{"id":47935,"date":"2025-08-20T21:42:49","date_gmt":"2025-08-20T21:42:49","guid":{"rendered":"https:\/\/wcginc.com\/?page_id=47935"},"modified":"2025-10-04T13:26:41","modified_gmt":"2025-10-04T13:26:41","slug":"firm-strategist-role-description","status":"publish","type":"page","link":"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/","title":{"rendered":"Firm Strategist Role Description"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 ez-toc-wrap-right counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table Of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#Who_Is_WCG\" >Who Is WCG<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#Firm_Strategist_Basics\" >Firm Strategist Basics<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#Applicants_Must_Have\" >Applicants Must Have<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#Preferred_Qualifications\" >Preferred Qualifications<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#Compensation\" >Compensation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#Reporting_Manager\" >Reporting Manager<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#Firm_Strategist_Role_Responsibilities\" >Firm Strategist Role Responsibilities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#Hours_Requirements\" >Hours Requirements<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#Firm_Strategist_Career_Path\" >Firm Strategist Career Path<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/#How_To_Join_The_WCG_Team\" >How To Join The WCG Team<\/a><\/li><\/ul><\/nav><\/div>\n<div class=\"wpb-content-wrapper\"><p>[vc_row el_id=&#8221;business-hero-sec&#8221; el_class=&#8221;business-hero-sec pgTitle&#8221; woodmart_css_id=&#8221;6769c41f973e5&#8243; responsive_spacing=&#8221;eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2NzY5YzQxZjk3M2U1Iiwic2hvcnRjb2RlIjoidmNfcm93IiwiZGF0YSI6eyJ0YWJsZXQiOnt9LCJtb2JpbGUiOnt9fX0=&#8221; mobile_bg_img_hidden=&#8221;no&#8221; tablet_bg_img_hidden=&#8221;no&#8221; woodmart_parallax=&#8221;0&#8243; woodmart_gradient_switch=&#8221;no&#8221; woodmart_box_shadow=&#8221;no&#8221; wd_z_index=&#8221;no&#8221; woodmart_disable_overflow=&#8221;0&#8243; row_reverse_mobile=&#8221;0&#8243; row_reverse_tablet=&#8221;0&#8243; css=&#8221;.vc_custom_1734984763703{margin-top: 40px !important;padding-top: 5% !important;padding-bottom: 5% !important;background-image: url(https:\/\/wcginc.com\/wp-content\/uploads\/2024\/12\/Hero-44.png?id=9475) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221;][vc_column]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-68a6468b3707e\" class=\" wd-rs-68a6468b3707e wd-info-box wd-wpb text-center box-icon-align-top box-style- color-scheme- wd-bg-none \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h1 class=\"info-box-title title wd-font-weight-800 box-title-style-default font-primary wd-fontsize-m\">Firm Strategist Role<\/h1>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_column][\/vc_row][vc_section el_id=&#8221;pg-main-section&#8221; 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woodmart_inline=&#8221;no&#8221; text_larger=&#8221;no&#8221; el_class=&#8221;posted-date&#8221;]<\/p>\n<p style=\"text-align: right;\"><strong>Posted<\/strong> Wednesday, August 20, 2025<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=&#8221;yes&#8221; css=&#8221;.vc_custom_1730151262427{padding-left: 40px !important;}&#8221; woodmart_css_id=&#8221;6720035c6516b&#8221; responsive_spacing=&#8221;eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2NzIwMDM1YzY1MTZiIiwic2hvcnRjb2RlIjoidmNfcm93IiwiZGF0YSI6eyJ0YWJsZXQiOnsicGFkZGluZy1sZWZ0IjoiMHB4In0sIm1vYmlsZSI6e319fQ==&#8221; mobile_bg_img_hidden=&#8221;no&#8221; tablet_bg_img_hidden=&#8221;no&#8221; woodmart_parallax=&#8221;0&#8243; woodmart_gradient_switch=&#8221;no&#8221; woodmart_box_shadow=&#8221;no&#8221; wd_z_index=&#8221;no&#8221; woodmart_disable_overflow=&#8221;0&#8243; row_reverse_mobile=&#8221;0&#8243; row_reverse_tablet=&#8221;0&#8243; el_id=&#8221;business-formation-inner-sec&#8221; el_class=&#8221;business-formation-inner-sec pg-inr-wrp&#8221;][vc_column