Financial Services Associate

4 days ago


Rochester, Medway, United Kingdom RSM Full time

In this role, you will work closely with high net worth families, closely held businesses, estates, trusts, and private foundations to develop cutting-edge tax ideas that significantly lessen clients' overall effective tax rates.

You will leverage your tax knowledge and understanding of the tax preparation process to bring work to completion for review, demonstrating awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation on complex tax issues.

A successful candidate will have excellent computer skills, including proficiency in Microsoft Excel, and strong analytical and problem-solving skills. They will also have excellent communication and interpersonal skills to build strong working relationships with clients and colleagues.

RSM offers a competitive salary range of $58,080 - $69,300, plus a discretionary bonus based on firm and individual performance. We also offer a generous time-off policy, flexible schedule, and opportunities for professional growth and development.

We are committed to being an equal opportunity employer, valuing diversity and inclusion, and providing a safe and respectful work environment for all employees.



  • Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    Job OverviewS smith Schafer & Associates Ltd. is currently seeking a highly qualified Senior Tax Accountant to join its dynamic team. This is a full-time position that requires a strong background in tax planning and preparation, as well as excellent communication and interpersonal skills.As a Senior Tax Accountant, you will be responsible for preparing and...


  • Rochester, Medway, United Kingdom New York State Financial Aid Administrators Association Full time

    Job Summary:Financial Aid Counselors at the University of Rochester provide exceptional service to students and families, completing financial aid casework and counseling under the direction of an Assistant Director. This role involves understanding and meeting the unique needs of students, resolving difficult situations, and administering financial aid for...


  • Rochester, Medway, United Kingdom Bank of America Full time

    About the Role:As a Merrill Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their needs, develop personalized financial plans, and provide guidance on investment strategies.Key Responsibilities:Advise clients on financial planning...


  • Rochester, Medway, United Kingdom Countrywide Mortgage Services Full time

    About Countrywide Mortgage ServicesCountrywide Mortgage Services, part of the Connells Group, is a leading provider of mortgage services in the UK. With over 1,250 branches and a rich history dating back to 1936, the company offers a range of services including residential sales, lettings, new homes, mortgage services, surveying, conveyancing, and more.A...


  • Rochester, Medway, United Kingdom Bank of America Full time

    OverviewBank of America is a leading financial institution committed to making a positive impact on people's lives. Our team at Merrill Wealth Management is dedicated to helping clients achieve their financial goals through expert guidance and personalized support.About the RoleThis is an exciting opportunity to join our wealth management team as a Merrill...


  • Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    Job Summary: Smith Schafer & Associates Ltd. is hiring a Tax Accountant to prepare individual and business tax returns, assist with tax planning, and review financial statements.Benefits: Competitive salary range: $48,000 - $62,000 per yearOpportunities for professional development and growthBenefits package including health insurance, paid time off, and...

  • Financial Analyst

    1 month ago


    Rochester, Medway, United Kingdom RES Exhibit Services, LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at RES Exhibits. The successful candidate will be responsible for maintaining clear communication with the leadership team, staff, and overseeing the day-to-day accounting work as well as financial analytics, assisting with budgeting, forecasting, and various financial modeling...


  • Rochester, Medway, United Kingdom Huntress Full time

    About the RoleWe are seeking an experienced Financial Customer Support Officer to join our dynamic team at Huntress. As a key member of our customer service unit, you will be responsible for delivering exceptional support to our clients through phone and email.Key ResponsibilitiesYou will serve as the primary point of contact for customer inquiries,...


  • Rochester, Medway, United Kingdom TPF Recruitment Full time

    We are seeking a skilled Financial Services Professional to join our client's team in Rochester, Kent. As a key member of the audit and accounts department, you will play a crucial role in delivering high-quality services and driving business growth. With opportunities for career advancement and a competitive salary, this is an ideal position for those...


  • Rochester, Medway, United Kingdom Michael Page (UK) Full time

    About the RoleThis is an exciting opportunity for a Senior Accountant to join our client in Medway. As a key member of the team, you will be responsible for leading audits from planning to finalisation.Responsibilities include preparing and reviewing financial statements in line with relevant standards, ensuring all regulatory and compliance requirements are...


  • Rochester, Medway, United Kingdom Cubitt & West Full time

    We are seeking a highly skilled Financial Services Specialist to join our Central Client Services Team. As a Mortgage Advisor, you will play a vital role in helping our customers achieve their goals.Our company is all about providing exceptional customer service and support. We pride ourselves on being approachable, friendly, and professional in everything...

  • Financial Manager

    4 days ago


    Rochester, Medway, United Kingdom Coordinated Care Services, Inc. Full time

    Coordinated Care Services, Inc.OverviewThe Financial Manager will be responsible for processing and monitoring invoices and vouchers, accounts receivable, and accounts payable. This role will also oversee investment accounting, process payroll, and maintain payroll records.Salary Range: $60,000 - $70,000 per annumAbout the RoleThis position requires a highly...


  • Rochester, Medway, United Kingdom University of Minnesota Full time

    About the PositionThe Administrative Associate for Student Services will play a vital role in supporting the daily and strategic operations of the Student Success, Engagement, and Equity (SSEE) area at the University of Minnesota. This position requires strong organizational and communication skills, as well as the ability to work effectively with students,...

  • Audit Accountant

    1 month ago


    Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    Our Audit Accountant role is a fantastic opportunity for a detail-oriented and analytical individual to join our team at Smith Schafer & Associates Ltd.About the Role:This position involves learning and developing skills in accounting and auditing processes, assisting with planning and facilitating engagements, and working collaboratively with a team to...

  • Tax Accountant

    1 month ago


    Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    Job Summary:The Tax Accountant is responsible for preparing individual and business tax returns and providing support to senior accountants, supervisors, managers, and principals. This includes assisting with tax planning, reviewing, and understanding financial statements, small business accounting, and researching technical tax issues.Key...


  • Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

    About the RoleWe are seeking a highly skilled Financial Planning Analyst to join our team at Smith Schafer & Associates Ltd.This is a full-time position responsible for learning processes and systems, assisting with planning and facilitating engagements, and working as part of a team to carry out tasks under close supervision.The successful candidate will...


  • Rochester, Medway, United Kingdom Mr Clutch Full time

    Mr Clutch, a leading company based in Strood, Rochester, Kent, is seeking a highly motivated and ambitious Financial Services Assistant to join their Accounts team.The ideal candidate will have A or A* GCSE grades in Maths and English and be willing to undergo on-the-job training while working towards the AAT qualification.The role involves setting up...


  • Rochester, Medway, United Kingdom Coordinated Care Services, Inc. Full time

    Job SummaryUnder the direction of the Chief Financial Officer, this role is responsible for processing and monitoring invoices and vouchers, accounts receivable, and accounts payable. The successful candidate will also oversee investment accounting, process payroll, and maintain payroll records.Key Responsibilities:Coordinate and process payroll, including...


  • Rochester, Medway, United Kingdom University of Minnesota Full time

    About the RoleThe University of Minnesota seeks an Administrative Associate for Student Services to support the daily and strategic operations of the Student Success, Engagement, and Equity (SSEE) area. This role will provide executive-level coordination and student-centered support, acting as the primary point of contact for the SSEE area.Key...


  • Rochester, Medway, United Kingdom Mbi Staffing Full time

    Mortgage and Insurance Advisor OpportunityOur client is a Mortgage, Loan & Insurance Company that offers a better alternative for advisers who are looking for genuine help and support to grow their client bank in a compliant and professional manner.The Role:They are looking to recruit experienced self-employed advisors to join their successful and expanding...