... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... review work for associates, providing constructive feedback to foster growth Communicate ...
... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... review work for associates, providing constructive feedback to foster growth Communicate ...
Does financial data excite you? We're looking for a Senior Wealthy Strategy Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand ...
Does financial data excite you? We're looking for a Senior Wealthy Strategy Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand ...
Registered Client Service Associate
Lake Oswego, OR · On-site
$30 - $33.65/hr
Our Lake Oswego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
Lake Oswego, OR · On-site
$30 - $33.65/hr
Our Lake Oswego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
$30 - $33.65/hr
Our Lake Oswego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
$30 - $33.65/hr
Our Lake Oswego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
$30 - $33.65/hr
Our Lake Oswego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
$30 - $33.65/hr
Our Lake Oswego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
Lake Oswego, OR · On-site
$30 - $33.65/hr
Our Lake Oswego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
Lake Oswego, OR · On-site
$30 - $33.65/hr
Our Lake Oswego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Audit Senior Associate
$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 ...
Quick apply
Audit Senior Associate
$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 ...
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Other duties as assigned by the Director of CAAS or other CAAS senior accountants Required ...
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Other duties as assigned by the Director of CAAS or other CAAS senior accountants Required ...
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Other duties as assigned by the Director of CAAS or other CAAS senior accountants Required ...
Quick apply
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Other duties as assigned by the Director of CAAS or other CAAS senior accountants Required ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Other duties as assigned by the Director of CAAS or other CAAS senior accountants Required ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Other duties as assigned by the Director of CAAS or other CAAS senior accountants Required ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Other duties as assigned by the Director of CAAS or other CAAS senior accountants Required ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Other duties as assigned by the Director of CAAS or other CAAS senior accountants Required ...
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 ...
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
Quick apply
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 ...
Digital Marketing Technologist Senior Associate
Portland, OR · On-site
$77K - $202K/yr
As a Senior Associate, you will analyze complex problems, mentor others, andmaintainprofessional ... You will focus on building client relationships and developing a deeper understanding of the ...
Digital Marketing Technologist Senior Associate
Portland, OR · On-site
$77K - $202K/yr
As a Senior Associate, you will analyze complex problems, mentor others, andmaintainprofessional ... You will focus on building client relationships and developing a deeper understanding of the ...
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 ...
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 ...
Oracle HCM Senior Associate
$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 ...
Oracle HCM Senior Associate
$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 ...
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 ...
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 ...
MarTech Strategist - Senior Associate
$77K - $202K/yr
As a Senior Associate, you will focus on building meaningful client relationships and guiding junior team members. You will navigate complex marketing environments, using your skills to anticipate ...
MarTech Strategist - Senior Associate
$77K - $202K/yr
As a Senior Associate, you will focus on building meaningful client relationships and guiding junior team members. You will navigate complex marketing environments, using your skills to anticipate ...
Senior Client Associate information
See Oregon salary details
$30.7K - $40.7K
17% of jobs
$46.6K is the 25th percentile. Wages below this are outliers.
$40.7K - $50.7K
14% of jobs
$50.7K - $60.6K
4% of jobs
$60.6K - $70.6K
14% of jobs
The median wage is $72K / yr.
$70.6K - $80.6K
12% of jobs
$80.6K - $90.6K
9% of jobs
$95.9K is the 75th percentile. Wages above this are outliers.
$90.6K - $100.6K
11% of jobs
$100.6K - $110.6K
9% of jobs
$110.6K - $120.6K
6% of jobs
$120.6K - $130.6K
3% of jobs
$130.6K - $140.6K
1% of jobs
$30.7K
$78.4K
$140.6K
How much do senior client associate jobs pay per year?
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.
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.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 28 days ago
Job description
Our Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. 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 believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.
We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.
Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.
Position Summary:
Your Impact (Essential Duties):
Perform, supervise, and review complex accounting tasks, including reconciliations, journal entries, coding expenses, bill payments, and accounts receivable for multiple entities
Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns
Prepare and review compilations on a monthly, quarterly, or annual basis based on client requirements
Identify material misstatements and evaluate inconsistencies in financial reports
Prepare client cash flow forecasts and monitor engagement performance against budgets
Analyze organizational structures and financial impacts to ensure accurate accounting
Train and review work for associates, providing constructive feedback to foster growth
Communicate effectively with team members and clients to address project statuses and inquiries
Contribute to team efforts through collaboration, volunteering support, and knowledge sharing
Participate in professional development through training sessions and independent learning
Manage multiple engagements and prioritize tasks to meet deadlines
Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Your Background:
3-5 years of experience in general accounting
CPA license or eligible (preferred)
Bachelor's degree in accounting or related field
Strong understanding of complex accounting principles, including GAAP and financial reporting frameworks
Proficiency in learning and using accounting software and related tools
Excellent verbal and written communication skills for collaboration and client interactions
Strong organizational skills and attention to detail
Accurate mathematical and financial analysis skills
Ability to work independently while also coaching newer team members and seeking support from leadership as needed
Analytical thinking to identify and address inconsistencies in financial reporting
Demonstrated problem-solving skills where solutions are proactively proposed to relevant parties
Proactive approach to delivering a high-quality customer experience in a multi-client environment
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Why Choose Us?
At Sorren, we're invested in your growth-both personally and professionally. We'll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we've designed our culture and benefits to reflect that.
What We Offer*:
Generous paid time off
Comprehensive medical, dental, and vision coverage, plus life and disability insurance
401(k) retirement savings plan
Paid holidays, including a firmwide winter break (December 24 - January 1)
Paid parental leave (available after one year of service)
Mentorship and career development programs
CPA exam support to help you succeed on the path to licensure
Firm-sponsored events and spontaneous team activities
Celebrations to mark milestones like the end of busy season and the holidays
*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.
2025 "Sorren" is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.