Tax Preparer

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Growth opportunities

Supportive team environment

Professional development

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, seeks a dedicated tax professional to join our rapidly growing team. In this role, you will prepare individual and business tax returns accurately and on time while providing vital tax planning services to our clients.

The ideal candidate will possess a strong understanding of tax regulations, a talent for client communication, and the ability to work both independently and collaboratively. We value those looking to grow with us long-term in this fulfilling position.

Qualifications

• Strong understanding of federal and state tax regulations.
• Ability to work independently and as part of a team.
• Commitment to meeting deadlines and producing high-quality work.

Responsibilities

• Prepare individual and business tax returns accurately and on time.
• Provide tax planning and strategy support alongside financial advisors.
• Help clients understand their tax liabilities and filing obligations.

Skills

Tax preparation

Client service

Tax planning

Knowledge of tax laws

Attention to detail

Education

Relevant degree or certification in accounting or finance

Tools

Drake tax software

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).

Responsibilities

• 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