Tax Preparer | Fast-Growth Firm with Rapid Career Upside

Peak Retirement Planning, Inc.; Columbus (OH); Presencial; USD 55.000 - 85.000; Jornada completa

Descripción de la vacante

Peak Retirement Planning, Inc. in Columbus, OH, is recognized as the #1 fastest-growing private company in Columbus by Inc. 5000 and one of the country’s top, youngest financial planning firms.

The firm grew from one member to over 60 in four years, and remains highly selective to hire only the best aligned with our intense, values-driven culture. We offer industry-leading salaries for every position, premier benefits, annual bonus opportunities, salary increases, and profit sharing.

Formación

• In-depth understanding of state and federal tax codes.
• Prepare individual and business tax returns accurately and on time.
• Provide tax planning and strategy support alongside financial advisors.
• Ensure compliance with all federal and state tax regulations.
• Familiarity with tax prep software (we use Drake).
• Have or attain the EA or CPA.

Responsabilidades

• Have in-depth understanding of state and federal tax codes.
• Prepare individual and business tax returns accurately and on time.
• Provide tax planning and strategy support alongside financial advisors.
• Ensure compliance with all federal and state tax regulations.
• Familiarity with tax prep software (we use Drake).
• Have or attain the EA or CPA.

Conocimientos

A+ Player

Foxhole Team Member

Rocketship Mentality

Herramientas

Drake Tax Software

Descripción del empleo

Peak Retirement Planning, Inc. in Columbus, OH, is recognized as the #1 fastest-growing private company in Columbus by Inc. 5000 and one of the country’s top, youngest financial planning firms.

The firm grew from one member to over 60 in four years, and remains highly selective to hire only the best aligned with our intense, values-driven culture. We offer industry-leading salaries for every position, premier benefits, annual bonus opportunities, salary increases, and profit sharing.