About Unity Advisory
Unity Advisory is a pure-play, experience-led CFO advisory platform. 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 are free from the conflicts that constrain the traditional Big Four — which means we focus entirely on delivering value to clients with agility and outcome-based commercial models. Our culture is highly collaborative, flat-structured and free of traditional partner P&L silos.
The Role
We are growing our tax capability and looking for a Private Client Tax Manager to join the team.
Our clients are entrepreneurs, business owners, high-net-worth individuals and their families. We want someone who thinks about how technologycan help them help their clients — someone curious about how AI, automation and modern tax tools can make delivery of advice sharper and give advisors more time to spend with clients to gain the greatest understanding of their affairs.
If you are the kind of person who has looked at a manual process and thought “there has to be a better way,” you will fit in here!
Responsibilities
Support the team in managing a portfolio of private clients including HNWIs, entrepreneurs, trusts and estates across income tax, CGT and IHT advisory work and associated compliance.
Support partners and senior colleagues on advisory matters including shareholder tax planning, tax residency , succession planning, and transactions.
Manage self-assessment tax return preparation and delivery alongside related compliance obligations.
Liaise directly with clients and HMRC, handling correspondence and enquiries with confidence
Identify opportunities to use technology and automation to improve how work is delivered — and actively push for those improvements
Contribute to business development activity including proposals and client meetings
What You’ll Bring
ACA, ATT or CTA qualified
3+ years of private client tax experience, ideally in a professional services or advisory environment
Real technical knowledge across income tax, CGT and IHT; trust experience is a plus
Genuine interest in how technology can improve tax delivery — familiarity with existing tools is useful; intellectual curiosity about AI and automation matters more
Strong communicator — comfortable dealing directly with clients and explaining complex positions clearly
Organised and dependable, able to manage your own workload and client deadlines
Commercial awareness and an appetite to grow with the firm, learning from the expert team around you.
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. This is a fantastic opportunity to join a fast-growing business and shape your career.
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 THAT WE DO NOT ACCEPT ANY THIRD PARTY UNSOLICITED CVS
Skills Required
- ACA, ATT or CTA qualified
- 3+ years private client tax experience
- Technical knowledge of income tax, CGT and IHT
- Experience preparing and delivering self-assessment tax returns
- Comfortable liaising with clients and HMRC and handling enquiries
- Experience in a professional services or advisory environment
- Trust experience
- Familiarity with tax technology/tools and interest in AI/automation
- Strong communication, organisation and ability to manage deadlines
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]
