Skip to main content
Tallo logoTallo logo

Find Jobs

Find Jobs Near You – Available Work in Your Location

Skip to job details
Apply for this opportunity

To apply for this job, you'll continue to an external website or email application.

Peak Retirement Planning, Inc.

Tax Preparer

Career Insights for Tax Preparer

See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.

Scorecard

Based on Ohio data

Review key factors to help you decide if this role fits your goals. How is this calculated?

Were these scores useful?

What they do

A Tax Preparer prepares tax returns for individuals or small businesses, with certification as required by the Internal Revenue Service. Provides knowledge and experience with tax law, accounting and software.

$30,578 / year median in Ohio

+12% projected growth

Explore Career

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). Prepare individual and business tax returns accurately and on time Provide tax planning and strategy support alongside financial advisors Familiarity with tax prep software (we use Drake) Help clients understand their tax liabilities and filing obligations Ensure compliance with all federal and state tax regulations Maintain up-to-date knowledge of tax laws and communicate relevant updates Work with external accountants or legal professionals as needed Contribute to developing internal tax systems and improving efficiency Support clients during audits or tax-related inquiries