Accountant

Peak Retirement Planning; Columbus (OH); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Profit sharing

Annual bonus

Premier benefits

Job summary

Peak Retirement Planning, Inc. is seeking an experienced Accountant to join our growing Columbus team. You will maintain financial records, manage payroll, AP/AR, GL, and prepare monthly/quarterly/annual reports in a fast-paced startup environment.

We value grit, teamwork, and a long-term career mindset, offering accelerated growth, competitive compensation, and profit sharing as part of Peak's high-performance culture.

Qualifications

• Strong understanding of financial reporting standards.
• Experience with payroll, bank reconciliations, and general ledger management.
• Proficiency with accounting software (QuickBooks, Xero, or similar).

Responsibilities

• Strong understanding of financial reporting standards
• Experience with payroll, bank reconciliations, and general ledger management
• Proficiency with accounting software (QuickBooks, Xero, or similar)
• Maintain accurate financial records, including journal entries, reconciliations, and ledgers
• Manage accounts payable, accounts receivable, and general ledger activities
• Prepare monthly, quarterly, and annual financial reports
• Monitor and manage payroll processing and related tax filings
• Support the budgeting and forecasting process with accurate data and insights
• Ensure compliance with tax and regulatory requirements
• Coordinate with external accountants during audits or year-end tax filings
• Identify and implement improvements to accounting workflows and internal controls
• Provide financial reporting support to leadership and department heads

Skills

Financial reporting standards

Payroll processing

Bank reconciliations

General ledger management

Tools

QuickBooks

Xero

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. We are very selective to ensure we hire the best and those aligned with our values and intensity.

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).

Main Responsibilities:

• Strong understanding of financial reporting standards
• Experience with payroll, bank reconciliations, and general ledger management
• Proficiency with accounting software (QuickBooks, Xero, or similar)
• Maintain accurate financial records, including journal entries, reconciliations, and ledgers
• Manage accounts payable, accounts receivable, and general ledger activities
• Prepare monthly, quarterly, and annual financial reports
• Monitor and manage payroll processing and related tax filings
• Support the budgeting and forecasting process with accurate data and insights
• Ensure compliance with tax and regulatory requirements
• Coordinate with external accountants during audits or year-end tax filings
• Identify and implement improvements to accounting workflows and internal controls
• Provide financial reporting support to leadership and department heads

CAREER PATH AT PEAK RETIREMENT

On the ground floor of the youngest and fastest-growing firm in the country, there is great opportunity. Team members join us for growth, greater impact, and financial upside early in their careers. We offer industry-leading salaries for every position, premier benefits, annual bonus opportunities, salary increases, and profit sharing. Advancement at Peak is based on results, being a selfless team member, and consistently upholding our standards and values - not years of service or experience. For perspective, many of our out-of-college team members reach Level 2 within 1-2 years and Level 3 within 3-5 years. At most traditional companies, similar opportunities can take significantly longer to earn, but due to our rapid growth, in-depth training program, and commitment to rewarding results over experience, Peak offers the potential for accelerated career advancement.

LEVEL 1 | Specialist

• Complete our training program and work closely with experienced team members.
• Take ownership of assigned tasks and projects.
• Become someone your team can depend on to get things done exceptionally well.

LEVEL 2 | Advanced

• Become a self-starter who does not need to be managed.
• Rockstar at getting things done.
• Duplicate yourself by coaching new team members to achieve our high standards.

LEVEL 3 | Senior

• Have a founder's mentality, taking ownership beyond your individual responsibilities.
• Improve processes and drive results for your department.
• A key part to our growth and ensuring our team and firm are successful.