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Client Reporting Associate Jobs in Leesburg, VA (NOW HIRING)

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Prepare & facilitate reports for client review meetings and quarterly client reports * Collaborate ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected ... Prepare & facilitate reports for client review meetings and quarterly client reports * Collaborate ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Prepare & facilitate reports for client review meetings and quarterly client reports * Collaborate ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Prepare & facilitate reports for client review meetings and quarterly client reports * Collaborate ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Rockville, MD · On-site

$55K - $65K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

Waverly Advisors LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

Client Service Associate Frederick, MD Waverly Advisors' primary goal is to serve our clients, one ... Review all quarterly reports and invoices, and schedules clients' quarterly reviews with advisors.

Waverly Advisors, LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Review all quarterly reports and invoices, and schedules clients' quarterly reviews with advisors.

Waverly Advisors, LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Review all quarterly reports and invoices, and schedules clients' quarterly reviews with advisors.

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Leesburg, VA

Client Reporting Associate information

See Leesburg, VA salary details

$11.1K

$69.2K

$141.6K

How much do client reporting associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client reporting associate in Leesburg, VA is $69,234.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $88,500.00 per year, depending on experience, location, and employer.

What does a client reporting associate do?

A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.

What are some common challenges faced by client reporting associates, and how are they typically addressed in the workplace?

Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.

What are the key skills and qualifications needed to thrive as a client reporting associate, and why are they important?

To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.

What is the difference between Client Reporting Associate vs Client Service Associate?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus on client interaction and support

The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

What are popular job titles related to Client Reporting Associate jobs in Leesburg, VA? For Client Reporting Associate jobs in Leesburg, VA, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Leesburg, VA look for? The top searched job categories for Client Reporting Associate jobs in Leesburg, VA are:
What cities near Leesburg, VA are hiring for Client Reporting Associate jobs? Cities near Leesburg, VA with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Leesburg, VA as of June 2026, with employment types broken down into 1% As Needed, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $69,234 per year, or $33.3 per hour.

Senior Accounting Associate - Client Accounting & Advisory Services

Aprio

Rockville, MD • On-site, Remote

$73K - $117K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 20 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team.
Position Responsibilities:
  • Serve as a key member of the Client Accounting & Advisory Services team, providing accounting, financial reporting, and advisory support to clients across the professional services sector, including real estate, healthcare, legal, and renewable energy organizations.
  • Prepare, review, and analyze monthly, quarterly, and annual financial statements, ensuring accuracy, completeness, and timely delivery to clients.
  • Manage month-end and year-end close processes, including account reconciliations, journal entries, variance analysis, and financial reporting.
  • Act as a primary day-to-day contact for assigned clients, fostering strong relationships through proactive communication and exceptional client service.
  • Collaborate closely with U.S.-based and offshore team members to coordinate workflows, manage priorities, and ensure high-quality deliverables.
  • Review work prepared by associates and offshore accounting professionals, providing constructive feedback, coaching, and technical guidance.
  • Support client onboarding, accounting clean-up projects, process improvements, and implementation of best practices.
  • Utilize and optimize accounting technology platforms including QuickBooks Online, Xero, Bill.com, Ramp, payroll systems, and other cloud-based applications.
  • Assist clients with financial analysis, KPI reporting, budgeting support, cash flow monitoring, and business performance insights.
  • Identify opportunities to streamline accounting processes, improve efficiencies, and enhance the client experience through technology and automation.
  • Prepare supporting schedules and documentation for audits, tax engagements, and other client reporting requirements.
  • Maintain organized workpapers and ensure compliance with firm standards, accounting principles, and internal quality expectations.
  • Participate in team training, knowledge sharing, and continuous improvement initiatives.
Preferred Attributes:
  • Bachelor's degree in Accounting, Finance, or a related field.
  • 3-5 years of accounting experience within public accounting, client accounting services, outsourced accounting, or a combination of public and industry experience.
  • Prior public accounting experience strongly preferred.
  • Demonstrated experience preparing and reviewing financial statements for multiple clients or entities.
  • Advanced proficiency with QuickBooks Online and Xero required.
  • Experience with Bill.com, Ramp, and payroll systems strongly preferred.
  • Experience with NetSuite and/or Sage Intacct is a plus.
  • Strong understanding of month-end close, account reconciliations, financial statement preparation, and financial analysis.
  • Proven ability to manage competing priorities and consistently meet deadlines in a fast-paced environment.
  • Excellent verbal and written communication skills with the confidence to work directly with clients.
  • Experience collaborating with offshore teams and leveraging distributed resources is highly preferred.
  • Strong attention to detail, organizational skills, and commitment to accuracy.
  • Positive, team-oriented attitude with a willingness to support colleagues and contribute to a collaborative culture.
  • Ability to identify issues, think critically, and develop practical solutions for clients.
  • Demonstrated commitment to continuous learning, process improvement, and technology adoption.
  • Industry experience in professional services, including real estate, healthcare, legal, renewable energy, or related sectors is a plus.
$73,000 - $117,500 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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