Manager – Private Business Family Advisory

3 months ago

Sydney, Australia Pitcher Partners Full time

About us:

Pitcher Partners Sydney is a Professional Chartered
Accounting firm located in the heart of the CBD. We are leading network of
independent 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 nourish 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.

Due to on-going growth, we currently have a vacancy for an
enthusiastic and driven Manager to join our Private Business Family Advisory
Division – specialising in working with high net worth families and groups with
complex international tax requirements. .

The Role:

The role of Manager is to manage an allocated portion of the
client base and for general support to the Partner/Client Director of other
clients not in the direct allocation. The Manager will also report to the
Partner/Client Director for several client assignments. This role also includes
managing the team and their tasks.

The Private Business Family Advisory team not only conducts the taxation and
accounting needs of clients but provides unique advisory services and has a
niche market reputation, providing unrivalled opportunities, and strong
interaction with all other business units with the firm
Your key focus will be family office/high net worth passive family wealth
groups with international obligations or challenges. This will see you working
with families to enhance, protect and build their personal wealth from a global
perspective.

Your main clients will be C suite executives, private equity fund
managers/partners, board directors, lawyers, accountants, professionals – with
a speciality of managing the tax affairs for families with international
obligations such as being partner of a global practice, being in receipt of
foreign partnership income, holding significant income producing assets
offshore.

Key Responsibilities:

  • Provide
    timely and accurate information on critical issues.
  • Assist
    in strengthening existing client relationships and developing new business
    opportunities through working on tenders and presenting and networking at
    external functions.
  • Monitors
    works in progress to ensure it is maintained at an acceptable level and
    achieves the expected results.
  • Undertake
    planning, lead and deliver on engagements.
  • Ability
    to allocate budgeted time for assignments and ensure work is completed
    within this budget.
  • Manage
    compliance and IQA.
  • Ensure
    all clients have been serviced adequately and suggest ways to improve.
  • Collaborate
    with the client to identify critical project outcome, work products,
    barriers to success and changes in scope or expectations.
  • Delegate
    routine tasks and provide constructive feedback.
  • Ability
    to supervise, develop and train teams while providing technical advice and
    insight.
  • Provides
    encouragement and support to teams to resolve issues as they arise.
  • Leads
    team with confidence and provides motivation to perform well.
  • Reviews
    productivity levels and can identify additional or surplus staff needs regarding
    scheduling requirements.
  • Collection
    and review of team time sheets.

Who we are after:

Here are the key qualifications, skills and personal
attributes we’re looking for. If you tick most of the boxes, but not all, we’d
still encourage you to apply. Other capabilities you have may make you the
perfect fit for the role, and we can work on filling the gaps together.

  • Ability
    to develop strong connections with clients through discussions and email –
    ability to find the solution that meets that client’s need.
  • Excellent
    verbal and written communication – with a proven ability to adapt style
    for the client circumstance/profile.
  • Ability
    to assess what is urgent, important or a need with each client situation
  • Excellent
    time management skills.
  • Ability
    to adapt to different situations.
  • Works
    cooperatively and shares knowledge.
  • Possesses
    a relevant degree.
  • CA or
    Tax Qualification.
  • 1-3
    years assistant manager experience.
  • Willingness
    to improve expertise through professional development opportunities.

Personal Attributes:

  • Excellent
    communication and interpersonal skills.
  • Ability
    to work directly with partners.
  • Ability
    to work independently and to lead their team.
  • Resilient
    and able to maintain composure when under pressure.
  • Drive
    to continually improve work standards.
  • Strong
    leadership skills to build a culture of pride and excellence.
  • Have
    experience in managing and coaching a supportive team.
  • Ability
    to network and build relationships with both colleagues and clients.

What we offer:

At Pitcher Partners we believe success is better shared.
That’s why we invest in the future of every person who works with us, and a
culture that supports us all.

Join a team with heart:We actively
support your health and social connection with a vibrant culture, great
flexible working policy, 18 weeks paid parental leave accessible after 12
months, and much more.

Do work with a purpose:We put a lot of
energy into developing meaningful relationships with our clients. 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.

If this sounds like you or you know anyone in your network that will be
suitable to this role please APPLY NOW or email your cover letter and CV to
sydneycareers@pitcher-nsw.com.au

Apply for this role

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