Job Description

Company Overview

Continue your career in financial services with GHP Investment Advisors.

GHPIA, named NerdWallet’s top financial advisor in Denver, is a fee-only financial planning and investment advisory firm offering comprehensive, integrated wealth management services for individuals and small businesses. Our team prides itself on building life-long relationships and providing unparalleled service to our clients.

The Tax Services Specialist position is an in-person role at our Capitol Hill office.

Position Description

Under the direct supervision of the Director of Tax Planning, the Tax Services Specialist will play a key role in delivering comprehensive financial services to our clients, with a strong emphasis on both tax preparation and strategic tax planning. This position is well-suited for professionals seeking to transition from public accounting to a role that offers significantly improved work-life balance while continuing to apply their expertise in a client-focused environment.

Key responsibilities:

• Prepare and review individual income tax returns with accuracy and attention to detail
• Analyze financial documents and tax-related information to ensure completeness and compliance with current tax regulations
• Communicate tax obligations and planning opportunities clearly and effectively to clients
• Respond to client inquiries in a timely and professional manner; conduct research and resolve issues as necessary
• Collaborate closely with team members to incorporate tax planning strategies into clients’ broader financial plans
• Maintain up-to-date knowledge of income tax laws, industry trends, tools and best practices

Professional Development:

• Demonstrated willingness to pursue advanced certifications or continued education in financial planning (e.g., CFP or PFS) to enhance professional expertise and better serve client needs

Preferred Experience and Skills:

• Bachelor’s degree in Accounting, Finance, Business Administration or related field
• Minimum of two years of experience in individual income tax preparation
• Certified Public Accountant (CPA) designation or active CPA candidate
• Proficiency with tax preparation software; experience with CCH Axcess is a plus
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills, with a focus on client service
• High level of integrity, with a commitment to confidentiality and professional ethics

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