woodmart_css_id=&#8221;6707a6bb07a5e&#8221; parallax_scroll=&#8221;no&#8221; woodmart_sticky_column=&#8221;false&#8221; wd_collapsible_content_switcher=&#8221;no&#8221; wd_column_role_offcanvas_desktop=&#8221;no&#8221; wd_column_role_offcanvas_tablet=&#8221;no&#8221; wd_column_role_offcanvas_mobile=&#8221;no&#8221; wd_column_role_content_desktop=&#8221;no&#8221; wd_column_role_content_tablet=&#8221;no&#8221; wd_column_role_content_mobile=&#8221;no&#8221; mobile_bg_img_hidden=&#8221;no&#8221; tablet_bg_img_hidden=&#8221;no&#8221; woodmart_parallax=&#8221;0&#8243; woodmart_box_shadow=&#8221;no&#8221; responsive_spacing=&#8221;eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2NzA3YTZiYjA3YTVlIiwic2hvcnRjb2RlIjoidmNfY29sdW1uIiwiZGF0YSI6eyJ0YWJsZXQiOnt9LCJtb2JpbGUiOnt9fX0=&#8221; mobile_reset_margin=&#8221;no&#8221; tablet_reset_margin=&#8221;no&#8221; wd_z_index=&#8221;no&#8221; el_class=&#8221;bus-col&#8221; offset=&#8221;vc_col-lg-8 vc_col-md-8&#8243;][vc_column_text css=&#8221;&#8221; woodmart_inline=&#8221;no&#8221; text_larger=&#8221;no&#8221; el_class=&#8221;show-sm&#8221;][\/vc_column_text]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-68a6491b284eb\" class=\" wd-rs-68a6491b284eb wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>Thank you for your interest in WCG. The following is high-level information for our Firm Strategist role. This role is a direct extension of the CEO&#8217;s duties and responsibilities, and allows them &#8220;to be in two places at once.&#8221;<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<style data-type=\"vc_shortcodes-custom-css\">#wd-69e54270674bb .info-box-title{line-height:40px;font-size:30px;color:#473d3c;}#wd-69e54270674bb .info-box-inner{line-height:26px;font-size:16px;color:#473d3c;}#wd-69e5434e6a2fb .info-box-title{line-height:40px;font-size:30px;color:#473d3c;}#wd-69e5434e6a2fb .info-box-inner{line-height:26px;font-size:16px;color:#473d3c;}#wd-69e543701e8a1 .info-box-title{line-height:40px;font-size:30px;color:#473d3c;}#wd-69e543701e8a1 .info-box-inner{line-height:26px;font-size:16px;color:#473d3c;}#wd-69e545c89a5e9 .info-box-title{line-height:40px;font-size:30px;color:#473d3c;}#wd-69e545c89a5e9 .info-box-inner{line-height:26px;font-size:16px;color:#473d3c;}#wd-6a2d492fe2e08 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class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-69e54270674bb\" class=\" wd-rs-69e54270674bb wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title img-right \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h2 class=\"info-box-title title wd-font-weight-800 box-title-style-default font-primary wd-fontsize-m\"><span class=\"ez-toc-section\" id=\"Who_Is_WCG\"><\/span>Who Is WCG<span class=\"ez-toc-section-end\"><\/span><\/h2>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p><strong><img decoding=\"async\" class=\"alignnone size-full wp-image-41848\" src=\"https:\/\/wcginc.com\/wp-content\/uploads\/support-role-1.webp\" alt=\"\" width=\"300\" height=\"200\" \/>WCG CPAs &amp; Advisors<\/strong> 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.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>If that sounds like the environment you've been looking for, keep reading.<\/p>\n<p>Last updated-\u00a0<span style=\"color: #ff0000;\"><strong>Sunday, April 19, 2026<\/strong><\/span><\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_column][\/vc_row][vc_row][vc_column][vc_tta_accordion section_title_tag=\"h3\" active_section=\"99\" collapsible_all=\"true\" el_class=\"has-expand\" title=\"WCG Team Overviews\"][vc_tta_section title=\"Support Team\" tab_id=\"support_team\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-69e5434e6a2fb\" class=\" wd-rs-69e5434e6a2fb wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title img-right just-for-copy-text \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>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:<\/p>\n<ul>\n<li><strong>Client Support:<\/strong> 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.<\/li>\n<li><strong>Tax Support:<\/strong> 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.<\/li>\n<li><strong>Operations Support:<\/strong> 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.<\/li>\n<li><strong>Human Resources:<\/strong> 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.<\/li>\n<\/ul>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_tta_section][vc_tta_section title=\"Tax Prep Team\" tab_id=\"tax_prep_team\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-69e543701e8a1\" class=\" wd-rs-69e543701e8a1 wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title img-right just-for-copy-text \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>We use Thomson Reuters UltraTax in a dedicated hosted environment, paired with SurePrep (including 1040SCAN) for electronic binders and annotations.<\/p>\n<p>For the 2025 tax year, our team will prepare approximately 5,800 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.