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Private Client Associate Jobs in Virginia (NOW HIRING)

Keiter

Tax Manager - Private Client Services

Glen Allen, VA · On-site

$108K - $141K/yr

... Private Client Services tax engagements. * Manage tax engagements for high-net-worth individuals ... Desire to coach and develop tax associates through knowledge sharing * Professional, inclusive ...

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Private Client Associate information

See Virginia salary details

$28.2K

$50.7K

$92.4K

How much do private client associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for private client associate in Virginia is $50,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,011.00 and $64,187.00 per year, depending on experience, location, and employer.

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.

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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What are popular job titles related to Private Client Associate jobs in Virginia?

For Private Client Associate jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Virginia look for?

The top searched job categories for Private Client Associate jobs in Virginia are:

What cities in Virginia are hiring for Private Client Associate jobs?

Cities in Virginia with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Virginia as of August 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 68% Physical, 3% Hybrid, and 29% Remote job distribution, with an average salary of $50,660 per year, or $24.4 per hour.

Tax Manager - Private Client Services

Keiter

Glen Allen, VA • On-site

$108K - $141K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

What You’ll Do

  • Serve as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
  • Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
  • Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.
  • Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
  • Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.
  • Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.
  • Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.
  • Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.
  • Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
  • Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.
  • Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.

What We Offer

  • A large variety of client industries, allowing for diverse daytoday tax projects
  • Opportunities to build close, trusted relationships with clients
  • An open environment that encourages new ideas and innovative methodologies
  • Ongoing professional development and continuing education programs
  • Access to multiple niche service and industry teams aligned with your interests
  • A supportive, collaborative team environment
  • A flexible work environment designed to support your professional and personal goals
  • Opportunities for community involvement and impact

What You Bring

  • Strong technical and analytical skills in private client tax services.
  • Ability to manage deadlines and meet time constraints in a fastpaced environment
  • A relationshipfocused mindset with a passion for helping clients achieve their goals
  • Desire to coach and develop tax associates through knowledge sharing
  • Professional, inclusive demeanor that contributes to a positive team culture
  • Willingness to support business development efforts
  • 5+ years of experience in public accounting, tax consulting, or similar, with a focus on private client tax services.
  • 3+ years of direct private client tax services experience
  • Bachelor’s degree in accounting
  • Active CPA license; CFP is a plus
  • Working knowledge of Microsoft Office and tax preparation software

Pay

  • The anticipated hiring range for this position is $108,600-$141,200 and is dependent on relevant experience, qualifications, and skills.

Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401K, HSA, and FSA
  • Eligibility for an annual performance bonus
  • Disability and life assurance
  • Generous Paid Time Off and Paid Care Leave
  • Additional Programs and resources to support you and your family

Apply