Outsourced Accounting Solutions Associate | 2026

CBIZ•West Conshohocken, PA
•Hybrid

About The Position

This role involves assisting with the preparation of information documents and client presentations, interfacing with clients regarding inquiries, performing analysis using department-specific templates, and maintaining data on market trends and competitor analysis. The associate may also lead ad hoc projects and perform additional responsibilities as assigned.

Requirements

  • 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

Responsibilities

  • 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
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