Accounting Intern Job at Peak Retirement Planning, Inc., Columbus, OH

a0ZKSXpEUzhEcDVuNEZlTTYxYTJtOWkv
  • 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:

  • 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 

Job Tags

Similar Jobs

Confidential

Urgent Hiring - Machine Operator , $21/HR Job at Confidential

 ...DIEGO 1ST AND 2ND SHIFT AVAILABLE Job Description As a Machine Operator, you will be responsible for setting up and operating an SMT machine. You will perform machine changeovers, make mechanical adjustments, and set up the feeder. Additionally, you will use the... 

George and Gather

Restaurant and Bar Manager Job at George and Gather

BAR MANAGER REQUIREMENTS Position: Bar Manager Department: Food & Beverage Operations Reports To: General Manager POSITION SUMMARY The Bar Manager is responsible for overseeing all bar operations, ensuring exceptional guest experiences, maintaining profitability...

Marriott

Assistant Banquet Manager Job at Marriott

 ...JOB SUMMARY Entry level management position that assists in leading the banquet staff while personally assisting in executing events based on requirements and standards. Assists in developing and directing team to provide consistent, high quality service.... 

ElevatEd

Lead Preschool Teacher Job at ElevatEd

 ...appropriate curriculum activities in accordance with our program philosophy. Incorporate activities and educate meaningfully about Jewish tradition, culture, values, and Israel. Communicate regularly with families with weekly newsletters. Create an environment... 

EAG-LED

Baseball Event Director - Columbia, MS Job at EAG-LED

 ...you have a passion for baseball and enjoy working with people? We're looking for energetic, reliable individuals to join our team as Event Staff and Tournament Directors in the Columbia area! As one of the world's largest sports sanctioning organizations, we host...