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:
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
CPA • Columbus, OH, US
Allied Mineral Products is a leading manufacturer of monolithic refractories worldwide, headquartered in Columbus, Ohio.We are currently seeking a Business Analyst, SAP MM/PP.This position plays a ... Mostrar más
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl... Mostrar más
Accounts Payable / Accounts Receivable (AP/AR) Specialist.We are seeking a detail-oriented and dependable AP/AR Specialist to support daily accounting operations.This role is responsible for managi... Mostrar más
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG.Looking ahead, we anticipate cont... Mostrar más
Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Mostrar más
Public Tax Senior Manager, CPA.To apply now, email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.An experienced tax professional with at least 7 years in public accounting, consulting, or in... Mostrar más
Columbus Distributing Company seeks a strategic CFO to lead all finance and accounting across its multi-entity organization in Columbus, Ohio.The role partners with the President, Board, lenders, a... Mostrar más
SaaS Consulting Client Partner, Manufacturing, CPG and Software** **Location, Remote/US Nationwide/Travel** Oracle's mission is to help people see data in new ways, discover insights, and unlock ... Mostrar más
CoverMyMeds' Controllership team is seeking an Accounting & Controls Manager to support financial reporting accuracy, U.GAAP compliance, and a strong internal control environment in a growing, dyna... Mostrar más
Senior Consultant, Capital Projects.Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives.From strategy to execution, th... Mostrar más
Zurich is currently seeking an Executive Underwriter or AVP, Underwriting Director – Construction Casualty to join our Midwest Team in one of the following locations: Ohio, Indiana or Michigan.Whil... Mostrar más
Investment Director — Strategic Capital.As a member of Nationwide's Ventures team, you will help grow our portfolio of early‑to‑late stage companies shaping the future of insurance and financial se... Mostrar más
Job Title: Associate Clinical Sales Consultant, Specialty Nutrition Systems - Ohio (Columbus, Cleveland).Job Country: United States (US).Here at Avanos Medical, we passionately believe in three thi... Mostrar más
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Mostrar más
A healthcare-focused private equity firm in Columbus is seeking a hands-on CFO who will lead the financial function and play a critical role in scaling the business.The ideal candidate will have ex... Mostrar más
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl... Mostrar más
Siemens Healthineers is seeking a Head of Operations for LCIP to lead the global operational architecture, strategy, and governance of Legal, Compliance, and IP services.The role spans strategy, so... Mostrar más
Nationwide Mutual Insurance Company’s Ventures team seeks an Investment Director — Strategic Capital to grow our portfolio of insurance and financial services companies.You will evaluate, source, a... Mostrar más
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Mostrar más
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG.Looking ahead, we anticipate cont... Mostrar más