<\/p>\n<p>Over 50 Tax team members make this happen, including our <a href=\"https:\/\/kmkventures.com\/\" target=\"_blank\" rel=\"noopener\">11 dedicated team members in India<\/a>.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_tta_section][vc_tta_section title=\"Rental Expert and Tax Strategy Pod\" tab_id=\"rental_expert__tax_strategy_pod\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-69e545c89a5e9\" class=\" wd-rs-69e545c89a5e9 wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title img-right just-for-copy-text \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>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.<\/p>\n<p>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..<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>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 <a href=\"https:\/\/wcginc.com\/blog\/rental-expert-pod\/\" target=\"_blank\" rel=\"noopener\">Rental Expert Pod<\/a> to the 2.0, or the RETS Pod.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_tta_section][vc_tta_section title=\"AI Tax Prep Pod (Coming November 2026)\" tab_id=\"AI_Tax_Prep_Pod\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-6a2d492fe2e08\" class=\" wd-rs-6a2d492fe2e08 wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title img-right just-for-copy-text \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>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.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_tta_section][vc_tta_section title=\"Accounting Services Team\" tab_id=\"accounting_services\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-69e54631a5f3a\" class=\" wd-rs-69e54631a5f3a wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title img-right just-for-copy-text \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>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.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p><a href=\"https:\/\/wcginc.com\/business-services\/accounting-services\/\" target=\"_blank\" rel=\"noopener\">Accounting Services<\/a> also handles sales and use tax filings and personal property tax. Clean, focused, genuinely valuable work.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_tta_section][vc_tta_section title=\"Payroll Processing Team\" tab_id=\"payroll_processing\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-69e546a89f35f\" class=\" wd-rs-69e546a89f35f wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title img-right just-for-copy-text \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>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.<\/p>\n<p>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.<\/p>\n<p>WCG is getting sharper on purpose.\u00a0Read our <a href=\"https:\/\/wcginc.com\/business-services\/reset-with-intention\/\" target=\"_blank\" rel=\"noopener\">Reset With Intention webpage<\/a> for more information on our 2026 initiatives.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_tta_section][vc_tta_section title=\"Business Development Team\" tab_id=\"business_development\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-69e546dad7bab\" class=\" wd-rs-69e546dad7bab wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title img-right just-for-copy-text \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>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.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_tta_section][vc_tta_section title=\"Locations\" tab_id=\"locations\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-69e530d326d8d\" class=\" wd-rs-69e530d326d8d wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title img-right just-for-copy-text \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>In addition to over 35 remote team members, our physical footprint includes:<\/p>\n<ul>\n<li><strong>Headquarters:<\/strong> 2393 Flying Horse Club Drive, Colorado Springs, CO 80921<\/li>\n<li><strong>South Dakota:<\/strong> 300 North Main Street, Mitchell, SD 57301<\/li>\n<li><strong>Wyoming:<\/strong> 920 E Sheridan Street Suite B, Laramie, WY 82072<\/li>\n<li><strong>India:<\/strong> 705 Sankalp Square-3, Sindhu Bhavan Marg, Ahmedabad, Gujarat<\/li>\n<\/ul>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_tta_section][\/vc_tta_accordion][\/vc_column][\/vc_row]<\/div>\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-68a6490640b2d\" class=\" wd-rs-68a6490640b2d wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h2 class=\"info-box-title title wd-font-weight-800 box-title-style-default font-primary wd-fontsize-m\"><span class=\"ez-toc-section\" id=\"Firm_Strategist_Basics\"><\/span>Firm Strategist Basics<span class=\"ez-toc-section-end\"><\/span><\/h2>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Applicants_Must_Have\"><\/span>Applicants Must Have<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Proven experience in strategic leadership and business operations, ideally within a CPA firm or professional services environment.