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Private Client Associate Jobs in Idaho (NOW HIRING)

Assurance Senior/Supervisor

Ketchum, ID ยท On-site

$76K - $110K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... associates and interns to foster efficiency and team growth Review workpapers prepared by ...

Assurance Senior/Supervisor

Twin Falls, ID ยท On-site

$76K - $110K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... associates and interns to foster efficiency and team growth Review workpapers prepared by ...

Assurance Senior/Supervisor

Coeur D Alene, ID ยท On-site

$76K - $110K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... associates and interns to foster efficiency and team growth Review workpapers prepared by ...

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... associates and interns to foster efficiency and team growth Review workpapers prepared by ...

Assurance Senior/Supervisor

Meridian, ID ยท On-site

$76K - $110K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... associates and interns to foster efficiency and team growth Review workpapers prepared by ...

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

Tax Senior Manager

Meridian, ID ยท On-site

$135 - $180/hr

... and private client services.At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

Tax Senior - Private Wealth

Boise, ID

$77K - $96K/yr

... assist in client meetings on compliance and consulting projects related to tax planning ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

Showing results 21-40

Private Client Associate information

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.
Infographic showing various Private Client Associate job openings in Idaho as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Assurance Senior/Supervisor

Sorren, Inc.

Ketchum, ID โ€ข On-site

$76K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 hours ago


Job description

Our Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.

Position Summary:

Your Impact (Essential Duties):
Perform and supervise larger, more complex assurance projects, including audits, reviews, and compilations
Address complex accounting issues such as consolidations, deferred tax calculations, and going concern assessments
Apply thorough knowledge of GAAP, GAAS, and other financial reporting frameworks to audit procedures
Train, supervise, and delegate work to associates and interns to foster efficiency and team growth
Review workpapers prepared by associates/interns, provide constructive feedback, and ensure conclusions are appropriate
Customize audit strategies based on identified risks and ensure audit issues are addressed during planning and performance
Analyze financial statements and disclosures for errors or omissions
Prepare client correspondence, perform internal control walkthroughs, and handle client inquiries
Contribute to engagement budgets and monitor performance against budgets
Communicate effectively with team members and clients to address audit-related issues and project statuses
Participate in department-wide training and independent learning to maintain and expand technical knowledge
Demonstrate strong time management skills to meet deadlines and prioritize multiple engagements
Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Your Background:
3-5 years of experience in assurance-related work
CPA license or eligible
Bachelor's degree in accounting or a related field
Comprehensive understanding of audit standards, procedures, and financial reporting frameworks
Proficiency in audit-related software and tools
Strong leadership and interpersonal skills to supervise and mentor team members
Excellent communication skills for client and team interactions
Exceptional organizational skills and ability to manage multiple engagements effectively
High attention to detail and accuracy in financial analysis and reporting
Analytical thinking to address complex accounting and assurance challenges
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $76,000 - $110,000.

Colorado compensation range for this role is $76,000 - $110,000.

Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the jobSorren is an equal opportunity employer

Why Choose Us?

At Sorren, we're invested in your growth-both personally and professionally. We'll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we've designed our culture and benefits to reflect that.

What We Offer*:

  • Generous paid time off

  • Comprehensive medical, dental, and vision coverage, plus life and disability insurance

  • 401(k) retirement savings plan

  • Paid holidays, including a firmwide winter break (December 24 - January 1)

  • Paid parental leave (available after one year of service)

  • Mentorship and career development programs

  • CPA exam support to help you succeed on the path to licensure

  • Firm-sponsored events and spontaneous team activities

  • Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

2025 "Sorren" is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.