Manager - Private Business Family Advisory
Job details
Pitcher Partners Sydney is a Professional Chartered Accounting firm located in the heart of the CBD. We are a 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. Due to ongoing growth, we currently have a vacancy for an enthusiastic and driven Manager to join our Private Business Family Advisory Division – specializing 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 provide 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. 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, and professionals – with a specialty in managing the tax affairs for families with international obligations. 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.
- Monitor works in progress to ensure it is maintained at an acceptable level and achieves the expected results.
- Undertake planning, lead and deliver on engagements.
- 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 outcomes, work products, barriers to success and changes in scope or expectations.
- Delegate routine tasks and provide constructive feedback.
- Supervise, develop, and train teams while providing technical advice and insight.
- Provide encouragement and support to teams to resolve issues as they arise.
- Lead the team with confidence and provide motivation to perform well.
- Review productivity levels and identify additional or surplus staff needs regarding scheduling requirements.
- Collect and review team time sheets.
- Ability to develop strong connections with clients through discussions and email.
- 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.
- Ability to adapt to different situations.
- Works cooperatively and shares knowledge.
- CA or Tax Qualification.
- 1-3 years assistant manager experience.
- Willingness to improve expertise through professional development opportunities.
- Excellent communication and interpersonal skills.
- Ability to work directly with partners.
- Ability to work independently and lead a 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.
- Experience in managing and coaching a supportive team.
- Ability to network and build relationships with both colleagues and clients.
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