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 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.
The Role
We're building out our capital allowances offering and are looking for a Manager. You'll run a portfolio of client engagements, from single-asset claims through to large multi-site capital expenditure projects, working across all sectors. You'll support the technical lead on claims, act as the main point of contact for clients, and drive growth in this part of the practice.
This is a genuine opportunity to shape how the team operates, not slot into an existing one. Unity's technology and AI tools handle the heavy lifting on claim preparation and data analysis, freeing you up for the technical judgement and client relationships that actually move the needle.
Responsibilities
Lead a portfolio of capital allowances engagements across multiple sectors.
Prepare, review and submit capital allowances claims, ensuring technical accuracy and compliance with current legislation.
Advise clients on fixed asset tax treatment, expenditure planning and related incentives, including structures and buildings allowances and R&D-adjacent capital reliefs.
Manage HMRC correspondence and enquiries, negotiating on clients' behalf where needed.
Interpret asset schedules, fixed asset registers and financial data to identify qualifying expenditure and maximise client outcomes.
Produce clear, well-structured technical reports and client-facing deliverables.
Coach junior team members through day-to-day oversight, review and quality control.
Contribute to business development, including proposals, pitches and opportunities within existing client relationships.
Qualifications
Strong analytical skills — able to interpret financial data and asset schedules, and pick up new digital tools quickly.
Solid track record in capital allowances or fixed asset tax advisory, gained at an established advisory or accountancy firm.
Strong technical knowledge of UK capital allowances legislation, comfortable managing multiple live engagements at once.
CTA, ACA, ACCA, RICS or equivalent qualification.
Confident communicator — credible with senior stakeholders, able to explain complex tax positions in plain terms.
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 NOTE: We do not accept unsolicited CVs from third-party agencies.
Skills Required
- Strong analytical skills, including interpreting financial data and asset schedules and learning digital tools quickly
- Solid track record in capital allowances or fixed asset tax advisory at an established advisory or accountancy firm
- Strong technical knowledge of UK capital allowances legislation
- Ability to manage multiple live engagements simultaneously
- CTA, ACA, ACCA, RICS, or equivalent qualification
- Confident communication skills with senior stakeholders and ability to explain complex tax positions clearly
What We Do
At Unity Advisory we offer a new perspective. Focused on the office of the CFO, with big firm experience, deep expertise and sector knowledge. We are an AI and Cloud first business which strives to use all that we have and know to deliver services and products that are valued and provide value, always. We are a partner led, client first and adaptable business. Free from the traditional conflicts of interest. Our portfolio of services and products currently covers, Tax, Office of the CFO, Advisory, Transformation and Managed Services. This will evolve as we adapt in response to the needs of our clients. Our target client segment is mid to upper mid-market businesses, including PE backed businesses. We’re building a culture that’s Straightforward, Intentionally Commercial, Open, Experimental, and Team-First. Unity Advisory is scaling fast — driven by client demand, clear ambition, and a team of experienced people who want to work differently. We’re supported by long-term investment from Warburg Pincus, one of the world’s leading private equity firms. We’re looking for high performers who want more — more ownership, more variety, and more impact. If you’re ready to help shape something new and do your best work in a team that does things differently, we’d love to hear from you. Get in touch at [email protected]
