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're hiring a Senior Manager for our Equity Reward Tax team. You'll draw on Deals experience to advise private (including PE-backed) and listed companies on employee share plans and equity incentives — EMI, CSOP, growth shares, MIPs and listed plan structures — working directly with CFOs, HR, legal and investor stakeholders across the deal lifecycle.
Responsibilites
Lead strategic client engagements involving equity incentive design, implementation, and governance for private (including PE-backed) and listed companies.
Advise on EMI, CSOP, growth shares, MIPs, RSUs, LTIPs, option plans, and hybrid structures, with a deep understanding of tax, legal, and accounting implications.
Deliver commercially grounded advice aligned with corporate transactions (e.g., investment rounds, exits, IPOs) and ongoing employee/shareholder alignment.
Work closely with tax, legal, corporate finance, and valuation teams to deliver integrated, high-quality solutions.
Drive scalable delivery by implementing AI-enabled tools across modelling, documentation, and communications.
Lead business development across key accounts and industry sectors, identifying cross-service opportunities and building long-term client relationships.
Develop and mentor team members, build succession pipelines, and foster technical excellence across the equity and reward specialism.
Contribute to new proposition development in response to evolving market, regulatory, and investor needs.
Qualifications
A professional qualification (e.g., CTA, ACA, solicitor) is preferred.
Significant experience (typically 8+ years) advising on UK equity incentives, ideally with exposure to both private and listed companies in a Deals environment.
Deep understanding of equity design, implementation, tax treatment, and exit scenarios, including specific experience in private equity-backed structures.
Proven leadership of complex, multi-disciplinary advisory projects with CFO, RemCo, or investor engagement.
Experience using AI and automation in modelling, reporting, or documentation is advantageous.
Commercial acumen and proven ability to grow accounts and originate new opportunities.
Strong people leadership and team development capability.
Excellent communication, negotiation, and relationship management skills.
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.
EQUAL OPPORTUNITY STATEMENT
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
- Significant experience, typically 8 or more years, advising on UK equity incentives
- Experience with private and listed companies in a Deals environment
- Deep understanding of equity design, implementation, tax treatment, and exit scenarios
- Experience with private equity-backed structures
- Leadership of complex, multidisciplinary advisory projects
- Engagement experience with CFOs, Remuneration Committees, or investors
- Commercial acumen and ability to grow accounts and originate opportunities
- People leadership and team development capability
- Excellent communication, negotiation, and relationship management skills
- Professional qualification such as CTA, ACA, or solicitor
- Experience using AI and automation in modelling, reporting, or documentation
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]
