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
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