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Private Client Associate Jobs in Boca Raton, FL (NOW HIRING)

... associates in concert with management and corporate training department teams. * Possesses and maintains thorough knowledge of our fleet/vehicles and Private Client/VIP, and insurance products.

... associates in concert with management and corporate training department teams. * Possesses and maintains thorough knowledge of our fleet/vehicles and Private Client/VIP, and insurance products.

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$27.6K

$49.6K

$90.5K

How much do private client associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for private client associate in Boca Raton, FL is $49,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,286.00 and $62,857.00 per year, depending on experience, location, and employer.

What does a client associate do?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and handling client communications. They often assist with onboarding, account maintenance, and ensuring compliance with industry regulations, requiring strong organizational and communication skills.

What job makes $10,000 a month without a degree?

A Private Client Associate typically earns less than $10,000 per month, but high-earning roles without a degree include sales managers, real estate brokers, or entrepreneurs in certain industries. Success in these roles often depends on experience, skills, and performance rather than formal education.

Is Associate the lowest position?

In the private client services field, the Associate role is typically an entry-level or early-career position, but it is not always the lowest. Some firms have internship or analyst roles below Associate, while others may have support or administrative roles at the entry level. Advancement often requires gaining experience, skills, and certifications such as the CFP or CFA.

How does a Private Client Associate typically 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 are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

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.

Is client associate entry level?

A Private Client Associate role is often considered entry-level, especially for those starting a career in wealth management or private banking. However, some positions may require prior experience or relevant certifications such as the Series 7 or Series 66, depending on the firm and responsibilities involved.
What are popular job titles related to Private Client Associate jobs in Boca Raton, FL? For Private Client Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Boca Raton, FL look for? The top searched job categories for Private Client Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Private Client Associate jobs? Cities near Boca Raton, FL with the most Private Client Associate job openings:
Tax Manager - Private Client Services (PCS)

Tax Manager - Private Client Services (PCS)

Eisneramper Llp

West Palm Beach, FL • Hybrid

Full-time

Posted 29 days ago


EisnerAmper rating

9.6

Company rating: 9.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

1st of 17 rated bookkeepers and accountants


Job description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position follows the company's hybrid schedule with 3 days a week spent in office.

What it Means to Work for EisnerAmper:
  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

  • You will have the flexibility to manage your days in support of our commitment to work/life balance

  • You will join a culture that has received multiple top "Places to Work" awards

    • We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions

    • We understand that embracing our differences is what unites us as a team and strengthens our foundation

    • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:
  • Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.

  • Build impactful relationships with clients and maintain relationships with firm leadership.

  • Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.

  • Take responsibility for accurate time and billing for self and team.

  • Responsible for training, supervising and ongoing development of associates and seniors.

  • Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.

  • Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.

  • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

  • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

  • Hold self and direct reports responsible for achieving developmental goals.

  • Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Basic Qualifications:
  • Bachelor's Degree in Accounting or equivalent field is required

  • 5+ years of recent (within 2 years) tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience

  • CPA or IRS Enrolled Agent Certification required

  • Experience preparing/reviewing US based tax returns for partnerships, s-corps, and individuals.

Preferred/Desired Qualifications:
  • Master's Degree in Taxation or relevant field

  • Experience using GoSystems or CCH Axcess tax software

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.

About our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com.

#LI-AW1

#LI-Hybrid

Preferred Location:
West Palm Beach

EisnerAmper logo

About EisnerAmper

Sourced by ZipRecruiter

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 3,000 employees and over 300 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

New York, NY, US

Year founded

1963

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