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
Skills Required
- No experience preferred
- Interest in obtaining the CPA licensure
- Assist with preparation of tax returns
- Perform basic tax research and verify compliance with IRS regulations
- Assist in-house CPA on miscellaneous tasks
- Organize and review client tax documents
- Assist with client communications and respond to information requests
- A+ Player: elite, extremely hard worker, self-driven
- Foxhole Team Member: service-oriented, team-first mentality
- Rocketship Mentality: growth mindset and long-term commitment
