Mid Level Private Client Associate Jobs
Mid level private client associate jobs go to professionals ready to own client relationships end to end, guide junior team members, and make service decisions with minimal oversight. Openings run across Consulting & Professional Services, Accounting & Auditing, and Technology & Software, with 50% remote or hybrid availability, and employers like BDO, Alvarez & Marsal, and ALO hiring at this level now.
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Showing 5 of 24+ Mid Level Private Client Associate jobs
Description
Director, Federal Tax (Private Client Services)
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.
The Team
We're currently growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Director to join our team.
How you will contribute
As a Director within Private Client Services, Tax you will:
- Manage tax and consulting services projects for high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
- Demonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
- Work as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
- Identify, research, and provide analysis on a wide range of complex tax issues
- Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
- Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
- Build client relationships and demonstrate a working knowledge of client businesses
- Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
- Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
- Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
- Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
- Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process
Qualifications:
- Bachelor's degree in Accounting
- 5 + years' of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
- CPA or Licensed Attorney
- Prior proven experience leading others while managing multiple work streams
- Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
- Passion for training and mentoring staff
- Excellent verbal and written communication skills, with the ability to establish credibility and influence clients
- Excellent research, writing, and analytical skills
- Advanced user of all Microsoft Office products (with an emphasis on Excel)
- Experience with GoSystems, OneSource, and research software preferred
- Ability to simultaneously work on several projects and effectively manage deadlines
- High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
- Detail-oriented and possess strong organizational skills
Your journey at A&M
At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.
The salary range is $X,000 - $Y,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-NM1
Description
Director, Federal Tax (Private Client Services)
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.
The Team
We're currently growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Director to join our team.
How you will contribute
As a Director within Private Client Services, Tax you will:
- Manage tax and consulting services projects for high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
- Demonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
- Work as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
- Identify, research, and provide analysis on a wide range of complex tax issues
- Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
- Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
- Build client relationships and demonstrate a working knowledge of client businesses
- Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
- Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
- Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
- Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
- Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process
Qualifications:
- Bachelor's degree in Accounting
- 5 + years' of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
- CPA or Licensed Attorney
- Prior proven experience leading others while managing multiple work streams
- Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
- Passion for training and mentoring staff
- Excellent verbal and written communication skills, with the ability to establish credibility and influence clients
- Excellent research, writing, and analytical skills
- Advanced user of all Microsoft Office products (with an emphasis on Excel)
- Experience with GoSystems, OneSource, and research software preferred
- Ability to simultaneously work on several projects and effectively manage deadlines
- High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
- Detail-oriented and possess strong organizational skills
Your journey at A&M
At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.
The salary range is $X,000 - $Y,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-NM1
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Mid Level Private Client Associate Jobs: Frequently Asked Questions
How do I get a mid level private client associate job?
Position your existing experience around ownership and outcomes. Highlight client portfolios you managed independently, problems you resolved without escalation, and any process improvements you led. Tailor your resume to show depth in client relationship management, not just task completion. Applications that demonstrate you can operate with limited oversight and have handled complex client needs consistently land the strongest interviews at this level.
Which companies hire mid level private client associates?
Companies hiring mid level private client associates right now include BDO, Alvarez & Marsal, and ALO, based on current listings on Migrate Mate as of November 2026. Wealth management firms, private banks, and financial advisory practices tend to hire most actively at this level, as their client service models depend on experienced associates who can manage relationships with minimal senior supervision.
Are there remote mid level private client associate jobs?
Yes, though availability varies by employer and client tier. About 50% of mid level private client associate openings are remote or hybrid as of November 2026, with hybrid schedules being more common in roles that involve in-person client meetings or sensitive account work requiring face-to-face relationship building.
How do I move up to a mid level private client associate role?
Moving into a mid level role typically requires deepening your specialization beyond day-to-day client support. Build a record of independently managing accounts, resolving escalations, and contributing to retention or growth outcomes. Associates who take ownership of onboarding processes, support complex transactions, and demonstrate judgment on client-facing decisions position themselves clearly for mid level responsibilities over time.
Which industries hire the most mid level private client associates?
Mid Level private client associate roles concentrate in Consulting & Professional Services, Accounting & Auditing, and Technology & Software, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because their client service models require experienced professionals who can manage high-value relationships, handle nuanced account needs, and operate as a consistent point of contact without close supervision.