About Unity Advisory
Built for the AI-enabled world, we operate a lean, conflict-free, and client-centric model that embeds AI across all workstreams.
With no audit practice, we do not have the audit-related conflicts which allows us to focus entirely on delivering value to clients with agility and innovative, outcome-based commercial models. Our culture is highly collaborative and flat-structured and free of traditional partner P&L silos –pursuing the best outcomes for our clients.
The RoleWe're looking for an Equity Reward Tax Director to join our rapidly growing team at Unity Advisory. In this role, you'll be a key leader in or Incentives and Employment Taxes team. We're building a straightforward, commercial, open, experimental, team-first culture. Our mission is to help CFOs drive their businesses forward with AI-enabled advisory services—always putting people at the very heart of what we do. You would work with private equity-backed and upper mid-market businesses to design, implement, and optimise equity incentive plans that drive value creation and align stakeholder interests as part of a wider team or on stand-alone projects.
ResponsibilitiesLead complex equity advisory engagements with C-suite executives and PE sponsors as part of a transaction or on strategic projects
Design and implement the full range of incentive plans, from Management Incentive Plans (MIPs) through to tax-efficient share schemes
Provide strategic counsel on equity compensation matters in M&A, restructuring, and exit scenarios
Build and lead a high-performing team of equity specialists
Partner with our Product and AI teams to shape our growing suite of automation tools
Drive business development through thought leadership and relationship building with key clients
Qualifications
A seasoned professional with 10+ years of experience in equity advisory with a focus on M&A
Deep technical expertise in equity issues arising in transactions and a working knowledge of UK tax-advantaged share schemes (EMI, CSOP)
Strong commercial acumen with experience supporting PE transactions and management teams
Proven ability to build relationships with C-suite executives and investment professionals and win work
Excellent project management skills with the ability to lead multiple engagements simultaneously
Exceptional communicator who can translate complex technical concepts into practical, commercial advice
Forward-thinking mindset, comfortable with using technology to enhance service delivery.
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
PLEASE BE ADVISED THAT WE DO NOT ACCEPT ANY UNSOLICITED CVS FROM THIRD PARTIES
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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]
