As a Tax Credits and Incentives Advisory Staff you will: * Serve clients on federal credits and incentives engagements including R&D tax credit/deduction analyses, employee retention credits, and ...
As a Tax Credits and Incentives Advisory Staff you will: * Serve clients on federal credits and incentives engagements including R&D tax credit/deduction analyses, employee retention credits, and ...
Principal Risk Associate - Enterprise Services Data Management & Advisory (ES DMA) Corporate Identity & Division Overview Capital One is one of the fastest growing organizations in the world today.
Principal Risk Associate - Enterprise Services Data Management & Advisory (ES DMA) Corporate Identity & Division Overview Capital One is one of the fastest growing organizations in the world today.
Principal Risk Associate - Enterprise Services Data Management & Advisory (ES DMA) Corporate Identity & Division Overview Capital One is one of the fastest growing organizations in the world today.
Principal Risk Associate - Enterprise Services Data Management & Advisory (ES DMA) Corporate Identity & Division Overview Capital One is one of the fastest growing organizations in the world today.
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Norfolk, VA · On-site
Library Associate I The City of Norfolk's Department of Libraries is currently seeking a Library ... Provides customer service to patrons, technological assistance and performs readers' advisory. Is ...
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Library Associate I
Norfolk, VA · On-site
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Associate - Investment Banking Arlington, VA About B. Riley FBR, Inc. B. Riley FBR, Inc. is a ... advisory services. The firm is nationally recognized for its highly ranked proprietary equity ...
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Client Service Associate
Norfolk, VA · On-site
$14 - $19.25/hr
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Client Service Associate
Norfolk, VA · On-site
$14 - $19.25/hr
Client Service Associate The Client Service Associate role focuses on supporting clients and ... Attend meetings to take notes and send a summary to both the client and the advisory team.
Strategy and Management Consulting, Government Services Associate or Senior Associate
Arlington, VA · On-site
We provide strategy consulting and M&A advisory services to corporate clients and financial ... We are seeking an Associate or Senior Associate with a strong understanding of the US government ...
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Director Compliance Advisory - Personal Loans Corporate Compliance is seeking a Director to join ... Additionally, the associate will leverage strong leadership and influence skills to engage other ...
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Director Compliance Advisory - Personal Loans Corporate Compliance is seeking a Director to join ... Additionally, the associate will leverage strong leadership and influence skills to engage other ...
Director Compliance Advisory - Personal Loans Corporate Compliance is seeking a Director to join ... Additionally, the associate will leverage strong leadership and influence skills to engage other ...
Director Compliance Advisory - Personal Loans Corporate Compliance is seeking a Director to join ... Additionally, the associate will leverage strong leadership and influence skills to engage other ...
Director Compliance Advisory - Personal Loans Corporate Compliance is seeking a Director to join ... Additionally, the associate will leverage strong leadership and influence skills to engage other ...
Senior Associate - Finance Data and Technology Risk Advisor Capital One is seeking a motivated ... Provide risk advisory services to the Finance Divisional Data Risk Officer, and various data and ...
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Client Service Associate
Norfolk, VA · On-site
$14 - $19.25/hr
The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Attend meetings to take notes and send a summary to both the client and the advisory team.
Client Service Associate
Norfolk, VA · On-site
$14 - $19.25/hr
The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Attend meetings to take notes and send a summary to both the client and the advisory team.
Client Service Associate
$14 - $19.25/hr
The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Attend meetings to take notes and send a summary to both the client and the advisory team.
Client Service Associate
$14 - $19.25/hr
The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Attend meetings to take notes and send a summary to both the client and the advisory team.
Tax Senior, Transaction Advisory Services (M&A)
$82K - $102K/yr
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Tax Senior, Transaction Advisory Services (M&A)
$82K - $102K/yr
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Our Associates play an integral role in evolving and enhancing our client relationships and are ... Lead day-to-day project management and oversee execution on a range of advisory and financing ...
Our Associates play an integral role in evolving and enhancing our client relationships and are ... Lead day-to-day project management and oversee execution on a range of advisory and financing ...
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Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...
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Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...
Advisory Associate information
See Virginia salary details
$38.2K - $47.9K
17% of jobs
$52.3K is the 25th percentile. Wages below this are outliers.
$47.9K - $57.5K
18% of jobs
The median wage is $61.8K / yr.
$57.5K - $67.2K
35% of jobs
$70.6K is the 75th percentile. Wages above this are outliers.
$67.2K - $76.9K
16% of jobs
$76.9K - $86.6K
0% of jobs
$86.6K - $96.3K
0% of jobs
$96.3K - $106K
2% of jobs
$106K - $115.7K
3% of jobs
$115.7K - $125.4K
3% of jobs
$125.4K - $135.1K
3% of jobs
$135.1K - $144.7K
3% of jobs
$38.2K
$72.2K
$144.7K
How much do advisory associate jobs pay per year?
What is an advisory associate?
What skills and qualifications are needed to thrive as an advisory associate?
What are 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.

$66K - $76K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 17 days ago
Cherry Bekaert rating
8.7
Based on 6 frontline employees who took The Breakroom Quiz
4th of 22 rated bookkeepers and accountants
Job description
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us.
Cherry Bekaert's Tax Credits and Incentives Advisory (TCIA) team is growing!
As a Tax Credits and Incentives Advisory Staff you will:
Serve clients on federal credits and incentives engagements including R&D tax credit/deduction analyses, employee retention credits, and other federal credit incentive service offerings
Develop your technical skills in a given industry/service offering to solve complex issues
Interview technical personnel and reviewing memoranda to support the credits and incentive opportunities
Manage the review and organization of sources of client data for credit and incentives analysis
Support engagement teams by identifying current project status and next steps for the engagement
Serve as the lead point-of-contact for client personnel with both tax and technical backgrounds
Lead the assembly of the final client deliverables
Support the evaluation of complex scenarios involving various credits and incentives opportunities
What you bring to the role:
Master's degree (preferred) in accounting or Bachelor's with 150 hours
Cumulative GPA of 3.0/4.0 or above preferred
Interest in R&D tax incentives, federal and state incentives, and employee retention credits
Interest in depreciation and capitalization; fixed asset review; cost segregation; software development costs is desired
Ability to participate in all aspects of engagement strategic planning initiatives and have strong project management and organizational skills.
Ability to travel to client sites as needed
What you can expect from us:
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
The opportunity to innovate and do work that motivates and engages you
A collaborative environment focused on enabling you to further your career growth and continuous professional development
Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
Flexibility to do impactful work and the time to enjoy your life outside of work
Opportunities to connect and learn from professionals from different backgrounds and with different cultures
Benefits Information:
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
$66,000 to $76,000About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us athttps://careers.cbh.com/ and follow us onLinkedIn,Instagram, Twitterand Facebook.
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