<\/li>\n<li>Strong financial acumen, including budgeting, forecasting, pricing structures, and business development strategy.<\/li>\n<li>Demonstrated ability to lead cross-functional initiatives, improve workflows, and drive organizational efficiency.<\/li>\n<li>Excellent communication, relationship-building, and leadership skills, with the ability to impact all levels of WCG.<\/li>\n<li>Proficiency with practice management and business systems typical to the accounting industry.<\/li>\n<li>High level of confidentiality, adaptability, and problem-solving skills when working closely with leadership.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Preferred_Qualifications\"><\/span>Preferred Qualifications<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Experience with talent development and recruitment processes, including succession planning and culture building.<\/li>\n<li>Familiarity with marketing and brand strategy, ensuring consistency across digital and client-facing platforms.<\/li>\n<li>Knowledge of risk management, compliance, and legal coordination in a professional services (preferably CPA) firm.<\/li>\n<\/ul>\n<p>We encourage those with tax return preparation experience who are looking for a new path or a &#8220;professional left turn&#8221; to consider this Firm Strategist role.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Compensation\"><\/span>Compensation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>$120,000 to $140,000 depending on experience.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Reporting_Manager\"><\/span>Reporting Manager<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>CEO<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-68a646d743ebf\" class=\" wd-rs-68a646d743ebf wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h2 class=\"info-box-title title wd-font-weight-800 box-title-style-default font-primary wd-fontsize-m\"><span class=\"ez-toc-section\" id=\"Firm_Strategist_Role_Responsibilities\"><\/span>Firm Strategist Role Responsibilities<span class=\"ez-toc-section-end\"><\/span><\/h2>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>You will be working directly with the CEO and supporting all other WCG team members. Your duties include-<\/p>\n<ul>\n<li>Guiding WCG along the path of success,<\/li>\n<li>Promoting WCG culture, and encouraging excellence and high team morale,<\/li>\n<li>Serving as a strategic and operational extension of the CEO, providing feedback or insights on how to innovate workflows or navigate challenges,<\/li>\n<li>Developing and implementing WCG goals, procedures, and policies in coordination with other Partners, Directors, Managers, and employees,<\/li>\n<li>Identifying overall improvement gaps and assisting with deploying corrective measures,<\/li>\n<li>Providing feedback, concerns, and recommendations to WCG leadership to continuously evolve WCG into a better service provider,<\/li>\n<li>Overseeing firm-wide compliance with regulatory, ethical, and professional standards,<\/li>\n<li>Advancing the WCG\u2019s professional pursuits with others outside WCG such as attorneys, financial advisors, etc.,<\/li>\n<li>Promoting the WCG brand among our accounting industry peers including associations and \u201cco-ops,\u201d<\/li>\n<li>Interfacing with recruiters and initial triage, facilitating the interview process, improving WCG\u2019s brand recognition for recruitment potential,<\/li>\n<li>Improving WCG\u2019s business development by finding opportunities to improve service offerings, monitoring prospect handling including qualify assurance, and offer insights on client terminations, client acquisition and overall client retention,<\/li>\n<li>Participating in the marketing committee, providing website quality assurance and offering insights to additional marketing opportunities,<\/li>\n<li>Establishing forecasts and budgets, future hiring needs and updating internal data to support overall business planning,<\/li>\n<li>Designing and implementing professional development pathways to strengthen leadership succession planning,<\/li>\n<li>Monitoring operations interactions with other teams finding efficiencies and data communication improvement,<\/li>\n<li>Participating in software and technology reviews including annual contracts,<\/li>\n<li>Driving alignment across teams providing visibility, collaboration, and preparedness<\/li>\n<li>Training and leading fellow employees,<\/li>\n<li>Helping to keep the workflow moving, and<\/li>\n<li>Doing other tasks related to accounting, taxes, and consultation.