Supervisor – Private Business & Family Advisory

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 Supervisor or Manager to join our Private Business Family Advisory division.

The Role:

You will become a part of a fast-growing business unit with a broad range of high-net-worth clients from a number of industries and countries.

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. We have a flat line management structure, providing easy access to multiple Partners, whilst working predominantly with the team management team.

The successful candidate will build on their existing personal tax advisory skills and deal directly with the team and partners to support high net worth family groups, many with international obligations. We work across a broad range of high-net-worth family groups from inherited wealth to private equity and fund managers building their own wealth and senior executives and board members.

Key Responsibilities:

• Being first point of contact for compliance matters for family groups and their other strategic advisors.
• Developing solid relationships with wealth advisors, bankers and lawyers that support our client base.
• Reviews financial statements, tax returns, activity statements, and other work prepared by offshore and graduates.
• Prepares more complex tax returns for family groups including how to report complex financial instruments and managing foreign exchange matters.
• Strong role model for juniors with an solid understanding of the importance of quality work papers for both compliance and advisory matters.
• Has the ability to analyse client data and provide financial insights and propose strategies to help manage, protect and enhance a client’s wealth.

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.

The candidate will have completed their CA/CPA program or a globally recognised post graduate tax qualification. Have a minimum of 5 years of experience in a similar role in a chartered accounting firm or commercial business.

We are particularly looking for:

• Ability to build strong relationships with clients, the team and other stakeholders.
• Problem solving skills – you will be able to demonstrate the ability to “think outside the square”
• A confident demeanor and the ability to interface with clients, and earn their trust.
• Be inquisitive about personal financial strategies and produce both domestically and internationally.
• Strong interpersonal skills to mentor and train junior staff
• Strong attention to detail, without accepting mediocrity.

Our business is structured so that over the longer term, you will develop your own career path and build your own job profile – find what you want to be famous for. You will be supported and encouraged to achieve your own goals and objectives and will be rewarded for displaying entrepreneurial initiative.

The salary range for this role is $95,000-$120,000 package (inclusive of superannuation).

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.