Tax Preparer

Peak Retirement Planning•Columbus, OH

11h•Onsite

About The Position

Peak Retirement is seeking a Tax Preparer to prepare individual and business tax returns and support tax planning alongside financial advisors. The role requires a thorough understanding of federal and state tax codes, accurate and timely return preparation, and compliance with applicable regulations. Peak uses Drake tax preparation software. The candidate must have or attain an EA or CPA credential. Peak describes itself as a fast-growing financial planning firm and emphasizes high standards, hard work, initiative, teamwork, client service, and a growth mindset. The company offers opportunities for accelerated career advancement based on results, team contribution, and adherence to its standards and values. Its career path includes Specialist (Level 1), Advanced (Level 2), and Senior (Level 3) levels, with training and opportunities to take ownership, coach others, and improve processes.

Requirements

Have an in-depth understanding of state and federal tax codes.
Have or attain an EA or CPA credential.
Be familiar with tax preparation software; Peak uses Drake.
Demonstrate initiative, hard work, grit, and a strong drive to succeed.
Be a selfless team member committed to high standards and values.

Responsibilities

Prepare individual and business tax returns accurately and on time.
Provide tax planning and strategy support alongside financial advisors.
Ensure compliance with all federal and state tax regulations.
Take ownership of assigned tasks and projects and complete them to a high standard.
Work collaboratively and provide white-glove service to clients.
At higher career levels, coach new team members, improve processes, and drive results for the department.