Accounting Intern

Peak Retirement Planning, Inc.; Columbus (OH); In loco; USD 38.000 - 60.000; Tempo pieno

Descrizione del lavoro

Peak Retirement Planning, Inc. in Columbus, Ohio is seeking a detail-oriented tax assistant with an interest in obtaining the CPA licensure. You will assist with the preparation of tax returns and organize client tax documents.

You will perform basic tax research, verify IRS compliance, and support our in-house CPA on various tasks, helping deliver accurate, timely tax services for clients. No prior experience required; we value grit and a team-first attitude, with a path to grow into more

Competenze

• 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

Conoscenze

A+ Player

Foxhole Team Member

Rocketship Mentality

Descrizione del lavoro

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