Tax Support Role

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 Tax Support,

• Assisting with development of internal policies relating to tax 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,

• Connecting with clients to gather essential information,

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

• Helping to keep the workflow moving, and

• Other tasks as requested by other team members.

Tax 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.

Information Data Processing (IDP) Specialty

The IDP team is a specialty subteam of Tax Support with two primary functions-

• Process client uploads by analyzing the information, renaming and organizing as necessary, notifying the client and alerting other teams that new data has arrived from the client.

• Send e-signature requests and processes paid invoices for tax return filing.

It is common to process 1,000 to 1,500 client uploads for online form submissions daily. Yes, daily. Given the repetitive nature of IDP, some team members find it better to work remotely in addition to working atypical hours (are you a early bird or do you burn the midnight oil?). In addition many IDP team members have a fragmented work day to balance domestic demands such as kids, school and house chores with team member duties.

Binder Builder (BB) Specialty

The Binder Builder team is a specialty subteam of Tax Support with three primary functions-

• Connect with clients to obtain critical information for tax return preparation in addition to downloading accounting and payroll data directly from online sources (QuickBooks, Xero, ADP, Paychex, etc.).

• Assemble client data, tax documents and related information into electronic tax binders using SurePrep Binder. Create tax return records in our tax software, verify 1040SCAN data from SurePrep, and upload into the tax return.

• Assist Client Support and other Tax Support team members in sending e-signature requests, processing paid invoices and communicating with the client regarding the final stages of tax return filing.

Binder Builders learn a lot about various tax forms and basics of tax return preparation. It is often seen as a stepping stone to join the Tax Prep team where team members spend about a year building binders, learning the tax return process and absorbing WCG life. Building binders is a wonderful way to start a tax return preparation career.