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).
Have in-depth understanding of state and federal tax codes
File timely and accurate tax returns for individuals and businesses
Collaborate with advisors to design and implement tax strategies
Educate clients on filing requirements, deductions, and liabilities
Ensure compliance with current tax legislation
Experience using tax software
Keep current on tax code updates and clearly communicate changes
Commitment to a long-term role and ownership of tax-related processes
Coordinate with outside CPAs or attorneys when necessary
Help enhance internal tax workflows and documentation
Provide support to clients during IRS audits or tax reviews
...capabilities that span nearly all segments of the global capital markets. Our investment solutions tailored to the unique return and... ...experience within the investment management industry including direct responsibility for developing and executing effective marketing...
Secure Pros seeks experienced Special Event Security Officers to join their team for upcoming events. The ideal candidate will ensure the safety and security of guests, staff, and property. This role requires excellent observational skills, a proactive approach, and the...
...years doing business throughout the San Francisco Bay Area, L.A. Stevens & Associates, Inc. is a well-established professional Land Surveying firm seeking a Land Survey Technician with the ability to obtain L.S.I.T. designation within 6 months of being hired. California...
...As part of our rapidly growing team, your contributions will directly impact our success. Your work matters here. Were looking for... ...career choice. Position Summary: The Performance Marketing Specialist will continuously optimize our paid media program across...
...Kickstart Your Career in Collections with MEI Group Position: Inventory Admin On-Site | Arlington, TX Full-Time | MondayFriday Are you driven, detail-oriented, and ready to thrive in a fast-paced environment? If you're someone who loves connecting with people...