Manager Private Business Family Advisory

Manager Private Business and Family Advisory

Were a leading network of independent Australian firms working together to enable growth and ambition for our clients. And our people.

When you join Pitcher Partners youre joining a team with heart. We support each other. We learn together. Were deliberate about fostering relationships that nurture and empower every individual.

And were excited by whats possible. We know some of the best new ideas come in the form of curious talented people we havent met yet. Perhaps youre one of them.

About the role

Under the guidance of and reporting to a Principal the Manager plays a pivotal role in creating value and driving improvements for our clients by providing comprehensive advisory services.

This role involves advising clients on a range of areas including asset protection business performance business reporting accounting and taxation management wealth protection and general change management.

As a Manager you will be responsible for managing a client portfolio overseeing workflow management among direct reports coordinating tax lodgement lists and providing coaching and mentoring to junior staff members. Additionally you will play a key role in building and nurturing meaningful relationships with clients fostering client loyalty and satisfaction.

Key Responsibilities

As a Manager you will be responsible for managing a client portfolio:

• Be a regular point of contact for your clients ensuring consistency in exceptional client service.
• Conduct thorough analyses and assessments to identify areas for improvement and develop tailored strategies to enhance clients financial and operational performance.
• Coordinate and prioritize workflow management among direct reports ensuring tasks and projects are allocated efficiently and completed within agreed timelines.
• Contribute and support to the development of the team through the continuous building and sharing of knowledge while also engaging in their ongoing personal career growth.
• Provide guidance coaching and mentorship to junior staff members fostering their professional growth and development.

Who we are after

As the ideal candidate you will be degreequalified and having completed your CA/CPA qualification familiar with accounting software such as Xero Now Infinity Practice Ignition and Great Soft. With 4 years supervising leading and mentoring staff in a business advisory environment you will have:

• Ability to undertake various tax planning recommendations for clients
• Able to prepare financial statements and tax returns for multiple and complex entities including various trusts and corporate entities.
• Possesses a positive and proactive approach to delivering superior support and commercial advice to clients
• Strong numeracy and analytic skills with the ability to interpret and make sense of data
• Strong time management skills with the ability to be agile with changing priorities and deadlines
• Ability to act with integrity honest and influence both internal and external stakeholders to build relationships
• Superior written and oral communication skills
• Ability to work independently with supervisor and staff and ability to coach mentor and lead staff

What we offer

At Pitcher Partners we believe success is better shared. Thats why we invest in the future of everyone who works with us and a culture that supports us all. Our inhouse leadership and professional development programs are tailored to your staff level and each explore how to lead with impact.

Join a team with heart

We actively support your health and social connection with a vibrant culture great flexible working policy 12 weeks paid parental leave Community leave Purchased leave program Employee Assistance program firm subsidised social club workplace giving and more.

Do work with a purpose

We put a lot of energy into developing meaningful relationships with our clients and each other. It results in a level of trust that creates surprising opportunities for our business. And your career.

Bring your best ideas

Were inspired by potential. We know theres always a better way to do something. So we foster an environment of openness. Great ideas can come from anywhere. It all starts with listening.

How to apply

If you can see yourself as part of a team thats all about people doing meaningful work and leading with the best ideas we want to hear from you. Apply now or email your cover letter and CV to Actively improving diversity in our workforce is central to our purpose and we strongly encourage people from underrepresented backgrounds to apply.

All applicants must be Australian citizens or hold a current valid Australian work visa. You may be required to provide evidence at application.