Portfolio Assistant

We are recruiting for an experienced and motivated Portfolio Assistant to join an established accountancy practice and play a key role in supporting the management of a varied client portfolio.

This is an excellent opportunity for an ambitious practice professional who has strong VAT knowledge and accounts preparation experience, and who is ready to take on greater responsibility within a supportive and progressive team.

The successful candidate will take ownership of the VAT requirements for part of the portfolio, prepare accounts, manage workflows and deadlines, and provide support and guidance to junior members of the team.

• Manage VAT returns for a portfolio of clients, including client liaison, delegation, review and submission.
• Ensure all VAT filing deadlines are met well in advance and clients receive timely communication.
• Prepare draft accounts for a range of clients.
• Proactively manage workflows and deadlines, including keeping CCH Workflow fully updated and maintained.
• Take full responsibility for managing workflows when managers are on annual leave.
• Liaise confidently and professionally with clients, providing clear and effective communication.
• Manage and coordinate bookkeepers' time to ensure work is completed efficiently and within agreed deadlines.
• Assist managers in achieving billing and ...