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Analyst/Senior Analyst (Funds Management)

Full time
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Pitcher Partners Melbourne
Consulting & professional services
501-1,000 employees
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Analyst/Senior Analyst, Funds Management

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.

Our commitment to you

At Pitcher Partners we believe success is better shared. We invest in the future of our people, and a culture that supports us all. When you embark on a career with us, we support your journey in various ways:

Your development

  • Tailored leadership and professional development programs
  • Secondment opportunities across practice groups internally and internationally through the Baker Tilly International network
  • Study support to enhance your career and impact including CA and other post graduate study

Your leave and flexibility

  • Hybrid and flexible working arrangements, and dress for your day
  • Time In Lieu and client leadership program leave
  • Paid parental leave, community leave, purchased leave and public holiday swap programs

Your health, finance, and extras

  • Mental health first aid training
  • Onsite massages and Pilates
  • Employee Assistance Program
  • Lifestyle and retail discounts through Pitcher+
  • Free barista made coffee from our onsite café, The Hub
  • Income protection insurance
  • Convenient CBD location by Southern Cross station

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 a full breakdown of our benefits.

About the 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 to indirectly to our managed funds tax advisory partner.

Key responsibilities

  • Preparing special purpose financial statements for trusts and companies
  • 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
  • Preparing ongoing quarterly and annual lodgement obligations

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.

  • Related tertiary qualifications in accounting and current experience in an accounting or tax role within a professional services firm
  • Keen learner and effective communicator
  • Strong collaboration skills

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 .

“We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant."

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.