Business Development Support

Company Overview

WCG CPAs & Advisors is a mid-size yet boutique tax and accounting firm headquartered in Colorado Springs, CO with team members across the U.S. and in India. We are a methodically growing firm with 7 partners, more than 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 primarily engage with small business owners (S Corps, Partnerships, PCs) and complex individual tax preparation. We take a consultative approach to our client engagements by offering routine consultation and a strong focus on planning and business advisory services. However, we are still a compliance-forward, good ol’ fashioned CPA firm.

Please note that only applications submitted via our website will be considered.

https://wcginc.com/about-us/employment/

Biz Dev Support Basics

• Applicants must demonstrate a courteous and professional demeanor when interacting with clients and colleagues. Excellent verbal and written communication skills are required, along with the ability to engage effectively with clients and team members.
• Ability to work independently while also collaborating effectively within a team environment.
• Excellent organizational skills, strong critical thinking abilities, and meticulous attention to detail.
• Due to regular interaction with Partners, Directors, and Managers, applicants must exercise discretion and maintain confidentiality when handling sensitive information.
• Prior experience in a public accounting firm is preferred (not required).

Compensation

$74,000 to $80,000 total compensation for salaried associates, depending on experience. Bonuses, if offered, are considered in addition to total compensation (for this position, bonuses are based on qualitative intangibles).

Benefits

Please see our website for associate benefits.

Locations

• 2393 Flying Horse Club Drive, Colorado Springs, CO 80921 (headquarters)
• 300 North Main Street, Mitchell, SD 57301
• 920 E Sheridan Street Suite B, Laramie, WY 82072
• 705 Sankalp Square-3, Sindhu Bhavan Marg, Ahmedabad, Gujarat, India
• Remote

Responsibilities

You will be primarily working with other Business Development team members, but also supporting all other WCG team members plus our wonderful client base. Your duties include but are not limited to-

• 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 associates,
• Identifying overall improvement gaps and assisting with deploying corrective measures,
• Providing feedback, concerns and recommendations to WCG leadership to continuously evolve Business Development,
• Drafting client proposals and following up with prospects, and enhancing WCG’s initial interaction with prospects,
• Forming business entities and supporting the Business Development Partner with other corporate governance activities such as EIN applications, entity conversions, dissolutions, among other things,
• Assisting with managing the onboarding process for all new clients and ensuring a positive client experience,
• Providing onboarding updates to the clients as they move along the process,
• Answering client phone calls and emails,
• Maintaining accuracy of client records and data entry in Canopy and other systems,
• Filing and organizing electronic documents,
• Mailing documents to clients and government agencies,
• Connecting with clients to gather essential information,
• Helping to keep the workflow moving, and
• Other tasks as requested by the Partners, Directors and Managers.

Other Requirements

All salaried positions must perform work-related activities, duties and tasks for 1,900 hours annually / 12-month trailing period of Firm-related activities regardless of job title, position, responsibilities or duties. These hours reflect hands-on, work-related time only.

Holidays, office closures, PTO, and other paid time off do not count toward and are not deducted from the 1,900-hour requirement.

Please refer to the WCG Employee Handbook for additional information.

How to Apply

Please visit our website for current openings, company-paid benefits, a description of who we are and the “how do I get this cool gig?” series of steps-

wcginc.com/jobs

**Please note that only applications submitted via our website will be considered.**

Job Type: Full-time

Pay: $74,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Cell phone reimbursement
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off
• Parental leave
• Referral program
• Sabbatical
• Vision insurance

Work Location: Hybrid remote in Colorado Springs, CO 80921