Tax Preparer Job at Peak Retirement Planning, Inc., Columbus, OH

WTdTOVd0VEEvOFNhQWJCNE0vUzk3OEU9
  • Peak Retirement Planning, Inc.
  • Columbus, OH

Job Description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. 

What We Look For  

A+ Player  

  • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed. 

  • Dislikes working with B and C players. 

  • Does not need to be told twice what to do. 

Foxhole Team Member  

  • Has a servant's heart and a purpose bigger than themselves. 

  • Will help a team member fix a flat on the side of the road at 6am. 

  • Goes above and beyond to provide a "White Glove Service" to our clients. 

Rocketship Mentality  

  • Excited to join a fast-growing startup with extreme upside. 

  • Growth Mindset in all areas of life -  professionally, personally, physically, and spiritually. 

  • "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job). 

  • Prepare individual and business tax returns accurately and on time 

  • Provide tax planning and strategy support alongside financial advisors 

  • Familiarity with tax prep software (we use Drake) 

  • Help clients understand their tax liabilities and filing obligations 

  • Ensure compliance with all federal and state tax regulations 

  • Maintain up-to-date knowledge of tax laws and communicate relevant updates 

  • Work with external accountants or legal professionals as needed 

  • Contribute to developing internal tax systems and improving efficiency 

  • Support clients during audits or tax-related inquiries 

Job Tags

Permanent employment, Full time

Similar Jobs

SEIU UHW West, United Healthcare Workers West

Communications Specialist Job at SEIU UHW West, United Healthcare Workers West

 ...SEIU UHW West United Healthcare Workers West Communications Specialist Remote to start but must be in San Diego, CA Position: Communications Specialist Classification: Full-time, Exempt Location: Remote to start but must be in San Diego area... 

Digby CCL

Class A Owner Operator Job Job at Digby CCL

 ... Weekly Settlements (Direct Deposit available) Comdata Fuel Cards (Discounts Pull under our authority or transfer your plate...  ...Class 8 CMV Detention pay Secure Parking No HazMat or TWIC card required Referral bonus program Flexible home time (... 

Dynamics ATS

Technical Services Manager - Power Systems Protection Job at Dynamics ATS

 ...services, and solutions Develop a close working relationship with customers and establish secondary technical contact, besides RSM, for customer inquiries and escalations Assist customers with the installation, commissioning, and operation of Client systems, both... 

Watson Trucking, LLC

Class A Do You Want Weekly Home Time Company Drivers and Owner Ops Wanted Job Job at Watson Trucking, LLC

Class A Do You Want Weekly Home Time Company Drivers and Owner Ops Wanted JobOver the Road Company Driver's and Owner Operator Wanted...  ...tired of not getting good regular home-time?Come join Watson Trucking's team where you will be treated like family, and you choose... 

ESTEEMED LIFE SOLUTIONS LLC

Bookkeeper Job at ESTEEMED LIFE SOLUTIONS LLC

 ...Position Summary The Client Finance Bookkeeper is responsible for the daily financial and billing operations of client accounts, ensuring accuracy, timeliness, and compliance with fiduciary and internal standards. This position supports the Director of Client Finance...