Tax Supervisor Role

Posted Monday, April 22, 2024

Thank you for your interest in WCG. The following is high-level information for our Tax Supervisor (aka Tax Senior) role on the Tax team. We also have a Senior Tax Supervisor role which is very similar to the following, but with increased expectations and responsibilities including compensation.

A quick note on what “Supervisor” means at WCG. Supervisor is a level of experience and workflow ownership, not people management. You bring more years, more instincts, and more independence to your work. You own your engagements and your workflow end to end. The people-management piece belongs to the Pod leaders.

Within the Supervisor level, WCG also has a Senior Tax Supervisor designation for those who continue to grow their engagement ownership and depth over time. It is a natural next step for Supervisors who are not yet ready for or interested in the Manager path.

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- June 30, 2026

WCG Team Overviews

India Team

Our India team is not an outsourcing arrangement, and it is not a back office. They are WCG Associates who happen to work from our office in Ahmedabad, Gujarat. Same systems, same clients, same standards, same expectations. Oh, and same cool people.

You will find our India Associates embedded across the teams above, mainly Tax Prep, Tax Support, and Accounting Services. They use the same tools as their U.S. counterparts (UltraTax, SurePrep, QuickBooks Online, Xero), correspond with U.S. clients directly, advance along the same career paths, and take part in the same Associate Reviews. Because the work is genuinely shared, an India Associate is part of the client conversation, not a step removed from it.

The team works mostly onsite and is led on the ground by our WCG India Global Services Director. One firm, two countries, one heartbeat.

As of June 30, 2026, we have 15 full-time WCG India Associates.

If you are applying from India, the India Team Differences section of each role spells out what is specific to the Ahmedabad office: onsite work, compensation in INR, core hours in IST, the Saturday schedule during peak season, and the credentials we accept.

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 6,100 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.

For the 2026 tax year, we expect to prepare 7,100 tax returns with the split increasing on the 1040 side given our increasing presence with real estate investors and rental property owners.

Over 50 Tax team members make this happen, including our 15+ 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.

AI Tax Prep Pod (Coming November 2026)

WCG is actively building an AI Tax Prep Pod for the 2027 tax season, focused on AI-assisted preparation of individual (1040) returns. The thesis is straightforward: AI tools have evolved into something good enough and fast enough that a small dedicated team using them well can produce high quality and high throughput. The procedures, playbook, and standards do not exist anywhere yet. We are building them from scratch.

The Pod will operate similar to the RETS Pod: a specialized team with its own workflow, its own quality standards, and a direct line into the broader Tax Team. Tax returns prepared by the Pod will be reviewed by experienced reviewers using our standard quality controls. AI does not replace the review function. It changes the preparation function.

We are hiring the Pod Lead now. Podmates will be added as the role and the tooling mature. If you want to be part of building something genuinely new in this profession, this is the time.

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 60 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: Awfis World Centre, Ashram Road, Ahmedabad, Gujarat

Tax Supervisor Intro

You work inside one of our tax Pods, each a mini-team headed by a Partner or Tax Manager, preparing and reviewing complex individual and business entity tax returns, building tax plans, and delivering both to clients.

Most people who do this work well did not set out to become “the complex tax return person.” It happened over time. You took on the S Corp with the messy basis history, then the client with three rentals and a K-1 from a syndicate, then the multi-state tax return nobody else wanted, and somewhere along the way the hard ones became the ones that landed on your desk. If that is roughly how your career has gone, and you enjoyed it, keep reading.

This is not a churn-and-burn compliance seat. WCG runs on a value-based advisory model, so many of our tax returns are the output of a year of conversations, not a one-and-done transaction. You will prepare and review, yes, but you will also plan, project, and talk to clients directly. Over time your mix shifts steadily toward review and planning.

Is This You?

This role is a strong fit if you are…

  • A strong preparer. You can pick up a complicated 1040 or entity tax return and spot where the problems tend to hide. Detail-oriented without getting caught up in the details. Finding that balance is tricky.
  • A confident advisor. You can walk a client through a tax return, explain a notice, or answer the question behind the question.
  • A planner at heart. You embrace that WCG plans ahead for clients instead of just reporting history.
  • Here for the long game. You want a real career path, not a lateral seat.
  • A real teammate. You get that a Pod only works when people cover for each other.

