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Advisory Services Associate Jobs in Portland, OR

KBF ADVISORY LLC

Senior Associate, Audit

Lake Oswego, OR · On-site

$90K - $124K/yr

KBF is currently seeking a Senior Associate to join our Audit & Advisory Services team. The KBF Audit & Advisory team provides professionals with the opportunity to work on a variety of projects ...

KBF ADVISORY LLC

Manager, Emerging Growth

Lake Oswego, OR · On-site

$125K - $165K/yr

Provide proactive tax planning and advisory services to venture-backed and high-growth companies ... Mentor and develop associates and senior staff, supporting team growth and engagement * Assist with ...

Bakertilly

Tax Senior Associate

Portland, OR

$86K - $107K/yr

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services ... If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great ...

TRC Talent Solutions

Service Associate

Vancouver, WA

$60K - $68K/yr

... advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

... advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

... advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the ...

Cerity Partners

Client Service Associate

Portland, OR · On-site

$70K - $85K/yr

Client Service Associate The Client Service Associate role focuses on supporting clients and ... Ongoing maintenance and quality control of CRM. * Organize advisory team meetings and events.

Ceritypartners

Client Service Associate

Portland, OR · On-site

$70K - $85K/yr

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.

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Advisory Services Associate information

See Portland, OR salary details

$40.8K

$77.3K

$154.8K

How much do advisory services associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for advisory services associate in Portland, OR is $77,253.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,900.00 and $75,800.00 per year, depending on experience, location, and employer.

What is an advisory services associate?

Advisory Services Associates are entry-level professionals who support firms and their clients by providing analysis, research, and recommendations on financial, business, or operational matters. They typically work with more senior advisors to help organizations identify risks, improve processes, and make strategic decisions. Their role involves gathering data, preparing reports, and participating in client meetings, often within consulting, accounting, or financial services firms.

What are the key skills and qualifications needed to thrive as an advisory services associate?

To thrive as an Advisory Services Associate, you need strong analytical skills, business acumen, and typically a bachelor’s degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Excel, and industry-specific software such as SAP or Oracle is often required. Exceptional communication, problem-solving, and teamwork abilities help distinguish top performers in this client-facing role. These skills enable associates to deliver valuable insights, manage client relationships, and support successful project outcomes.

What are some common challenges faced by advisory services associates when managing multiple client projects simultaneously?

Advisory Services Associates often juggle several client projects at once, which requires strong organizational and time management skills. Balancing competing deadlines, adapting to shifting client needs, and ensuring accuracy in deliverables can be challenging. Effective communication and proactive prioritization are key to maintaining high-quality service and building trust with both clients and internal teams. Support from managers and collaboration with colleagues can help associates navigate these challenges and continue developing their expertise.
Advisory Services Associate jobs near you

Senior Associate, Advisory Services

KBF ADVISORY LLC

Lake Oswego, OR • On-site

$105K - $125K/yr

Full-time

Medical, Dental, Retirement

Re-posted 2 days ago

Job description

KBF is built differently. 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 Associate to join our Advisory Services team.

The KBF Advisory team provides professionals with the opportunity to work on a variety of projects throughout the year to help build invaluable skills and experience. The group’s collaborative, fast-paced, and dynamic environment offers professionals the opportunity to work with both high-caliber team members and top-tier clients while maintaining a small-firm atmosphere.

Responsibilities

  • Research and analyze complex GAAP technical issues (e.g., revenue recognition, business combinations, lease accounting, debt/equity classification, stock-based compensation) and draft position papers/technical memos
  • Assist clients with SEC reporting requirements, including 10-K/10-Q preparation, and S-1/registration statement support
  • Support clients through IPO readiness, technical accounting due diligence, and purchase accounting for M&A transactions
  • Communicate with clients to develop and maintain strong client relationships and ensure the efficient information flow from the client to the advisory team
  • Proactively manage project deadlines to ensure delivery of work products based on client expectations and deadlines while ensuring overall quality standards
  • Coach and review the work of Associates/Interns, providing technical feedback on research and memo drafting
  • Collaborate with Partners and Managers on engagement status, technical conclusions, and client communications
  • Stay up to date with current accounting principles and industry-specific knowledge


Qualifications & Requirements

  • Must have Bachelor’s degree from an accredited college/university
  • Must have completed the necessary academic credit hours to sit for the CPA exam
  • Minimum of 2 years of in an Associate level position in public accounting and have reached the title of Senior Associate (or equivalent experience)
  • Strong technical knowledge of U.S. GAAP with experience researching and documenting complex accounting issues
  • Strong financial reporting and SEC reporting skills
  • Demonstrated supervisory experience and proven ability to oversee engagements to meet client deadlines
  • Individuals must be eligible to work in the U.S.

Lake Oswego, OR | Remote, USA



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 $105,000 to $125,000.


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.