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Private Client Associate Jobs in Houston, TX (NOW HIRING)

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Private Client Associate information

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$28.1K

$50.5K

$92.1K

How much do private client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for private client associate in Houston, TX is $50,487.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,891.00 and $63,967.00 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 Houston, TX? For Private Client Associate jobs in Houston, TX, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Houston, TX look for? The top searched job categories for Private Client Associate jobs in Houston, TX are:
What cities near Houston, TX are hiring for Private Client Associate jobs? Cities near Houston, TX with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Houston, TX 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 $50,487 per year, or $24.3 per hour.

Private Client Services Tax Manager/Senior Manager

PKF Texas

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

Company Description
Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston-based CPA firm of forward-thinking entrepreneurs and business advisors with Big 4 backgrounds who creatively integrate traditional values, practical solutions and intelligent change by focusing on the client's unique needs. PKF specializes in mid-sized growing companies as well as publicly traded companies and individuals who enjoy the benefits of working with a client-centric firm offering a full-range of business consulting, technology, assurance, entrepreneurial advisory and tax solutions.
Job Description
PKF Texas is seeking a high performing Private Client Services Tax Manager and Senior Manager. This position will have responsibilities in oversight of tax compliance for individual, gift, trust and estate tax returns for high net worth clients. Additionally, the candidate may also be responsible for compliance oversight with enterprise related returns, primarily for related party flow through entities.
This position offers an excellent opportunity for leadership, learning and career advancement for the right candidate.
Essential Duties and Responsibilities Include:
  • Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects while effectively producing a value outcome for our clients & the firm.
  • Develop and execute tax planning techniques for clients while addressing client needs
  • Assist with identifying new and additional service opportunities from existing and potential clients through client interactions and recommendations.
  • Communicate and interact closely with the client's advisors, such as, attorneys and financial managers.
  • Assist with compliance and advisory needs for enterprise related returns, primarily related party flow through entities.
  • Research tax laws and prepare tax memorandums on technical issues.
  • Ability to reason and effectively multi-task. Strong communication skills with the ability to apply one's understanding as to execution requirements and provide effective instructions in written, oral, or diagram form.
  • Recognize complex technical issues, reach appropriate conclusions and apply appropriate technical authorities to support conclusions.
  • Ability to organize daily work responsibilities and projects, prioritize and meet deadlines. Ability to complete work in an effective and accurate manner.
  • Supervise associates and senior associates, providing them with leadership, counseling and career guidance as appropriate & required.
  • Possess a strong background in effective engagement management, knowing how to manage all aspects of client accounts.
  • Participate in mentoring, training, recruiting, retention, and team-building activities.
  • Participate in developing & presenting internal training and seminars on technical issues.

Qualifications
  • 5-15 years of public accounting
  • Minimum Bachelor's degree in Accounting. Advanced degree preferable. Degrees need to be from an accredited college/university.
  • CPA certification required or other professional certification relevant to specialized services areas.
  • Private client advisor experience, including enterprise entity compliance and advisory skills.
  • Experience with tax preparation and research software required - Go Systems, BNA Income Tax Planner, GoFileRoom, BNA Bloomberg and Checkpoint.
  • Ability to effectively use Microsoft Office Suite, including Word, Excel and PowerPoint.
  • Hands on experience with review and preparation of all forms and schedules related to individuals, gifts, trusts, estates and enterprise entities.
  • Knowledge and experience with flow through entities (i.e. Family Limited Partnerships, S-Corporations, Partnerships, etc.).
  • Experience with various facets of state & local taxation, compliance & advisory, including sales & use, personal & real property, franchise and multi-jurisdiction income tax (Experience in other than multi-state income/franchise is valued but not required. A base level of multi-state income/franchise experience is expected).
  • International experience and knowledge (This experience is valued but not a requirement of the position).
  • Demonstrated experience in effectively building, interfacing and managing client base.
  • Excellent supervisory, organizational, problem solving, critical/analytical thinking, written and oral communication, and interpersonal skills.
  • Exceptional client service and communication skills.
  • Excellent project management and presentation skills.

Additional Information
We are proud to be recognized as one of the top workplaces in our industry. In fact, it's our employees themselves who say our company is a great place to work. Ask Anyone! Some of the great benefits our employees enjoy include:
• Generous benefits including Health, Dental, and Vision
• 401(k) and discretionary profit sharing
• Free covered parking
• Onsite fitness center
• Very generous PTO/paid holidays
• Sustainable work-life balance and flexibility
• Dress for your day attire
• Anniversary cash program
• PKF swag and much more!
Visit our website at www.pkftexas.com/careers to learn more about us.

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