<\/li>\n<\/ul>\n<p>Firm Strategist 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 Associate Reviews.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<style data-type=\"vc_shortcodes-custom-css\">#wd-6a2722f51be8e .info-box-title{line-height:40px;font-size:30px;color:#473d3c;}#wd-6a2722f51be8e .info-box-inner{line-height:26px;font-size:16px;color:#473d3c;}@media (max-width: 1199px) {#wd-6a2722f51be8e .info-box-title{line-height:34px;font-size:24px;}#wd-6a2722f51be8e .info-box-inner{line-height:24px;font-size:14px;}}@media (max-width: 767px) {#wd-6a2722f51be8e .info-box-title{line-height:28px;font-size:18px;}#wd-6a2722f51be8e .info-box-inner{line-height:24px;font-size:14px;}}<\/style><div class=\"wpb-content-wrapper\">[vc_row][vc_column]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-6a2722f51be8e\" class=\" wd-rs-6a2722f51be8e wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h2 class=\"info-box-title title wd-font-weight-800 box-title-style-default font-primary wd-fontsize-m\"><span class=\"ez-toc-section\" id=\"Hours_Requirements\"><\/span>Hours Requirements<span class=\"ez-toc-section-end\"><\/span><\/h2>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>All salaried positions must work 1,900 hours annually \/ 12-month trailing period. This is hands-on-keyboard, 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, because your time off is genuinely yours.<\/p>\n<p>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 9 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.<\/p>\n<p>Please refer to the <a href=\"https:\/\/wcginc.com\/wp-content\/documents\/hr\/EmployeeHandbook.pdf\" target=\"_blank\" rel=\"noopener\">WCG Associate Handbook<\/a>\u00a0for additional information.<\/p>\n<p><span style=\"color: #ff0000;\"><strong>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.<\/strong><\/span><\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_column][\/vc_row]<\/div>\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-68a63f45672c2\" class=\" wd-rs-68a63f45672c2 wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h2 class=\"info-box-title title wd-font-weight-800 box-title-style-default font-primary wd-fontsize-m\"><span class=\"ez-toc-section\" id=\"Firm_Strategist_Career_Path\"><\/span>Firm Strategist Career Path<span class=\"ez-toc-section-end\"><\/span><\/h2>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>The career path for Firm Strategist includes Firm Director (think Managing Partner-esque) and Partner.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<style data-type=\"vc_shortcodes-custom-css\">#wd-6a27235f70283 .info-box-title{line-height:40px;font-size:30px;color:#473d3c;}#wd-6a27235f70283 .info-box-inner{line-height:26px;font-size:16px;color:#473d3c;}#wd-68a64b494b05b .info-box-title{line-height:46px;font-size:36px;color:#473d3c;}#wd-68a64b494b05b .info-box-inner{line-height:26px;font-size:16px;color:#473d3c;}#wd-687b94b17471c .info-box-title{line-height:34px;font-size:24px;color:#ab9157;}#wd-687b94b17471c .info-box-inner{line-height:26px;font-size:16px;color:#756e6d;}#wd-6a272427c4c76 .info-box-title{line-height:34px;font-size:24px;color:#ab9157;}#wd-6a272427c4c76 .info-box-inner{line-height:26px;font-size:16px;color:#756e6d;}#wd-6a27243bab1ed .info-box-title{line-height:34px;font-size:24px;color:#ab9157;}#wd-6a27243bab1ed .info-box-inner{line-height:26px;font-size:16px;color:#756e6d;}@media (max-width: 1199px) {#wd-6a27235f70283 .info-box-title{line-height:34px;font-size:24px;}#wd-6a27235f70283 .info-box-inner{line-height:24px;font-size:14px;}#wd-68a64b494b05b .info-box-title{line-height:36px;font-size:26px;}#wd-68a64b494b05b .info-box-inner{line-height:24px;font-size:14px;}#wd-687b94b17471c .info-box-title{line-height:30px;font-size:20px;}#wd-687b94b17471c .info-box-inner{line-height:24px;font-size:14px;}#wd-6a272427c4c76 .info-box-title{line-height:30px;font-size:20px;}#wd-6a272427c4c76 .info-box-inner{line-height:24px;font-size:14px;}#wd-6a27243bab1ed .info-box-title{line-height:30px;font-size:20px;}#wd-6a27243bab1ed .info-box-inner{line-height:24px;font-size:14px;}}@media (max-width: 767px) {#wd-6a27235f70283 .info-box-title{line-height:28px;font-size:18px;}#wd-6a27235f70283 .info-box-inner{line-height:24px;font-size:14px;}#wd-68a64b494b05b .info-box-title{line-height:28px;font-size:18px;}#wd-68a64b494b05b .info-box-inner{line-height:24px;font-size:14px;}#wd-687b94b17471c .info-box-title{line-height:26px;font-size:16px;}#wd-687b94b17471c .info-box-inner{line-height:24px;font-size:14px;}#wd-6a272427c4c76 .info-box-title{line-height:26px;font-size:16px;}#wd-6a272427c4c76 .info-box-inner{line-height:24px;font-size:14px;}#wd-6a27243bab1ed .info-box-title{line-height:26px;font-size:16px;}#wd-6a27243bab1ed .info-box-inner{line-height:24px;font-size:14px;}}<\/style><div class=\"wpb-content-wrapper\">[vc_row][vc_column]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-6a27235f70283\" class=\" wd-rs-6a27235f70283 wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h2 class=\"info-box-title title wd-font-weight-800 box-title-style-default font-primary wd-fontsize-m\"><span class=\"ez-toc-section\" id=\"How_To_Join_The_WCG_Team\"><\/span>How To Join The WCG Team<span class=\"ez-toc-section-end\"><\/span><\/h2>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>Here is the step by step process-<\/p>\n<ol>\n<li>Click on the button below to complete a quick Candidate Questionnaire and upload your resume.<\/li>\n<li>If we like your detailed and thoughtful responses, we schedule a Teams chat with Jason Watson. 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\u2026 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\u2026<\/li>\n<li>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.<\/li>\n<li>Next, we introduce you to our recruitment team of Megan, Terra and Beth. After you chat with at least two of them, we get together and talk behind your back.<\/li>\n<li>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!<\/li>\n<li>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.<\/li>\n<li>About 30 days before your start date, training materials and a schedule are presented.<\/li>\n<\/ol>\n<p>And away we go!<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_column][\/vc_row][vc_row el_class=\"career--pack\" woodmart_css_id=\"68128d31b2822\" responsive_spacing=\"eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2ODEyOGQzMWIyODIyIiwic2hvcnRjb2RlIjoidmNfcm93IiwiZGF0YSI6eyJ0YWJsZXQiOnt9LCJtb2JpbGUiOnt9fX0=\" mobile_bg_img_hidden=\"no\" tablet_bg_img_hidden=\"no\" woodmart_parallax=\"0\" woodmart_gradient_switch=\"no\" woodmart_box_shadow=\"no\" wd_z_index=\"no\" woodmart_disable_overflow=\"0\" row_reverse_mobile=\"0\" row_reverse_tablet=\"0\"][vc_column][vc_row_inner content_placement=\"middle\" el_class=\"client-review-secs box--card\" woodmart_css_id=\"672e712482714\" responsive_spacing=\"eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2NzJlNzEyNDgyNzE0Iiwic2hvcnRjb2RlIjoidmNfcm93X2lubmVyIiwiZGF0YSI6eyJ0YWJsZXQiOnt9LCJtb2JpbGUiOnt9fX0=\" mobile_bg_img_hidden=\"no\" tablet_bg_img_hidden=\"no\" woodmart_parallax=\"0\" woodmart_gradient_switch=\"no\" woodmart_box_shadow=\"no\" wd_z_index=\"no\" woodmart_disable_overflow=\"0\" row_reverse_mobile=\"0\" row_reverse_tablet=\"0\"][vc_column_inner width=\"1\/3\" woodmart_css_id=\"671780b35b49a\" parallax_scroll=\"no\" woodmart_sticky_column=\"false\" wd_collapsible_content_switcher=\"no\" wd_column_role_offcanvas_desktop=\"no\" wd_column_role_offcanvas_tablet=\"no\" wd_column_role_offcanvas_mobile=\"no\" wd_column_role_content_desktop=\"no\" wd_column_role_content_tablet=\"no\" wd_column_role_content_mobile=\"no\" mobile_bg_img_hidden=\"no\" tablet_bg_img_hidden=\"no\" woodmart_parallax=\"0\" woodmart_box_shadow=\"no\" responsive_spacing=\"eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2NzE3ODBiMzViNDlhIiwic2hvcnRjb2RlIjoidmNfY29sdW1uX2lubmVyIiwiZGF0YSI6eyJ0YWJsZXQiOnt9LCJtb2JpbGUiOnt9fX0=\" wd_z_index=\"no\"]\t\t<div id=\"wd-68a373cb97317\" class=\"wd-image wd-wpb wd-rs-68a373cb97317 text-left \">\n\t\t\t\n\t\t\t<img decoding=\"async\" width=\"300\" height=\"180\" src=\"https:\/\/wcginc.com\/wp-content\/uploads\/012465_2518099599_join_the_WCG_team_300.jpg\" class=\"attachment-full size-full\" alt=\"join the WCG team\" \/>\n\t\t\t\t\t<\/div>\n\t\t[\/vc_column_inner][vc_column_inner