A quick reality check…

Tax season is real here. For team members on the tax cadence, that historically means 55-60 hour weeks for about ten weeks in the spring and 50-55 for about eight weeks in the fall, with much lighter summers to balance it out. The Hours section below lays it out candidly. While WCG does not have a “minimum hours per week requirement” the 55-60 / 50-55 has proven to be necessary for success.

You will start heavier on preparation before moving toward review. That is by design. We want you to see how WCG prepares a tax return before you are the one signing off on someone else’s. If you are coming from a role with more autonomy or your own book of clients, know that this is a structured team seat with a defined path, and the trajectory rewards people who commit to it.

We also screen hard for fit and communication. We can teach tax. We cannot teach someone to be a person clients trust and teammates rely on. That part has to already be there.

Tax Supervisor Basics

Applicants Must

  • Hold an active CPA, EA or CA license. This is a client-facing tax role and the credential matters.
  • Bring 3 to 5 years or more of complex tax return preparation in a public accounting environment, with real comfort across individual (1040) and business entity (1120S, 1065, 1120) tax returns.
  • Communicate clearly and confidently with clients, whether delivering a tax return, walking through a tax plan, or working a notice to resolution.
  • Be comfortable with an advisory model built on annual engagements, planning, and consultation, rather than transactional, one-and-done compliance.
  • Embrace AI for research, email smoothing and completeness, tax return preparation and review, and automation.
  • Have strong business and rental property acumen including tax strategy beyond your garden-variety “max out your 401k” recommendation.
  • Be willing to grow into review over time. You prepare first and review later, and that progression is part of the role.
  • Stay current on federal and state tax developments without being asked. Intellectual curiosity must be in your DNA.
  • Have at least a Bachelor’s degree, accounting preferred.

Nice To Haves

  • Tax return signature authority, at least constructively.
  • Business consulting or advisory experience beyond tax return preparation.
  • Hands-on experience with Thomson Reuters UltraTax and SurePrep.
  • Multi-state tax return experience including nexus and apportionment.

Compensation

$100,000 to $120,000 total compensation, depending on experience and licensure. The Senior Tax Supervisor role sits above this range. Bonuses, where offered, are based on overall firm performance, billables and efficiency along with qualitative intangibles, and are considered in addition to total compensation.

Reporting Manager

Pod Leaders (aka Podfathers) who are Tax Managers or Partners

India Team Differences

This same Tax Supervisor role exists onsite in Ahmedabad. The work is the U.S. tax return preparation, review, and planning described throughout this page. What changes for the Ahmedabad office:

  • Onsite at our Ahmedabad office on Ashram Road (see Locations above for exact address).
  • Budgeted base compensation of INR 18.9 to 21.4 LPA (Lakhs per annum, CTC), based on our assessment of your experience, qualifications, and overall profile. This is approximately 18.0 to 20.5 LPA takehome before any income taxes.
  • Performance bonuses, where applicable, of 15 to 20% on top of base compensation, tied to qualitative intangibles alongside production targets. However, these bonuses are not guaranteed.
  • High English proficiency required since you will communicate directly with U.S. clients and U.S. Podmates and leaders.
  • Bachelor’s degree is required, preferably in accounting or commerce.
  • 3 to 5 years of U.S. tax return preparation experience, proficient with complex individual (1040) and business entity (1120S, 1065, 1120) tax returns required.
  • U.S. tax planning and notice resolution experience is preferred, as is exposure to California, Colorado, and Virginia tax matters.
  • Core hours of 10:00 AM to 6:00 PM IST. Saturdays are working days between January 15 and April 15 during tax season.
  • Most Tuesdays have Pod and certain team meetings from 8:00PM to 9:30PM IST which can be remotely attended (e.g, from home).

As of June 30, 2026, WCG India Global Services Pvt Ltd is in the process of working with our EOR to provide health insurance.

