Accounting Intern

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Peak Retirement Planning, Inc. is seeking individuals who strive for excellence and bring a servant's heart to a fast-growing tax-focused environment. No prior experience required, with interest in CPA licensure.

You will support tax return preparation, tax research, and client communications as part of a collaborative CPA team. As a scaling financial planning firm, we value dedication and integrity, offering opportunities to learn and grow alongside seasoned professionals, while assisting with

Qualifications

• 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

Responsibilities

• Assist with the preparation of tax returns for clients
• Conduct basic tax research and verify IRS compliance
• Support in-house CPA with miscellaneous tasks
• Organize and review client tax documents
• Communicate with clients and respond to information requests

Skills

A+ Player

Foxhole Team Member

Rocketship Mentality

Education

CPA licensure interest

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