Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon * **Job Type:** Full-time * **Department:** Client Accounting & Advisory Services (CAAS) * **Reports ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon * **Job Type:** Full-time * **Department:** Client Accounting & Advisory Services (CAAS) * **Reports ...
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon * **Job Type:** Full-time * **Department:** Client Accounting & Advisory Services (CAAS) * **Reports ...
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Apply Early
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon * **Job Type:** Full-time * **Department:** Client Accounting & Advisory Services (CAAS) * **Reports ...
Apply Early
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon * **Job Type:** Full-time * **Department:** Client Accounting & Advisory Services (CAAS) * **Reports ...
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon * **Job Type:** Full-time * **Department:** Client Accounting & Advisory Services (CAAS) * **Reports ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon * **Job Type:** Full-time * **Department:** Client Accounting & Advisory Services (CAAS) * **Reports ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon * **Job Type:** Full-time * **Department:** Client Accounting & Advisory Services (CAAS) * **Reports ...
$52K - $124K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... Associate's degree or equivalent required * Minimum of 1 year of related experience required
$52K - $124K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... Associate's degree or equivalent required * Minimum of 1 year of related experience required
Senior Associate, Corporate Tax
Lake Oswego, OR · On-site
$100K - $140K/yr
... advisory leader, providing a comprehensive range of services designed to support our clients ... KBF is currently seeking a Senior Associate to join our Corporate Tax Services team. The KBF ...
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Apply Early
Senior Associate, Corporate Tax
Lake Oswego, OR · On-site
$100K - $140K/yr
... advisory leader, providing a comprehensive range of services designed to support our clients ... KBF is currently seeking a Senior Associate to join our Corporate Tax Services team. The KBF ...
Apply Early
$15 - $18/hr
Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly ... What you'll be doing as a Valuation Senior Associate: * Working as part of a small team toward ...
Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly ... What you'll be doing as a Valuation Senior Associate: * Working as part of a small team toward ...
Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly ... What you'll be doing as a Valuation Senior Associate: * Working as part of a small team toward ...
Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly ... What you'll be doing as a Valuation Senior Associate: * Working as part of a small team toward ...
Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly ... What you'll be doing as a Valuation Senior Associate: * Working as part of a small team toward ...
OR · On-site
$15 - $18/hr
Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly ... What you'll be doing as a Valuation Senior Associate: * Working as part of a small team toward ...
Senior Manager, Emerging Growth
Lake Oswego, OR · On-site
$165K - $215K/yr
The KBF Emerging Growth Tax group is focused on delivering strategic tax advisory and planning ... Mentor and develop associates and senior staff, supporting team growth and engagement * Assist with ...
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Apply Early
Senior Manager, Emerging Growth
Lake Oswego, OR · On-site
$165K - $215K/yr
The KBF Emerging Growth Tax group is focused on delivering strategic tax advisory and planning ... Mentor and develop associates and senior staff, supporting team growth and engagement * Assist with ...
Apply Early
Manager, Emerging Growth
Lake Oswego, OR · On-site
$125K - $165K/yr
The KBF Emerging Growth Tax group is focused on delivering strategic tax advisory and planning ... Mentor and develop associates and senior staff, supporting team growth and engagement * Assist with ...
Quick apply
Apply Early
Manager, Emerging Growth
Lake Oswego, OR · On-site
$125K - $165K/yr
The KBF Emerging Growth Tax group is focused on delivering strategic tax advisory and planning ... Mentor and develop associates and senior staff, supporting team growth and engagement * Assist with ...
Apply Early
Tax Senior Associate
Eugene, OR · On-site
$81K - $101K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great ...
Tax Senior Associate
Eugene, OR · On-site
$81K - $101K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great ...
Tax Senior Associate
Medford, OR · On-site
$84K - $104K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great ...
Tax Senior Associate
Medford, OR · On-site
$84K - $104K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great ...
Tax Senior Associate
Eugene, OR · On-site
$81K - $101K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great ...
Tax Senior Associate
Eugene, OR · On-site
$81K - $101K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great ...
Tax Senior Associate
Medford, OR · On-site
$84K - $104K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to ...
Tax Senior Associate
Medford, OR · On-site
$84K - $104K/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to ...
Associate Advisor / Associate Financial Planner - High-Net-Worth Clients
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$70K - $75K/yr
... advisory skills while building long-term relationships • Participate in investment management, trading, and portfolio rebalancing activities • Opportunity to contribute ideas and help shape ...
Associate Advisor / Associate Financial Planner - High-Net-Worth Clients
Bend, OR · On-site
$70K - $75K/yr
... advisory skills while building long-term relationships • Participate in investment management, trading, and portfolio rebalancing activities • Opportunity to contribute ideas and help shape ...
Associate Advisor / Associate Financial Planner - High-Net-Worth Clients
Bend, OR · On-site
$70K - $75K/yr
... advisory skills while building long-term relationships • Participate in investment management, trading, and portfolio rebalancing activities • Opportunity to contribute ideas and help shape ...
