Accounting Intern

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 36,000 - 50,000; Full time

Job summary

Peak Retirement Planning, Inc. is hiring an entry-level tax assistant to support the tax preparation process in Columbus, Ohio. The role offers exposure to IRS regulations and collaboration with the in-house CPA team, with a path toward CPA licensure.

As a fast-growing practice, we value diligence, strong work ethic, and a team-first mindset. No prior experience required; training provided as you assist with returns and client communications.

Qualifications

• No experience required; entry-level role in tax prep.
• Interest in obtaining CPA licensure and pursuing accounting credentials.
• Assisting with the preparation of tax returns.
• Performing basic tax research and verifying IRS regulations.
• Supporting in-house CPA and handling miscellaneous tasks.

Responsibilities

• Assist with preparation of client tax returns.
• Perform basic tax research and verify IRS compliance.
• Assist in-house CPA as needed with tasks.
• Organize and review client tax documents.
• Assist with client communications and information requests.

Skills

Attention to detail

Analytical thinking

Communication skills

Organizational skills

Education

Pursuing CPA licensure

Tools

Tax software

IRS e-filing

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).

Main Requirements:

• No Experience Preferred

• Interest in obtaining the CPA licensure

• Assisting with the preparation of tax returns

• Performing basic tax research and verifying compliance with IRS regulations

• Assisting in-house CPA, as needed, on miscellaneous tasks

• Organize and review client tax documents

• Assisting with client communications and responding to information requests