Posted Monday, April 22, 2024

Thank you for your interest in WCG. The following is high-level information for our Client Support role on the Tax team.

• Applicants must have a pleasant demeanor with clients, and your fellow co-workers, and excellent organizational skills and attention to detail.

• Because of the close proximity to Partners and Directors, applicants must have discretion with certain intimate data and details.

• Prefer experience at a public accounting firm in some capacity.

• $25 to $30 per hour initially, and after a 6-9 month review period, a salary of $64,000 to $76,000 might be available. Bonuses, if offered, are considered in addition to total compensation (for this position, bonuses are based on qualitative intangibles).

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 Client Support,

• Assisting with development of internal policies relating to client support and implementation of policies into existing practices,

• Answering client phone calls and emails (primary),

• Monitoring, screening, responding to and distributing incoming calls or emails (primary),

• Filing and organizing electronic documents,

• Mailing documents to clients and government agencies,

• Connecting with clients to gather essential information,

• Assisting other team members with tasks specific to their business segment (Tax, Accounting, Payroll, Operations or Business Development),

• Maintaining calendars including scheduling appointments and meetings, collecting payments for consultations, anticipating scheduling conflicts and compiling necessary documentation for appointments,

• Performing office chores such as emptying dishwasher, emptying trash cans and keeping kitchen and social lounge clean (we have weekly janitorial service too),

• Maintaining an inviting space for our clients and guests,

• Ordering supplies for internal team including remote team members, and keeping supplies organized,

• Helping to keep the workflow moving, and

• Other tasks as requested by other team members.

Client Support 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 Client Support includes Supervisor and Manager.

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!