Job Title:
Portfolio Manager - Business Growth
Job Description:
We are seeking an experienced Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a portfolio of diverse growth clients, including privately owned corporate groups, high-net wealth families, trusts, and other privately owned entities.
You will oversee tax compliance, financial statements, planning, and assisting on advisory services for extensive client groups featuring diverse entity types such as trusts, companies, partnerships, and individuals.
Working directly with Partners and senior Tax specialists in delivering advice to privately owned corporate groups, high-net-worth individuals, family businesses, and their owners on intricate tax matters, including restructures, domestic transactions, capital gains tax, Division 7A, and specific trust issues.
Required Skills and Qualifications:
* Relevant tertiary qualifications in Commerce, Accounting or Tax
* Minimum 5+ years experience providing Australian tax compliance or business advisory services to corporate entities, high-wealth high-net worth individuals and private family group, preferably gained with a mid-tier or Big-4 firm in Australia.
* Excellent client facing skills with the confidence to lead client meetings and build a network.
Benefits:
At our organization, we offer a dynamic and inclusive culture of globally connected teams. We'll develop you with future-focused skills and equip you with world-class experiences.
Flexible work arrangements: Our flexible work policies empower you to balance your professional and personal life, fostering a culture of trust and autonomy.
A comprehensive benefits package includes a yearly wellness incentive, access to additional 8 weeks of flex leave per year, and family-friendly policies, including 26 weeks of gender-neutral paid parental leave.
Others:
Ideally, you'll also have the skills and attributes below but don't worry if you don't tick all the boxes. We're interested in your aptitude, attitude and willingness to learn.
* With a passion for tax, you value career long learning and innovation.
* Experience managing a portfolio of clients.
* You are committed to sharing your experience to develop junior team members.
* High level communication and engagement skills, the ability to coordinate and manage multiple tasks and work effectively in a dynamic team.