Quick apply
Apply Early
Associate Advisor / Associate Financial Planner - High-Net-Worth Clients
Bend, OR · On-site
$70K - $75K/yr
... advisory skills while building long-term relationships • Participate in investment management, trading, and portfolio rebalancing activities • Opportunity to contribute ideas and help shape ...
Apply Early
Audit Associate
Portland, OR · On-site +1
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Associate to join their ...
Audit Associate
Portland, OR · On-site +1
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Associate to join their ...
Audit Associate
Portland, OR · On-site
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Associate to join their ...
Audit Associate
Portland, OR · On-site
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Associate to join their ...
Advisory Associate information
See Oregon salary details
$40.7K - $51K
17% of jobs
$55.7K is the 25th percentile. Wages below this are outliers.
$51K - $61.4K
18% of jobs
The median wage is $65.9K / yr.
$61.4K - $71.7K
35% of jobs
$75.3K is the 75th percentile. Wages above this are outliers.
$71.7K - $82K
16% of jobs
$82K - $92.4K
0% of jobs
$92.4K - $102.7K
0% of jobs
$102.7K - $113K
2% of jobs
$113K - $123.4K
3% of jobs
$123.4K - $133.7K
3% of jobs
$133.7K - $144K
3% of jobs
$144K - $154.4K
3% of jobs
$40.7K
$77K
$154.4K
How much do advisory associate jobs pay per year?
What are Advisory Associates?
What are the key skills and qualifications needed to thrive as an Advisory Associate, and why are they important?
What are some common challenges Advisory Associates face when managing multiple client projects simultaneously?
What is the difference between Advisory Associate vs Financial Analyst?
| Aspect | Advisory Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA, CFP) | Bachelor's degree, often CFA or related certifications |
| Work Environment | Client-facing, consulting, financial advisory firms | Corporate finance, investment banks, or asset management |
| Employer & Industry Usage | Financial advisory, wealth management, consulting | Finance, banking, investment firms |
| Common Search & Comparison | Yes | Yes |
Advisory Associates typically work in client-facing roles within financial advisory or consulting firms, focusing on providing strategic advice. Financial Analysts often work in corporate finance or investment settings, analyzing data to support investment decisions. While both roles require similar credentials and industry knowledge, their work environments and client interaction levels differ.

Other
Posted 19 days ago
Job description
- **Location:** Isler CPA, Eugene, Oregon
- **Job Type:** Full-time
- **Department:** Client Accounting & Advisory Services (CAAS)
- **Reports To:** Director of CAAS
We are seeking a detail-oriented and motivated Client Accounting and Advisory Services (CAAS) Associate for Isler CPA's growing, fast-paced CAAS department. This in-office position is designed for individuals with an associate's or bachelor's degree in accounting who are looking to launch their career in a structured, professional environment. Reporting to the Director of CAAS, you will work directly with a variety of clients to support day-to-day accounting, payroll processing, and financial reporting responsibilities.
Key Responsibilities- Perform daily accounting tasks such as accounts payable, accounts receivable, general ledger entries, and bank reconciliations
- Process payroll for clients, ensuring timely and accurate filings in compliance with federal, state, and local laws
- Support month-end and year-end close processes, including journal entries and account reconciliations
- Maintain and update client records in QuickBooks Online, including transaction entry, reporting, and system organization
- Prepare financial reports and assist in the preparation of financial statements
- Communicate with clients to gather financial information, respond to inquiries, and provide high-quality support
- Assist with the onboarding and setup of new client accounts
- Ensure confidentiality and professionalism in handling all client financial data
- Identify opportunities for process improvement and increased efficiency in client workflows
- Other duties as assigned by the Director of CAAS or other CAAS senior accountants
- Associate's degree in Accounting or a closely related field
- Strong understanding of basic accounting principles and terminology
- Proficiency in QuickBooks Online (QBO) is required
- Must be able to demonstrate proficiency
- One year or more of prior experience in public or private accounting utilizing QBO
- Familiarity with payroll processes and related tax compliance
- High attention to detail, accuracy, and organizational skills
- Excellent communication and time management abilities
- Ability to work effectively in a team and independently in a fast-paced, deadline-driven environment
- Must be able to work on-site full-time; remote or hybrid options are not available
- Prior experience in accounting, payroll, and bookkeeping in a public accounting environment
- Knowledge of governmental accounting standards (e.g., GASB)
- Interest in pursuing additional credentials such as CPA or CPP
- Structured training and mentorship within a CPA firm
- Hands-on experience with a diverse client base
- Competitive compensation and benefits
- Support for continuing education and professional development
- A collaborative, supportive team environment
If you're ready to take the next step in your accounting career and thrive in a client-focused, in-office role, we invite you to apply:
- Resume and cover letter are required
- Cover letter should contain the following:
- Explanation of your familiarity with QuickBooks Online
- Description of your experience with the accounting cycle, including payroll, bank transactions, and financial statement reporting
- Example of your ability to work on multiple projects concurrently, emphasizing your process of prioritizing work
About Isler CPA
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