About Unity Advisory
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 built 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.
The Role
Valuations are central to the PE and mid-market agenda. Transactions, growth, incentivisation and exits all rely on clear, defensible advice, and we are looking for either a full or part time Director to lead this function. At Unity, you will help shape that capability within a firm built to operate differently. You will work closely with senior decision-makers, influence how we take valuations to market and play a visible role in building the practice as we scale. Partner-led. Technology-powered. Focused on high-impact advisory
Responsibilities
Lead tax and transaction valuation engagements across compliance, reporting and restructuring.
Deliver and review UK tax compliance valuations, including:
Share-based payments and employment-related securities (management incentive plans, growth shares and hurdle modelling, restricted securities and discount analysis, valuations for reporting and clearance processes).
Capital gains and inheritance tax (market value for private company shares, minority discounts and control premiums, valuations of goodwill and other intangibles, trusts and estate planning).
Stamp taxes (market value analysis for share transfers and consideration allocation in complex transactions).
Support transactions and corporate restructurings, including purchase price allocation and tax basis step-ups (fair value of tangible and intangible assets, tax amortisation benefit modelling, deferred tax impacts).
Value intangible assets, including brand, technology and customer-related intangibles, with support for IP migration or centralisation and exit charge modelling.
Provide valuation support for corporate reorganisations (demergers, hive-downs, group restructurings, capital reductions and share reorganisations), including cross-border structuring.
Advise on transfer pricing and international tax valuation matters, including DEMPE analyses, hard-to-value intangibles, intercompany financing (interest rate benchmarking, guarantees and financial instruments, convertibles and hybrid features), and profit split and residual valuation models.
Manage contentious and dispute work, including HMRC enquiries and negotiations (defence of valuations, technical position papers, settlement and negotiation modelling) and litigation support (independent expert reports, shareholder disputes and tax tribunal evidence).
Act as a trusted adviser to CFOs and PE sponsors.
Contribute to winning work and growing the practice.
Work with our tech and product teams to embed smarter, AI-enabled delivery.
What you'll bring
8 to 12 plus years in valuations or deals, with strong PE and mid-market exposure.
Proven experience preparing and reviewing tax valuations of unquoted shares and business assets.
Confidence dealing with HMRC and defending technical positions.
Strong commercial judgement and client presence.
Experience leading teams and taking ownership of outcomes.
Interest in using technology and AI to improve quality and efficiency.
What you'll get from us
We are partner-led, commercially minded and building differently.
If you want more ownership, more visibility and a real say in how a valuations practice is shaped, this is the point to step in.
Working at Unity Advisory
We offer a truly hybrid and flexible working environment and the opportunity to be at the forefront of AI-driven advisory services. You’ll be part of a highly collaborative, flat-structured culture, empowered to contribute to the way we scale our business and support our clients.
This is an exciting opportunity to join a fast-growing firm and accelerate your career in professional services.
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 everyone has an equal opportunity to succeed and are here to support you throughout the process.
PLEASE NOTE: We do not accept unsolicited CVs from third-party agencies.