Tax Supervisor Role Responsibilities

You will work directly with other Tax Team Podmates and report to your Pod Leader, a Tax Manager or Partner. Your duties include WCG’s general Tax Team responsibilities plus, or as modified by, the following:

Role-Specific Duties

  • Preparing complex individual (1040) and business entity (1120S, 1065, 1120) tax returns, starting at roughly 90% preparation and 10% review the first year and moving toward a 30% / 70% split as you gain reps.
  • Delivering tax returns, tax plans, and payroll plans to clients, and signing tax returns on a per-client basis as directed by your Pod leader.
  • Managing roughly 25 to 30 advisory engagements, plus another 25 to 50 tax-only engagements (TOEs) your first, and increasing to 100ish advisory and 150ish TOEs as you work towards being a Client Manager within the promoted role of Senior Tax Supervisor.
  • Preparing tax plans and projections on a similar path, starting prep-heavy and evening out to a roughly 50/50 preparation and review split over time.
  • Discussing tax strategies to reduce taxes and reviewing capitalization, participation and risk.
  • Calculating salary and tax projections, entering shareholder payroll, and reviewing those numbers with clients.
  • Resolving federal and state tax notices and other client issues.
  • Researching complex or unusual tax questions, stress-testing with AI tools and drafting memos and conclusions.
  • Handling the tax onboarding process for new clients and making sure the start is solid.
  • Participating in prospect Discovery Meetings and other business development work alongside the Biz Dev team.

General Tax Team Duties

  • 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 Podmates.
  • Identifying improvement gaps and assisting with deploying corrective measures.
  • Providing feedback, concerns, and recommendations to WCG leadership, including ideas that make the Tax service line better.
  • Coordinating client-centric efforts across teams.
  • Answering client phone calls and emails with professionalism and genuine care.
  • Filing and organizing electronic documents and helping keep the workflow moving.
  • Training and leading fellow Podmates as you gain experience.
  • Other tasks related to tax, accounting, and consultation as requested.

Tax Supervisor responsibilities and duties will change from time to time depending on circumstances, your skill set, and the firm’s needs. They are reviewed, modified if necessary, and agreed to during Associate Reviews.

Hours Requirements

All salaried positions must work 1,900 hours annually / 12-month trailing period. This is hands-on-keyboard, butts-in-seats (unless you have a standing desk) work-related time spent on WCG activities. Holidays, office closures, PTO, and other paid time off do not count toward and are not deducted from the 1,900-hour requirement, because your time off is genuinely yours.

WCG does not set a weekly minimum number of hours. That said, for team members who follow the tax team work cadence, our experience historically is that 55-60 hours per week during tax season (roughly 10 weeks) and 50-55 hours per week during extension season (roughly 8 weeks) are needed to find success, with lighter hours the rest of the year (for example, 30-32 hours per week during summer). Other teams follow different cadences.

Please refer to the WCG Associate Handbook for additional information.

UPDATE! You might see reference to 2,100 hours elsewhere. As of June 8, 2026, we are moving to the 1,900 hour version above to simplify and remove confusion.

Tax Team Career Path

The career path for Tax includes Supervisor, Senior Supervisor, Manager, Senior Manager and Partner.

Tax team members can easily transition to other roles such as Business Development Inside Sales, RETS Tax Strategist, including accounting services and others. Many people simply enjoy preparing tax returns while others want to explore other options. WCG does not limit any team member 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 Candidate Questionnaire and upload your resume.
  2. If we like your detailed and thoughtful responses, we schedule a Teams chat with Jason Watson for U.S. and Simar Singh Bagga for India. It is slated for 75 minutes to give you plenty of time to get your questions answered and gain familiarity, though it often runs shorter. 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…
  3. After that initial meeting, and if we believe there is a basis to work together, we ask you to complete our Fit Alignment Assessment. It takes about 30 minutes and helps us understand where you would slot in. Most WCGers have taken it, so we have a good baseline. We are cautious with how we read it- it is not pass or fail, and it usually just underscores what we already gleaned from your questionnaire and our chat.
  4. Next, we introduce you to our recruitment team of Megan, Terra, Beth and Dhanesh. After you chat with at least two of them, we get together and talk behind your back.
  5. Finally, 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!
  6. 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 to see what you need, and we start to discuss travel plans.
  7. About 30 days before your start date, training materials and a schedule are 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!

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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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