Posted Friday, May 31, 2024

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.

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.

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. Delivering and reviewing management-use only financial statements with clients, and representing WCG and the public accounting community with integrity,

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

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

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

20. Answering client phone calls and emails,

21. Filing and organizing electronic documents,

22. Training and leading fellow employees,

23. Coordinating client-centric efforts with other teams,

24. Helping to keep the workflow moving, and

25. 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.

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.

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.

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!