width=\"2\/3\" woodmart_css_id=\"671780c0415fb\" parallax_scroll=\"no\" woodmart_sticky_column=\"false\" wd_collapsible_content_switcher=\"no\" wd_column_role_offcanvas_desktop=\"no\" wd_column_role_offcanvas_tablet=\"no\" wd_column_role_offcanvas_mobile=\"no\" wd_column_role_content_desktop=\"no\" wd_column_role_content_tablet=\"no\" wd_column_role_content_mobile=\"no\" mobile_bg_img_hidden=\"no\" tablet_bg_img_hidden=\"no\" woodmart_parallax=\"0\" woodmart_box_shadow=\"no\" responsive_spacing=\"eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2NzE3ODBjMDQxNWZiIiwic2hvcnRjb2RlIjoidmNfY29sdW1uX2lubmVyIiwiZGF0YSI6eyJ0YWJsZXQiOnt9LCJtb2JpbGUiOnt9fX0=\" wd_z_index=\"no\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-68a64b494b05b\" class=\" wd-rs-68a64b494b05b wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none with-btn box-btn-static \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h4 class=\"info-box-title title wd-font-weight-800 box-title-style-default font-primary wd-fontsize-m\">Join The WCG Team<\/h4>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>Apply online to join the team- answer some questions and upload a resume!<\/p>\n<\/div>\n\n\t\t\t\t\t\t<div class=\"info-btn-wrapper\"><div id=\"wd-6a31ef376f128\" class=\"  wd-button-wrapper text-left\"><a href=\"https:\/\/wcginc.jotform.com\/wcg\/career\" title=\"\" target=\"_blank\" class=\"btn btn-style-default btn-shape-rectangle btn-size-default\">Apply Online!<\/a><\/div><\/div>\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=\"yes\" el_class=\"boxes--pack\" woodmart_css_id=\"68a7c0602b430\" responsive_spacing=\"eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2OGE3YzA2MDJiNDMwIiwic2hvcnRjb2RlIjoidmNfcm93X2lubmVyIiwiZGF0YSI6eyJ0YWJsZXQiOnt9LCJtb2JpbGUiOnt9fX0=\" mobile_bg_img_hidden=\"no\" tablet_bg_img_hidden=\"no\" woodmart_parallax=\"0\" woodmart_gradient_switch=\"no\" woodmart_box_shadow=\"no\" wd_z_index=\"no\" woodmart_disable_overflow=\"0\" row_reverse_mobile=\"0\" row_reverse_tablet=\"0\"][vc_column_inner width=\"1\/3\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-687b94b17471c\" class=\" wd-rs-687b94b17471c wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none srvc-txt-block \">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"box-icon-wrapper  box-with-icon box-icon-simple\">\n\t\t\t\t\t\t\t<div class=\"info-box-icon\">\n\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"300\" height=\"200\" src=\"https:\/\/wcginc.com\/wp-content\/uploads\/career1-1.webp\" class=\"attachment-full size-full\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h4 class=\"info-box-title title wd-font-weight-600 box-title-style-default font-primary wd-fontsize-m\">WCG Careers<\/h4>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>Learn about our comprehensive training process, made to balance team experience and client service.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<a class=\"wd-info-box-link wd-fill\" aria-label=\"Infobox link\" href=\"\/about-us\/employment\/\" title=\"\"><\/a>\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_column_inner][vc_column_inner width=\"1\/3\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-6a272427c4c76\" class=\" wd-rs-6a272427c4c76 wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none srvc-txt-block \">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"box-icon-wrapper  box-with-icon box-icon-simple\">\n\t\t\t\t\t\t\t<div class=\"info-box-icon\">\n\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"400\" height=\"200\" src=\"https:\/\/wcginc.com\/wp-content\/uploads\/291398_2489124391_2025_300-1.jpg\" class=\"attachment-full size-full\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h4 class=\"info-box-title title wd-font-weight-600 box-title-style-default font-primary wd-fontsize-m\">2026 Benefits<\/h4>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>WCG 2026 benefits summary outlines health insurance (United Healthcare Choice Plus HDHP, employee-only), dental, and vision coverage.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<a class=\"wd-info-box-link wd-fill\" aria-label=\"Infobox link\" href=\"https:\/\/wcginc.com\/benefits\" title=\"\" target=\"_blank\"><\/a>\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_column_inner][vc_column_inner width=\"1\/3\"]\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-6a27243bab1ed\" class=\" wd-rs-6a27243bab1ed wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none srvc-txt-block \">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"box-icon-wrapper  box-with-icon box-icon-simple\">\n\t\t\t\t\t\t\t<div class=\"info-box-icon\">\n\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"622\" height=\"622\" src=\"https:\/\/wcginc.com\/wp-content\/uploads\/associate-handbook.jpg\" class=\"attachment-full size-full\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h4 class=\"info-box-title title wd-font-weight-600 box-title-style-default font-primary wd-fontsize-m\">Associate Handbook<\/h4>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>This Associate Handbook was developed to describe some of the expectations we have for all associates and what you can expect from WCG.