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Manager, Funds Management, Tax Advisory Group

Manager, Funds Management, Tax Advisory Group

We’re a leading network of independent Australian accounting, audit and business advisory 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 team

The dynamic Tax Advisory Group (‘TAG’) is a team of highly qualified tax professionals who together deliver value adding tax advisory services to their clients, covering the complete tax spectrum, from individuals to multinational enterprises, with particular focus on the middle market sector of the Australian economy. With longstanding institutional relationships with the ATO, the team is also able to advocate for effective tax legislation that benefits all its clients.

The Funds Management team is a cohesive unit within the broader Tax Advisory practice, specialising in corporate and private tax, funds management, transactions and international tax. Embracing our “one firm” approach, we encourage collaboration across practice teams to deliver the best outcomes for our clients.

About the role

As a Manager in the Funds Management team of our Tax Advisory practice, you will provide technical and commercially focused advice to a diverse range of clients across all states and territories of Australia, on a range of issues such as corporate and private tax, funds management, transactions and international tax.

Key responsibilities

  • Review and finalise tax consulting advice on a range of issues such as corporate and private tax, funds management, transactions and international tax.
  • Take a proactive approach and communicate tax issues, opportunities and progress with partners and clients as required.
  • Working with relevant ATO authorities in the context of ruling requests, risk reviews or GIC remission.
  • Conduct in-depth research and analysis of legislation, case law, and rulings.
  • Manage distribution review process for managed investment schemes as well as assisting with the preparation and review of annual tax returns.
  • Reviewing calculated taxable income in line with current legislation
  • Address tax compliance issues and identify tax planning opportunities, offering practical and tailored solutions.
  • Collaborate with other practice groups when required.

Who we’re after

Here are the some of the key qualifications, skills and personal attributes we’re looking for. If you tick most of the boxes, but not all ‘ that’s ok! We’d still love for you to apply.

  • Law or accounting degree, with a CA/CPA/CA or PLT qualification.
  • Several years’ experience in a similar role within a professional service, funds management, superannuation, banking or a related financial services environment.
  • Exposure to managed investment schemes or funds management structures highly regarded.
  • Strong technical knowledge of Australian tax legislation and tax advisory practices.

Our commitment to you 

At Pitcher Partners, we support you to lead your way with tailored development programs, study assistance, and secondment opportunities.

You can enjoy flexible work arrangements, generous leave options, and wellbeing initiatives including mental health support and onsite wellness activities.

Located right next door to Southern Cross Station, we offer a vibrant workplace with free barista made coffee and a culture that invests in your growth.

We’re proud to be a WORK180 Endorsed Employer for All Women. Earned through our continued commitment to the careers of women by offering benefits and policies that support diversity, equity and inclusion. Visit the Work180 Pitcher Partners Melbourne page to find out more.

How to apply

If you can see yourself as part of a team that’s about developing meaningful relationships with your clients and your colleagues, and leading with the best ideas, we want to hear from you. 

Our typical recruitment process for shortlisted applicants will include a phone screening, two interviews and role specific testing or case study. Our recruitment team will walk you through this process and will provide you with all the required information.  

Once advertising commences, we continually review applications, so encourage you to apply today if you can see yourself in this role.

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

We are open to discussing how any of our roles can be done on a part time basis and encourage you to let us know if you require any reasonable adjustments to the recruitment process. You can reach out to us at [email protected]

Note for recruitment agencies: While we appreciate the role recruitment agencies play in our recruitment strategy, unsolicited CV’s or profiles will not be considered. We will not be liable or responsible for any fees or costs associated with unsolicited CV’s or profiles that are shared.

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