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Advisory Associate Jobs in Oregon (NOW HIRING)

Tax Senior Associate

Medford, OR

$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

$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 ...

OR · On-site

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... Pricing Senior Associate to join our growing Transfer Pricing practice! Our Transfer Pricing ...

OR · On-site

$58K - $77K/yr

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... If yes, consider joining Baker Tilly (BT) as an Associate in the T ax Advocacy and Controversy ...

Tax Senior Associate, Private Wealth

Portland, OR · On-site

$86K - $107K/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 Private Wealth Tax Senior Associate for NorCal! This ...

OR · On-site

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... associates meet their professional goals * Enjoy friendships, social activities and team outings ...

Associate Director, Talent Inclusion & ERG Strategy Trusted by half of Fortune 100 companies and ... Through advisory services, research, benchmarking, and events, DBP offers members a trusted, go-to ...

Associate Director, Talent Inclusion & ERG Strategy Trusted by half of Fortune 100 companies and ... Through advisory services, research, benchmarking, and events, DBP offers members a trusted, go-to ...

Associate Director, Talent Inclusion & ERG Strategy Trusted by half of Fortune 100 companies and ... Through advisory services, research, benchmarking, and events, DBP offers members a trusted, go-to ...

OR · On-site

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a ... The Senior Property Accounting Associate will handle accounting matters for various commercial ...

OR · On-site

$122K - $204K/yr

Provide fraud advisory and industry domainexpertiseto help clients assess, design, and strengthen fraud risk management programs across prevention, detection, investigation, and recovery. * Lead ...

Senior Tax Associate

Portland, OR · On-site

$75K - $85K/yr

Build strong client relationships and develop advisory skills beyond basic compliance work Key Responsibilities for the Senior Tax Associate: * Prepare and review federal and state tax returns for ...

New

Build strong client relationships and develop advisory skills beyond basic compliance work Key Responsibilities for the Senior Tax Associate: * Prepare and review federal and state tax returns for ...

New

OR · On-site

$81K - $100K/yr

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world ...

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Advisory Associate information

See Oregon salary details

$40.7K

$77K

$154.4K

How much do advisory associate jobs pay per year?

As of Jun 11, 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 does advisory do in Big 4?

In the Big 4 firms, an Advisory Associate provides consulting services to clients, helping them improve business processes, manage risks, and implement technology solutions. They analyze client needs, develop strategies, and support project execution, often using tools like data analysis and project management software.

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 job makes $10,000 a month without a degree?

An Advisory Associate typically earns less than $10,000 monthly, but some high-level financial or management consulting roles can reach or exceed this income without requiring a degree, often relying on experience, certifications, and strong client relationships. Other high-paying jobs without a degree include sales managers, real estate brokers, and certain entrepreneurial ventures, but these often depend on skills, network, and performance rather than formal education.

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 is an advisory associate?

An advisory associate is a professional who supports financial advisors or consultants by conducting research, preparing client reports, and assisting with financial planning and analysis. They often have a background in finance or related fields and may use tools like CRM systems and financial modeling software to perform their duties.

Is Associate the lowest position?

In many organizations, the title of Advisory Associate is an entry-level or early-career position within advisory or consulting teams. However, the lowest position can vary depending on the company's hierarchy, with roles like Intern or Analyst often being more junior. Advancement typically requires gaining experience, skills, and sometimes certifications such as the CFA or CPA.
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:

Senior Manager, Emerging Growth

KBF ADVISORY LLC

Lake Oswego, OR • On-site

$165K - $215K/yr

Full-time

Medical, Dental, Retirement

Posted 27 days ago


Job description

KBF is built differently. We’re one of the few regional firms built from the ground up to serve founders and venture-backed companies. By pairing an entrepreneurial mindset with deep technical experience, KBF is a trusted partner and recognized leader in tax, audit, and advisory services, providing a comprehensive range of solutions designed to support our clients’ growth and expansion.


Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.


KBF is currently seeking a Senior Manager to join our Emerging Growth team.


The KBF Emerging Growth Tax group is focused on delivering strategic tax advisory and planning services to high-growth, venture-backed, and entrepreneurial companies, helping founders navigate complex and evolving business needs. The team also provides tax compliance support as part of a holistic client service approach. The ideal candidate will bring strong technical expertise, a client-focused mindset, and experience partnering with dynamic businesses in a fast-paced environment.


Responsibilities

  • Serve as a trusted tax advisor to emerging growth companies across the full startup lifecycle—from formation and equity compensation through fundraising, R&D credits, scaling, and exit—while overseeing and reviewing related tax engagements for corporations and partnerships
  • Identify and develop cross-selling opportunities across the firm, including R&D credits, QSBS (Section 1202), and entity structuring, while collaborating with sales tax compliance and consulting teams and supporting buy-side and sell-side tax due diligence and broader M&A transaction advisory services
  • Provide proactive tax planning and advisory services to venture-backed and high-growth companies
  • Review federal and multi-state tax returns for accuracy and completeness
  • Research complex tax issues and prepare clear, concise technical memoranda
  • Serve as a primary point of contact for clients and build strong, trusted relationships
  • Collaborate with internal teams across federal, state, and international tax matters
  • Mentor and develop associates and senior staff, supporting team growth and engagement
  • Assist with tax controversy matters, including responding to notices and supporting audits

Qualifications & Requirements

  • Bachelor’s degree in Accounting or related field (Master’s preferred)
  • CPA license
  • Minimum 8-12+ years of public accounting experience in tax
  • Strong experience with corporate and/or partnership taxation, with the ability to advise clients on complex tax matters
  • Demonstrated motivation, adaptability, and strong communication skills with a high level of professionalism
  • Experience working with startups, SaaS companies, or venture-backed businesses
  • Experience/willingness to leverage AI tools and LLMs (e.g., Claude, ChatGPT, Copilot, Bloomberg AI) for tax research, memo drafting, and data analysis.
  • Proficiency in tax software including GoSystem and OIT
  • Familiarity with Equity compensation (ISOs, NSOs), Section 1202 (Qualified Small Business Stock), R&D tax credits, Multi-state tax considerations, ASC 740, Section 174 capitalization, sales tax/indirect tax, and buy-side/sell-side M&A due diligence
  • Proven ability to lead multiple engagements (and oversee teams, ensuring quality, efficiency, and deadlines are met)
  • Eligibility to work in the U.S.

Remote (U.S.) or hybrid from one of our office locations: Irvine or San Diego, CA; Lake Oswego, OR; Las Vegas, NV; or Seattle, WA

The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $165,000 to $215,000.


Why KBF?

Benefits are a vital component of overall compensation. At KBF, we also offer a unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit—within a highly entrepreneurial and collaborative culture. We are proud to provide a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs, along with a clear path for professional growth and advancement. Our benefits are designed to support your health, protect your family, and enhance your overall quality of life.