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<a class=\"wd-info-box-link wd-fill\" aria-label=\"Infobox link\" href=\"https:\/\/wcginc.com\/wp-content\/documents\/hr\/WCG_AssociateHandbook.pdf\" title=\"\"><\/a>\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/div>\t\t\t<div class=\"info-box-wrapper\">\n\t\t\t\t<div id=\"wd-671f9d6a7451e\" class=\" wd-rs-671f9d6a7451e wd-info-box wd-wpb text-left box-icon-align-top box-style- color-scheme- wd-bg-none border-btm-title \">\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p><strong>WCG CPAs &amp; Advisors<\/strong>\u00a0is a full service consultation and tax preparation firm located in Colorado Springs, Colorado, and we look forward to working with you!<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[\/vc_column][vc_column woodmart_sticky_column_offset=&#8221;120&#8243; woodmart_css_id=&#8221;671a36da0b4b9&#8243; parallax_scroll=&#8221;no&#8221; woodmart_sticky_column=&#8221;true&#8221; 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class=\"info-box-icon\">\n\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"300\" height=\"200\" src=\"https:\/\/wcginc.com\/wp-content\/uploads\/015212_390082939_reduce_se_taxes_300-1.jpg\" class=\"attachment-full size-full\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"info-box-content\">\n\t\t\t\t\t\t<h5 class=\"info-box-title title wd-font-weight-800 box-title-style-default font-primary wd-fontsize-m\">Tax Planning Season<\/h5>\t\t\t\t\t\t<div class=\"info-box-inner reset-last-child\"><p>Tax planning season is here! 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Seems like a chore to offload?<\/p>\n<\/div>\n\n\t\t\t\t\t\t<div class=\"info-btn-wrapper\"><div id=\"wd-6a31ef376fa3a\" class=\"  wd-button-wrapper text-left\"><a href=\"https:\/\/wcginc.com\/blog\/business-bookkeeping\/\" title=\"Small Business Bookkeeping\" class=\"btn btn-style-default btn-shape-rectangle btn-size-default btn-icon-pos-left\">Accounting Services<span class=\"wd-btn-icon\"><span class=\"wd-icon fas fa-calculator\"><\/span><\/span><\/a><\/div><\/div>\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t<style><\/style>\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t[vc_row_inner disable_element=\"yes\" woodmart_css_id=\"6808d533de3c0\" responsive_spacing=\"eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2ODA4ZDUzM2RlM2MwIiwic2hvcnRjb2RlIjoidmNfcm93X2lubmVyIiwiZGF0YSI6eyJ0YWJsZXQiOnt9LCJtb2JpbGUiOnt9fX0=\" mobile_bg_img_hidden=\"no\" tablet_bg_img_hidden=\"no\" woodmart_parallax=\"0\" woodmart_gradient_switch=\"no\" woodmart_box_shadow=\"no\" wd_z_index=\"no\" woodmart_disable_overflow=\"0\" row_reverse_mobile=\"0\" row_reverse_tablet=\"0\"][vc_column_inner]\t\t<div class=\"promo-banner-wrapper  wd-rs-6808d6599143b \">\n\t\t\t<div id=\"wd-6808d6599143b\" class=\"promo-banner  banner- banner-hover-zoom color-scheme-light banner-btn-size-default banner-btn-style-default bus-promo-info with-btn banner-btn-position-static wd-with-link wd-underline-colored\">\n\t\t\t\t<div class=\"main-wrapp-img\">\n\t\t\t\t\t<div class=\"banner-image wd-bg-position-center\" >\n\t\t\t\t\t\t<img decoding=\"async\" width=\"300\" height=\"200\" src=\"https:\/\/wcginc.com\/wp-content\/uploads\/2025\/01\/015212_390082939_reduce_se_taxes_300.jpg\" class=\"attachment-full size-full\" alt=\"wcg tax\" \/>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t<div class=\"wrapper-content-banner wd-fill  wd-items-top wd-justify-center\">\n\t\t\t\t\t<div class=\"content-banner  text-left\">\n\t\t\t\t\t\t<h5 class=\"banner-title wd-font-weight-800 font-primary wd-fontsize-l\">Tax Planning Season<\/h5>\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"banner-inner reset-last-child \">\n\t\t\t\t\t\t\t\t<p>Tax planning season is here! 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We have a wonderful team of are we are always looking for others to join us!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wcginc.com\/about-us\/career-opportunities\/firm-strategist-role-description\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Firm Strategist Role Description\" \/>\n<meta property=\"og:description\" content=\"WCG is a tax and accounting firm located in Colorado. 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