Director - M&A Tax

Posted 4 Days Ago
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Mayfair, CA, USA
Hybrid
Senior level
Artificial Intelligence • Cloud • Professional Services
The Role
Lead and scale M&A and transactional tax offering, advising on UK and international deal structuring, due diligence, SPA negotiation and post-deal integration. Work with private equity, corporates and family offices to provide commercially focused tax advice across the transaction lifecycle. Collaborate with the in-house AI team to build delivery tools, support business development, and build a high-performing transactions tax team with partnership potential.
Summary Generated by Built In

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

We are looking for Deals Tax Directors to lead and scale our M&A and transactions tax offering. Working alongside market leaders in M&A Advisory Services, we are looking for individuals who have the ambition and credentials to achieve Partnership with the next couple of years. This is a strategic leadership role for someone who thrives at the intersection of technical rigour, commercial insight, and deal execution.

You’ll be a key part of our growth story—advising on high-value transactions while helping to reimagine how M&AT ax is delivered in a technology-enabled world. You’ll work closely with our in-house AI team to co-create delivery tools that give clients faster, clearer answers and a more responsive advisory experience.

Responsibilities

  • Lead the delivery of UK and international M&A tax advisory services including structuring, due diligence, SPA negotiation, and post-deal integration

  • Advise private equity, corporates, and family offices on complex deals across sectors and geographies

  • Deliver risk-balanced, commercially focused tax advice that supports confident decision-making across the transaction lifecycle

  • Combine deep technical insight with commercial strategy to help clients unlock value and navigate complexity

  • Collaborate with Unity’s AI and automation team to design new tools and delivery methods for tax and transaction support

  • Support business development efforts, contribute to market positioning, and grow a strong, loyal client base

  • Build and lead a high-performing, collaborative transactions tax team aligned with Unity’s flat and agile operating model

What you'll bring

  • Extensive experience in UK and international M&A tax, ideally from a Big 4, law firm, or specialist advisory background

  • Passion for using AI and technology to improve advisory outcomes and client experience

  • Demonstrated ability to deliver strategic, practical advice under tight deal timelines and across varied transaction structures

  • Strong grasp of deal dynamics and how tax considerations influence pricing, structure, and post-deal value

  • Proven track record in client relationship management and business development in a deals environment

  • Collaborative leadership style with a low-ego, high-impact mindset

  • Professional qualification (CTA, ACA, ACCA or equivalent)

Work Environment

A truly hybrid and flexible working environment. We offer the opportunity to be at the forefront of AI-driven advisory services. You’ll be working on cutting-edge projects and encouraged to deploy the latest analytical tools and approaches.

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

Skills Required

  • Extensive experience in UK and international M&A tax (deal structuring, due diligence, SPA negotiation, post-deal integration)
  • Experience advising private equity, corporates, and family offices on complex transactions
  • Professional qualification (CTA, ACA, ACCA or equivalent)
  • Proven track record in client relationship management and business development in a deals environment
  • Demonstrated ability to deliver strategic, practical advice under tight deal timelines across varied transaction structures
  • Experience building and leading a transactions tax team
  • Passion for using AI and technology to improve advisory outcomes and client experience
  • Background from Big 4, law firm, or specialist advisory (ideal)
  • Collaborative leadership style with low-ego, high-impact mindset
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The Company
HQ: London
26 Employees

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]

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