and business solutions to existing clients and prospective clients,

19. Answering client phone calls and emails,

20. Filing and organizing electronic documents,

21. Training and leading fellow employees,

22. Coordinating client-centric efforts with other teams,

23. Helping to keep the workflow moving, and

24. Other tasks related to accounting, taxes and consultation.

Accounting Services 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 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.

Accounting Services Career Path

The career path for Accounting Services includes Supervisor, Manager, Director and Partner. All new team members are considered “in-training” for a period of time which temporarily alters the role responsibilities above.

Accounting Services team members can easily transition to tax return preparation or payroll processing. Many people simply enjoy preparing financial statements while others want to explore other options. WCG does not limit any employee 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-

  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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