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Private Client Associate Jobs in Nevada (NOW HIRING)

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 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 ...

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... Supervise and coach managers, senior associates, and associates, fostering a culture of ...

Associate Veterinarian Reno, NV | Privately Owned Small Animal Hospital Associate VeterinarianAbout ... Loyal client base that values high-quality medicine * Opportunity to practice a broad range of ...

Assurance Senior/Supervisor

Reno, NV · 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 ...

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Private Client Associate information

See Nevada salary details

$30.7K

$55.1K

$100.4K

How much do private client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for private client associate in Nevada is $55,075.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,062.00 and $69,782.00 per year, depending on experience, location, and employer.

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.
What are popular job titles related to Private Client Associate jobs in Nevada? For Private Client Associate jobs in Nevada, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Nevada look for? The top searched job categories for Private Client Associate jobs in Nevada are:
What cities in Nevada are hiring for Private Client Associate jobs? Cities in Nevada with the most Private Client Associate job openings:
Infographic showing various Private Client Associate job openings in Nevada as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $55,075 per year, or $26.5 per hour.

Private Client Solutions Senior Accounting Specialist

Eide Bailly LLP

Reno, NV • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago


Eide Bailly rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

9th of 22 rated bookkeepers and accountants


Job description

Location: Reno, NV

Work Arrangement: In-office OR Hybrid

A Day in the Life

A typical day in the life as a Private Client Solutions Senior Accounting Specialist in Reno, NV might include the following:

  • Collaborates within a specialized team to deliver comprehensive accounting services for multi-generational client needs.
  • Oversees and reviews work of Associates, providing guidance and maintaining quality standards across all deliverables.
  • Serves as the primary point of contact for clients, responding promptly to inquiries and offering proactive solutions to meet evolving family office needs.
  • Manages day-to-day accounting operations for clients, functioning as an extension of their internal accounting department.
  • Collaborates with internal tax experts to deliver customized solutions to clients.
  • Leverages secure technology solutions to maintain real-time accurate accounting records.
  • Performs and review bank reconciliations.
  • Prepares and supervises month-end closings, including journal entries and detailed GL account analysis, supporting Managers/Partners during the closing process.
  • Reviews reports and filings, such as sales tax reports, year-end tax forms, and monthly/quarterly/annual financial statements.
  • Provides Manager/Partner with analysis of accounting data to support high-level advisory services for family enterprises.
  • Identifies and implements process improvements to enhance efficiency and client experience.
  • Coordinates activities to meet client deadlines.
  • Trains and mentors new team members, delegating tasks based on experience and availability while fostering professional growth.
  • Participates in business development initiatives, proactively identifying opportunities to deliver additional value to the client, reinforcing trust and continuity across generations.
  • Partners with leadership to execute client-directed special projects, delivering high-touch, personalized service that extends beyond traditional accounting for multi-generational family needs.
  • Ensures timely and accurate performance on assigned projects.
  • Maintains compliance with project budgets, turnaround times, and deadlines.

 

Who You Are

  • Bachelor’s Degree in Accounting preferred; an equivalent combination of education and experience may be substituted.
  • 3+ years of accounting or bookkeeping experience required.
  • Experience with multi-generational families or family office preferred.
  • Comprehensive knowledge of general ledger accounting principles, ensuring accuracy and integrity for complex, multi-generational family structures.
  • Strong commitment to client satisfaction and drive to deliver exceptional service in every interaction.
  • Ability to think innovatively to incorporate technology solutions and streamlined processes.
  • Ability to communicate clearly in writing and verbally.
  • Proven ability to work on multiple projects and meet deadlines by setting priorities with work projects.
  • Relationship building expertise, fostering long-term partnerships with clients and colleagues while maintaining confidentiality and sensitivity to family dynamics.
  • High proficiency in technology and accounting platforms, including Microsoft Office (Word, Excel), QuickBooks, and other specialized software.
  • Ability to lead teams and provide mentorship to support professional growth and development.
  • Agility and adaptability, with the ability to move quick and coordinate resources to meet client needs in a dynamic family office environment.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together 

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. 

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

 

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

 

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Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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About Eide Bailly

Sourced by ZipRecruiter

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Fargo, ND, US

Year founded

1917