Outsourced Accounting Solutions Associate | 2026

Posted Yesterday
Be an Early Applicant
West Conshohocken, PA, USA
Hybrid
Junior
Consulting • Financial Services
The Role
Supports outsourced accounting engagements by preparing client information documents and presentations, responding to client research inquiries, analyzing data with department templates, maintaining market and competitor intelligence, and completing ad hoc projects. Requires strong communication, teamwork, technology proficiency, and at least one year of relevant experience.
Summary Generated by Built In

#LI-EC1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

  • Assist with preparation of the information documents and client presentations
  • Interface with clients regarding inquiries related to research and information requests
  • Perform analysis using department specific templates
  • Maintain and update data on market trends, competitor analysis and other business intelligence
  • May lead and complete ad hoc projects as assigned
  • Additional responsibilities as assigned
Qualifications

Minimum Qualifications

  • High School Diploma or GED
  • 1 year of relevant experience
  • Must be able to work in a team environment
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs
About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Skills Required

  • High School Diploma or GED
  • 1 year of relevant experience
  • Ability to work in a team environment
  • Verbal and written communication skills across all organizational levels, internally and externally
  • Proficient use of applicable technology
  • Ability to travel based on client and business needs
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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