What are the responsibilities and job description for the Client Support position at WCG Inc?
Team Objective
As of 2024, WCG Inc. is a mid-size tax and accounting firm with 7 partners, about 50 employees and $9.2M in revenue located in Colorado Springs, CO and Mitchell, SD. 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. Tax return quality and efficiency naturally occurs from routine client interaction throughout the year.
Basics
Applicants must have a pleasant demeanor with clients, and 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 in a client support position.
Compensation Range is $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. Hours are Monday-Friday from 8:00 AM-4:30 PM.
Locations
2393 Flying Horse Club Drive, Colorado Springs, CO 80921
Hybrid remote work is available.
Job Duties
You will be working directly with and to support the team. Your duties include-
Answering client phone calls and emails (cannot have an allergy to the telephone),
Filing and organizing electronic documents,
Mailing documents to clients and government agencies,
Connecting with clients to gather essential information,
Assisting Managers with tasks specific to their business segment (Tax, Accounting, Payroll, Operations or Business Development),
Maintaining Manager calendars including scheduling appointments and meetings, collecting payments for consultations, anticipating scheduling conflicts and compiling necessary documentation for appointments,
Monitoring, screening, responding to and distributing incoming calls or emails to Managers,
Helping to keep the workflow moving,
Office opening and closing duties/preparing office for holiday closures,
Providing a pleasant office space environment for clients and other team members, and
Other tasks as requested by the Managers.
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-
https://wcginc.com/about-us/employment/
You can also use the link below to apply directly:
https://wcginc.formstack.com/forms/career
Please apply on our website for consideration.
Job Type: Full-time
Pay: $25.00 - $30.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Education:
- High school or equivalent (Preferred)
Experience:
- Administrative experience: 3 years (Preferred)
Work Location: In person
Salary : $64,000 - $76,000