Manager – Private Business and Family Advisory

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

Reporting to a Principal, the Manager plays a pivotal role within the firm, partnering close with clients and the internal team to create value and drive improvements for our clients by providing comprehensive advisory services.

In this client-facing leadership role, you will be responsible for managing client relationships, overseeing workflow delivery, and coaching, mentoring, and developing people within your team.

As a Manager, you will balance technical expertise, commercial judgement, and people leadership, contributing to both client success and the ongoing growth of the firm.

Key Responsibilities

The Manager role is a diverse support function with key responsibilities in the following areas:

Accounting Function

• Competent with identifying and managing tax issues such as Division 7A loans, fringe benefits tax, CGT events, SBE and depreciation concessions
• Required to prepare financial statements, activity statements and tax returns for all entity types and individuals
• Required to undertake periodic management reporting, budgeting, forecasting on a monthly, quarterly or annual basis as required
• Analyse financial data to identify trends, variances, and areas for improvement, providing valuable insights to clients and senior management.
• Assist in the preparation of management reports, financial forecasts, and budgeting processes to support strategic decision-making.
• Provide tax planning advice and identify tax-saving opportunities for clients.
• Stay updated with changes in tax legislation and regulations, ensuring clients are aware of their tax obligations and benefits.
• Stay updated with accounting standards, regulations, and industry best practices to ensure compliance in financial reporting and accounting practices.
• Assist in the implementation of internal controls, policies, and procedures to mitigate risk and maintain the integrity of financial information.
• Attends and completes either internal or external mandatory technical trainings

Systems & Processes

• Proficient with the use of Xero and other accounting software programs
• Have a good working knowledge of the firm’s business systems and process and with direction, be able to identify the appropriate recourses to apply them
• Ability to improve systems, procedures and initiate corrective actions
• Establish and enforce proper accounting methods, policies, and principles

Client Service and Relationship Management 

• Manage a portfolio of clients, serving as the primary point of contact and building strong client relationships based on trust and reliability.
• Understand clients’ specific needs, objectives, and industry dynamics to provide tailored accounting and advisory services.
• Respond to client queries, provide guidance, and address concerns promptly, ensuring exceptional client service delivery.
• Contribute towards bids/ and proposals with the view of engaging new or repeated work
• Independently sourcing and engaging with external network opportunities to build future client pipelines
• Support with talent pipeline engagement opportunities such as involvement in university career days, promoting internal job opportunities amongst network and referring viable candidates
• Assisting in the management of a $600k+ portfolio of fees

Team Supervision and Development 

• Supervise and provide guidance to junior accountants, reviewing their work, and providing constructive feedback.
• Coach, mentor and supervise junior staff members by providing timely feedback, supporting with technical training, setting up frequent 1:1’s to identify professional development opportunities and implement personal development plans where appropriate
• Assist in the recruitment and training of new team members, fostering a collaborative and high-performance team environment.
• Continuously develop and enhance your own technical skills and knowledge through professional development activities.

Who we are after

Essential Criterial

• Fully qualified with a CA or CPA accreditation
• Familiar with accounting software such as Xero, Now Infinity, Practice Ignition, GreatSoft etc.
• 7+ years supervising, leading and mentoring staff

Personal and Technical Skills 

• 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
• 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 staff level, and each explores how to lead with impact.

Join a team with heart

You’ll be part of a supportive, people-first culture that genuinely values connection and wellbeing. We actively support our people through:

• Flexible working arrangements
• 12 weeks paid parental leave
• Community leave
• Employee Assistance Program (EAP)
• Firm-subsidized social club and events
• Workplace giving initiatives, 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. 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 up with the best ideas, we want to hear from you. Apply now or email your cover letter and CV to [email protected].

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 on application.