Tax Pro (EA/CPA) for Fast-Growth Advisory Team

Peak Retirement Planning, Inc.; Columbus (OH); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Peak Retirement Planning, Inc. in Columbus, OH is seeking a tax professional to help clients navigate state and federal tax codes, prepare individual and business returns, and provide planning guidance alongside our financial advisors.

Based in Columbus, Ohio, this role supports a fast-growing team that values accountability, excellence, and a client-first approach. You will collaborate with financial advisors to deliver accurate tax planning and ensure timely filings for individuals and

Formación

• 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.

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.

Descripción del empleo

Peak Retirement Planning, Inc. in Columbus, OH is seeking a tax professional to help clients navigate state and federal tax codes, prepare individual and business returns, and provide planning guidance alongside our financial advisors.

Based in Columbus, Ohio, this role supports a fast-growing team that values accountability, excellence, and a client-first approach. You will collaborate with financial advisors to deliver accurate tax planning and ensure timely filings for individuals and