Accountant

Peak Retirement Planning, Inc. • Columbus, OH

26d • $45,000 - $100,000

About The Position

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.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• Strong understanding of GAAP and financial reporting standards
• Experience with payroll, bank reconciliations, and general ledger management
• Proficiency with accounting software (QuickBooks, Xero, or similar)

Nice To Haves

• CPA preferred but not required

Responsibilities

• Maintain accurate financial records, including journal entries, reconciliations, and ledgers
• Manage accounts payable, accounts receivable, and general ledger activities
• Prepare monthly, quarterly, and annual financial reports
• Monitor and manage payroll processing and related tax filings
• Support the budgeting and forecasting process with accurate data and insights
• Ensure compliance with tax and regulatory requirements
• Coordinate with external accountants during audits or year-end tax filings
• Identify and implement improvements to accounting workflows and internal controls
• Provide financial reporting support to leadership and department heads

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level