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Advisory Associate Jobs in Oregon (NOW HIRING)

Bakertilly

OR

$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

DuPont

OR

$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 ...

Embark

OR

$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 ...

KBF ADVISORY LLC

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 ...

Baker Tilly

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 ...

Bakertilly

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 ...

Bakertilly

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 ...

Bakertilly

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 ...

Aprio

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 ...

Aprio

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 ...

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Showing results 1-20

All JobsAdvisory Associate JobsAdvisory Associate Jobs in Oregon

Advisory Associate information

See Oregon salary details

$40.7K

$77K

$154.4K

How much do advisory associate jobs pay per year?

As of Jul 3, 2026, the average yearly pay for advisory associate in Oregon is $77,019.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,700.00 and $75,600.00 per year, depending on experience, location, and employer.

What are Advisory Associates?

Advisory Associates are entry- or mid-level professionals who work in consulting or advisory divisions of firms, such as accounting or consulting companies. They assist senior consultants and managers in analyzing business problems, developing recommendations, and implementing solutions for clients. Their work often includes conducting research, preparing reports, analyzing data, and supporting client meetings. Advisory Associates play a crucial role in helping organizations improve processes, manage risks, and achieve strategic goals.

What are the key skills and qualifications needed to thrive as an Advisory Associate, and why are they important?

To thrive as an Advisory Associate, you typically need a bachelor’s degree in business, finance, accounting, or a related field, along with strong analytical and problem-solving skills. Familiarity with data analysis tools like Excel, Power BI, and ERP systems, as well as certifications such as CPA or CFA, can be highly valuable. Excellent communication, teamwork, and client management skills set standout professionals apart in this collaborative and client-facing environment. These competencies are crucial for delivering insightful recommendations, managing multiple projects, and building lasting client relationships.

What are some common challenges Advisory Associates face when managing multiple client projects simultaneously?

Advisory Associates often juggle several client projects at once, which can present challenges in time management, prioritization, and maintaining high-quality work across diverse industries. Balancing competing deadlines and adapting to shifting client needs requires strong organizational skills and proactive communication. Many firms support associates with mentorship, regular check-ins, and clear project management tools to help navigate these demands, while encouraging continuous learning to handle complex client issues effectively.

What is the difference between Advisory Associate vs Financial Analyst?

AspectAdvisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, often CFA or related certifications
Work EnvironmentClient-facing, consulting, financial advisory firmsCorporate finance, investment banks, or asset management
Employer & Industry UsageFinancial advisory, wealth management, consultingFinance, banking, investment firms
Common Search & ComparisonYesYes

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.

What are popular job titles related to Advisory Associate jobs in Oregon? For Advisory Associate jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Advisory Associate jobs in Oregon look for? The top searched job categories for Advisory Associate jobs in Oregon are:
Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in Oregon as of June 2026, with employment types broken down into 80% Full Time, 9% Part Time, 6% Temporary, and 5% Contract. Highlights an 80% Physical, 7% Hybrid, and 13% Remote job distribution, with an average salary of $77,019 per year, or $37 per hour.
Client Accounting & Advisory Services (CAAS) Associate

Client Accounting & Advisory Services (CAAS) Associate

Isler CPA

Eugene, OR • On-site

Other

Posted 18 days ago

Job description

Client Accounting and Advisory Services (CAAS) Associate
  • **Location:** Isler CPA, Eugene, Oregon
  • **Job Type:** Full-time
  • **Department:** Client Accounting & Advisory Services (CAAS)
  • **Reports To:** Director of CAAS
Position Summary

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
Required Qualifications
  • 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
Preferred Qualifications
  • 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
What We Offer
  • 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

Apply