Advisory Associate Consultant | Client Accounting & Advisory Services (CAAS) | 2026

CBIZ; Washington (District of Columbia); Hybrid; USD 68,000 - 74,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their team. This role involves assisting with client presentations, conducting market analysis, and collaborating with team members to deliver high-quality service. The ideal candidate will possess strong communication skills and a knack for teamwork, ensuring that client inquiries are addressed promptly and effectively. With a focus on professional development and a supportive environment, this position offers a unique opportunity to grow within a leading organization in the accounting and advisory sector. If you're ready to make a difference, this role is for you!

Benefits

Comprehensive medical and dental insurance

Retirement savings

Life and disability insurance

Health care reimbursement accounts

Dependent care reimbursement accounts

Certification incentives

Education assistance

Referral program

Qualifications

• 1 year of relevant experience required.
• Ability to communicate effectively at all levels.

Responsibilities

• Assist with preparation of information documents and client presentations.
• Maintain and update data on market trends and competitor analysis.

Skills

Teamwork

Communication Skills

Analytical Skills

Proficient Use of Technology

Education

High School Diploma or GED equivalent

Bachelor's Degree

Job description

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Job Code:

FS206AO

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

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.

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 Required

• High School Diploma or GED equivalent required; Bachelor's degree preferred
• 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

Compensation

The salary rate for this position is $68,000 - $74,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

#LI-NJ1 #LI-Hybrid

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