Manager – Private Business and Family Advisory

4 months ago

Adelaide, Australia Pitcher Partners Full time

We’re 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, you’re joining a team with heart. We support each other. We learn together. We’re deliberate about fostering relationships that nurture and empower every individual.

And we’re excited by what’s possible. We know some of the best new ideas come in the form of curious, talented people we haven’t met yet. Perhaps you’re 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 degree-qualified 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. That’s why we invest in the future of everyone who works with us, and a culture that supports us all. Our in-house 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

We’re inspired by potential. We know there’s 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 that’s 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 careers@pitcher-sa.com.au.

Actively improving diversity in our workforce is central to our purpose, and we strongly encourage people from under-represented 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.

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