Private Client Tax Transactions Senior Manager
Unity Advisory is a challenger advisory firm.
Unity Advisory is a pure-play, experience-led CFO advisory firm providing integrated finance, commercial, tax and deals support. We are free from audit conflicts and AI-enabled by design, combining deep technical expertise with automation, analytics and AI embedded into the delivery of every engagement. We are building an alternative to traditional advisory firms, focused on clarity over complexity, outcomes over hours, and practical advice delivered at pace for CFOs making high-consequence decisions.
Our culture is deliberately simple and high-performance: Straightforward, Commercial, Open, Experimental and Team-First.
The role
At Unity Advisory, we pride ourselves on delivering exceptional service to high-net-worth individuals and their businesses. As a Private Client Tax Transactions Senior Manager, you will lead a team focused on providing high-quality tax advisory services to our affluent individual clients during significant transactions. You will manage complex projects and develop strategic relationships with key clients while delivering technically excellent solutions. Our tax team works collaboratively to provide tailored solutions that address the complex financial needs of our clients.
Key Responsibilities
Provide tax advisory services on significant transactions including business disposals, acquisitions, restructuring, and succession planning
Develop and implement tax-efficient structures for high-net-worth individuals during major financial events
Build and maintain strong client relationships, serving as a trusted advisor on complex transaction matters
Coordinate with other service lines to deliver integrated solutions that meet client needs
Identify business development opportunities and contribute to practice growth
Keep abreast of relevant tax legislation and regulatory changes that impact client transactions
Prepare and review complex tax computations and ensure timely compliance with reporting requirements
Embed AI-enabled analytics and automation into private client workflows to accelerate insight and reduce manual effort
Partner with Digital & Transformation on systems automation, data engineering, and KPI dashboards to give clients real-time visibility
Integrate with Finance Operations to strengthen reporting, close, and tax controls for transaction readiness
Draw on managed services for scalable compliance delivery across returns, filings, and statutory accounts
Lead and manage a team of tax professionals, providing guidance, mentoring, and development opportunities
Qualifications and Experience
Qualified accountant (ACA, ACCA) and/or Chartered Tax Advisor (CTA) qualification
Minimum 7-8 years of relevant private client tax experience, including significant transaction advisory work
Commercial awareness and ability to identify client needs and opportunities
Proven experience managing complex tax projects for high-net-worth individuals
Strong technical knowledge of UK tax legislation affecting private clients
Outstanding communication and interpersonal skills
Additional Information
At Unity Advisory, we are committed to providing an inclusive and accessible recruitment process. In line with the Equality Act 2010, we will accommodate any suitable candidate requiring assistance to attend or conduct an interview. If you need any adjustments or support, please let us know when either scheduling your interview or in your application cover letter. We are dedicated to ensuring that everyone has an equal opportunity to succeed and are here to support you throughout the process.
PLEASE BE ADVISED THAT WE DO NOT ACCEPT ANY UNSOLICITED CVS FROM THIRD PARTIES