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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong technical accounting capabilities, including financial reporting and taxation, while ensuring compliance with regulatory standards. Proven ability to lead teams, manage client relationships, and drive continuous improvement in financial processes.
Highest-signal resume keywords
Financial ReportingTaxationMicrosoft ExcelQualified Accountant (ACA, ACCA, CIMA)Client Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingTaxationRegulatory ComplianceAccounting Platforms (Xero)Financial AnalysisProcedures DevelopmentOperational ExcellenceStatutory FilingClient Management AccountsReporting Processes
Soft Skills
Organizational SkillsAttention to DetailJudgmentCommunication SkillsCollaboration
Tools & Technologies
Microsoft ExcelMicrosoft WordBusiness Reporting Systems
Certifications & Qualifications
Qualified Accountant (ACA, ACCA, CIMA)
Industry Keywords
Corporate ServicesFinancial ServicesRegulated EnvironmentProfessional StandardsGovernance
About the role
Key responsibilities & impact- Lead the planning, organisation and prioritisation of the team’s activities
- Ensure client engagements are delivered efficiently, consistently and according to agreed service standards
- Develop, document and implement procedures and controls supporting professional standards, regulatory compliance and operational excellence
- Oversee review of client management accounts before issuance
- Ensure monthly, quarterly and statutory financial information is accurate, consistent and timely
- Present financial information and related correspondence clearly and professionally to clients and stakeholders
- Ensure corporation tax, VAT and statutory filing obligations are completed accurately and on time
- Oversee preparation and submission of regulatory reports and returns
- Drive continuous improvement across accounting and corporate services processes
- Review and enhance reporting processes to shorten delivery timelines and improve quality and client experience
- Collaborate with colleagues across the Waystone Group
- Build and maintain relationships with internal and external stakeholders
- Act as a senior point of contact where appropriate
- Support strategic initiatives, ad hoc assignments and projects directed by the Board or senior management
- Lead, coach and mentor Corporate Services team members
- Support business growth, service enhancement and expansion of client relationships
- Act as a director of client companies where required, maintaining governance, fiduciary oversight, conflicts management and compliance standards
Requirements
What you’ll need- Capable of discharging each essential responsibility to a consistently high professional standard
- Advanced proficiency in Microsoft Excel and Word
- Ability to use relevant business and reporting systems effectively
- Strong technical accounting capability, including financial reporting, taxation and review of complex financial information
- Experience with accounting platforms such as Xero is desirable
- Highly organised and detail focused, with a disciplined approach to quality, accuracy and follow-through
- Proven ability to learn quickly, exercise sound judgement and manage competing priorities effectively in a fast-paced, deadline-driven environment
- Excellent written communication, numerical and analytical skills
- Ability to prepare accurate financial information and polished client correspondence
- Integrity, discretion and sound judgement
- Commitment to confidentiality
- Strong client and stakeholder focus
- Ability to establish credibility and build effective, long-term professional relationships
- Collaborative, proactive and self-motivated
- Confidence to use initiative and work independently
- Consistent delivery of high-quality outcomes
- Fully qualified accountant (ACA, ACCA, CIMA or equivalent)
- Minimum of seven years’ relevant experience in finance, accounting, corporate services or a comparable professional services environment
- Previous experience within financial services, corporate services or a regulated environment would be advantageous
Benefits
Comp & perks- Full-time employment
- Hybrid work arrangement