Analyst/Senior Analyst (Funds Management)

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.

Meet your team

This fast-growing team, which sits within our Business Advisory and Assurance practice area, provides our managed fund clients and their business groups with professional and commercial accounting and tax advice. 

About the role

Working collaboratively in a tight knit team, you will be responsible for providing our managed fund clients a mixture of accounting, advisory, tax and compliance services.

You will be provided with technical and on-the-job training on managed funds, to help you grow to become a specialist in the field. You will work closely with the tax advisory group and will report indirectly to our managed funds tax advisory partner.

The successful candidate will be a willing participant in growing the managed funds practice within a prominent mid-tier professional services firm.  However, it is not critical that you have managed funds experience.  

Key responsibilities

• Preparing special purpose financial statements for trusts and companies
• Preparing and presenting workpapers and file in a clear and logical manner
• Preparation of income tax returns for managed investment trusts, ordinary trusts and companies
• Discussing and liaising with managers and tax specialists if further analysis or assistance is required
• Drafting taxable income calculations and distribution calculations in accordance with investment memorandums and trust deeds
• Assisting with preparation of investor tax statements and periodic holding statements
• Setup, onboarding and management of clients on fund administration platform
• Assisting with answering ad hoc queries raised by investors, auditors and other users of information
• Preparing ongoing quarterly and annual lodgement obligations

Who we’re 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.

Relevant qualification and experience

You have an accounting qualification and experience in an accounting or tax role within a professional services firm.

Keen learner

You will be a willing participant in our growing Funds management service offering and are keen to continue growth and development within this field.

Effective communicator

You have strong communication and collaboration skills, coupled with the ability to build and maintain effective relationships. You can work confidently with people at all levels. 

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 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, 14 weeks paid parental leave, Community leave, Purchased leave program, Employee Assistance program, inhouse Massages and Pilates, free barista made coffee 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.

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

We’re proud to be recognised as a WORK180 Endorsed Employer for All Women. This is earned through our continued commitment to the careers of women, which includes offering benefits and policies that support diversity, equity, and inclusion. Visit the Work180 Pitcher Partners Melbourne page a full breakdown of our benefits.

While we appreciate the role recruitment agencies play in our recruitment strategy, unsolicited CV’s will not be considered.