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Senior Client Associate Jobs in Oregon (NOW HIRING)

Mercer Advisors

OR · Hybrid

$81K - $100K/yr

More than half of our employees and client-facing professionals are women, reflecting the clients ... Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a ...

Kernutt Stokes

Audit Senior Associate

Eugene, OR · On-site

$81K - $99K/yr

Review workpapers and financial statements (GAAP and OCBOA), answer client questions, and clear ... senior associates work less billable hours than other Oregon accounting firms our size and fewer ...

Regal Executive Search

Senior Tax

Lake Oswego, OR · On-site

$83K - $103K/yr

Senior Tax Associate Position Information Looking for a Senior Tax Associate interested in growing their career. This position will assist in preparation and review of tax returns, provide client ...

Aldrich

Senior Audit Associate

Lake Oswego, OR · On-site

$85K - $110K/yr

The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from ... Adhere to work plan schedules on each section of the engagement and anticipate and address client ...

Aldrich

Senior Audit Associate

Lake Oswego, OR · On-site

$85K - $110K/yr

The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from ... Adhere to work plan schedules on each section of the engagement and anticipate and address client ...

Aldrich

Senior Audit Associate

Salem, OR · On-site

$90K - $110K/yr

The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from ... Adhere to work plan schedules on each section of the engagement and anticipate and address client ...

Pwc

Oracle HCM Senior Associate

Portland, OR · On-site

$77K - $202K/yr

These individuals analyse client needs, implement software solutions, and provide training and ... As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain ...

Aldrich

Tax Senior Associate

Lake Oswego, OR · On-site

$95K - $105K/yr

Senior Tax Associates will assist in preparation and review of tax returns, as well as provide client service, relationship management and consulting services. If you want to work with people who ...

Aldrich

Tax Senior Associate

Lake Oswego, OR · On-site

$95K - $105K/yr

Senior Tax Associates will assist in preparation and review of tax returns, as well as provide client service, relationship management and consulting services. If you want to work with people who ...

Curana Health, Inc.

Summary We are seeking a highly analytical and motivated Senior Associate to join our Partner ... This role sits at the intersection of strategy, analytics, and client engagement-focused on driving ...

Pwc

Oracle PMO - Senior Associate

Portland, OR

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex situations, growing your personal ...

REDW LLC

Senior Audit Associate

Albuquerque, NM · On-site

$72K - $108K/yr

... r Audit Associate What You'll Do * Builds and maintains strong client relationships ... Aligns with leadership on client expectations and delivery plans * Communicates key issues and ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Oregon

Senior Client Associate information

See Oregon salary details

$30.7K

$78.4K

$140.6K

How much do senior client associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for senior client associate in Oregon is $78,449.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $100,400.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
What job categories do people searching Senior Client Associate jobs in Oregon look for? The top searched job categories for Senior Client Associate jobs in Oregon are:
What cities in Oregon are hiring for Senior Client Associate jobs? Cities in Oregon with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Oregon as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,449 per year, or $37.7 per hour.
Senior Tax Associate (West Coast)

Senior Tax Associate (West Coast)

Mercer Advisors

OR • Hybrid

$81K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team.

Essential Job Functions will include:

  • Prepare tax returns for high-net-worth individuals, trusts and businesses
  • Create quarterly estimates and projections
  • Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns
  • Perform tax research
  • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
  • Coordinate with tax support staff to ensure timely workflow practices and data integrity
  • Work with tax staff to respond to tax notices and initial preparation of correspondence
  • Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients
  • All other duties as assigned

Required Knowledge, Skills, and Abilities:

  • Minimum of 1-3 years of public accounting experience, or equivalent experience
  • Bachelor's degree in Accounting or related field
  • Moderate tax code knowledge and general accounting skills
  • Obtained or in the process of obtaining CPA and/or EA preferred
  • Master's degree in Tax a plus
  • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
  • Highly organized and tax-oriented
  • Ability to handle a large volume of activities at one time
  • Ability to communicate concepts to clients and advisors in concise and understandable fashion
  • Must be detail-oriented and have excellent time-management skills

Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$80,750—$95,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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