Enrolled Agent Job at Peak Retirement Planning, Inc., Columbus, OH

VmJxaFNqMjRnL2p3MlBwWUZjajFybVAvdFE9PQ==
  • Peak Retirement Planning, Inc.
  • Columbus, OH

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:
  • Experience filing both personal and business tax returns
  • Solid understanding of current federal and state tax regulations
  • Prepare tax returns for individuals and businesses accurately and promptly
  • Partner with advisors to support tax planning and strategy
  • Explain tax filing requirements and outcomes to clients
  • Monitor compliance with tax codes and regulatory updates
  • Stay current on changes to tax laws and advise accordingly
  • Work with outside accounting or legal partners as needed
  • Assist in refining internal tax workflows and improving efficiency
  • Support audit responses and tax-related inquiries from clients

Job Tags

Similar Jobs

Winland Foods

Finance Intern Job at Winland Foods

 ...InternJob Description:Schedule: (Hybrid) Monday and Friday are remote, while Tuesday-Thursday are in officeWork Location: 2015...  ...payment to support expensesDuration: May to August 2027 - Summer InternshipJob Summary:Based out of our Oak Brook, IL office, this role will... 

Johns Hopkins Medicine

SUPPLY CHAIN COORDINATOR I Job at Johns Hopkins Medicine

 ...Refer a friend to Johns Hopkins, opportunity to earn $$$ Supply Chain Coordinator I Rotating Shift- 40 hours No call /WE...  ...our mission of serving the community, and engage in equitable healthcare delivery and workforce practices. Johns Hopkins Health System... 

Monmouth University

Adjunct, Educational Counseling and Leadership Job at Monmouth University

 ...Compensation $ Hours Per Week 25 Number Of Positions 1 Job Description Adjunct, Educational Counseling and Leadership Job Category: Adjunct Requisition Number: ADJUN001304 Posted: February 20, 2026 Part Time On-site Rate: Monmouth University... 

Baxter

Sr. Manufacturing Engineer Job at Baxter

 ...Join Us At BaxterAt Baxter, we are deeply connected by our mission. No matter your role at Baxter, your work makes a positive impact on people around the world. You'll feel a sense of purpose throughout the organization, as we know our work improves outcomes for millions... 

Amtrak

Police Officer - Portland, Oregon Job at Amtrak

 ...Your success is a train ride away! As we move Americas workforce toward the future, Amtrak connects businesses and communities across the country. We employ more than 20,000 diverse, energetic professionals in a variety of career fields throughout the United States....