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Job Description
Tax Associate / Tax Planning Associate Centennial Advisors Austin, TX Job Details Full-time $60,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Professional development assistance Qualifications Investment Teamwork Professional ethics Research Financial analysis Bachelor's degree Attention to detail Full Job Description Tax Associate /
Tax Planning Associate Location:
Austin, TX Company:
Centennial Advisors At Centennial Advisors, we help everyday families make retirement simple, secure, and stress-free. As we continue to grow across Central Texas, we're looking for a driven, detail-oriented, and analytical recent college graduate to join our Austin office as a Tax Associate. This is an ideal opportunity for someone who loves accounting, tax strategy, and solving complex financial puzzles. You'll work directly with our tax and financial planning teams to prepare tax returns, identify tax-saving opportunities, and help clients keep more of what they've worked so hard to earn. This is not a traditional public accounting role. You'll gain exposure to both tax preparation and proactive tax planning while working alongside advisors, CFP® professionals, and retirement planners to deliver comprehensive financial guidance. If you're detail-obsessed, love numbers, and want to build a long-term career in tax planning and wealth management, we want to meet you. What You'll Do You will work directly with our tax and planning teams to support clients through tax preparation, tax planning, and retirement-focused financial strategies.
Responsibilities Include:
Prepare individual federal and state income tax returns Gather and organize tax documents from clients Review tax returns for accuracy and completeness Assist in identifying tax-saving opportunities for clients Support Roth conversion analysis and tax projection planning Prepare tax planning reports and recommendations Research tax laws and IRS guidance Assist with retirement income tax planning strategies Help analyze the tax impact of investment, retirement, and estate planning decisions Communicate with clients regarding missing information and tax documentation Maintain detailed client records and workpapers Support year-end tax planning initiatives Collaborate with Wealth Advisors, CFP® professionals, and Client Care teams Participate in ongoing training and professional development Who We're Looking For This role is ideal for a recent graduate who enjoys accounting, taxation, and helping families make smart financial decisions.
Qualifications:
Bachelor's degree in Accounting, Finance, Taxation, or related field Strong academic performance Exceptional attention to detail Strong analytical and problem-solving skills Highly organized and process-oriented Excellent written and verbal communication skills Coachable, positive, and eager to learn Strong proficiency with Microsoft Excel Ability to manage multiple deadlines and priorities High level of integrity and professionalism What Success Looks Like Within your first year, you will: Become proficient in preparing individual tax returns Assist with tax planning strategies for hundreds of client families Develop expertise in retirement-related tax planning Consistently deliver accurate and timely work Become a trusted resource for tax-related questions Identify planning opportunities that help clients reduce lifetime tax liability What Makes Centennial Different At Centennial Advisors, culture isn't just something we talk about—it's how we hire, how we serve our clients, and how we work together every day. We're building a team of professionals who take pride in doing exceptional work and genuinely care about making a difference in the lives of the families we serve. Client First Every tax return, every calculation, and every recommendation has a direct impact on a client's financial future. We believe in always doing what's right, acting with integrity, and putting our clients' best interests first. We anticipate needs, communicate proactively, and understand that the smallest details often make the biggest difference. Bleed Excellence We believe excellence lives in the details. We're looking for someone who naturally notices what others miss, enjoys solving complex problems, and takes pride in producing work that is accurate, thorough, and dependable. We don't settle for "good enough." We continuously learn, improve, and look for better, faster, and simpler ways to serve our clients. If you're the type of person who double-checks your work because you genuinely care about getting it right, you'll thrive here. The Family You Choose We believe great work happens when great people support one another. Our team celebrates wins together, offers honest feedback, shares knowledge freely, and steps in to help when someone needs it. We work hard, hold each other accountable, and genuinely enjoy building something bigger than ourselves. Our Mission Making Retirement Simple, Secure, and Stress-Free. Compensation & Benefits Competitive entry-level salary Performance-based bonus opportunities CPA and EA exam support Professional development assistance Health benefits Paid time off Growth opportunities within the firm Collaborative and team-oriented culture
Pay:
$60,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Vision insurance
