Private Client Manager (Tax)

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Unity Advisory is a next-generation advisory firm. 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.

About the Role

A dynamic and client-focused role for an experienced professional specialising in UK private client tax advisory services. The position requires expertise in advising high-net-worth individuals, families, and executives with complex, multi-jurisdictional tax affairs. The role focuses on providing solutions related to residence, domicile, inheritance tax, trusts, succession, and tax-efficient wealth structuring while fostering long-lasting client relationships and leveraging AI-driven processes. We are focused on providing expert advice and are keen to build the team with standout advisers who make a real difference for clients.

Responsibilities

• Provide expert advice on UK private client tax matters, including multi-jurisdictional challenges.
• Develop tailored solutions for high-net-worth individuals, families, and family offices.
• Advise on residence, domicile, inheritance tax, trusts, and succession planning.
• Collaborate on transactional tax work from a shareholder perspective where applicable.
• Lead complex, multi-specialist client engagements with autonomy and precision.
• Drive business development and expand key client accounts.
• Utilise AI and automation to enhance scalability and service delivery.
• Mentor and develop high-potential talent, contributing to succession planning.

Qualifications

• Bachelor’s degree in Accounting, Finance, or other.
• A professional certification (e.g. ACA, ACCA, CTA) is preferred.
• Minimum of 4 years of experience in personal tax (advisory)
• Strong knowledge of UK tax laws and regulations.
• Experience with technology and AI in tax compliance processes.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong communication and interpersonal skills.

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

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Consulting

• Industries

  Business Consulting and Services and Professional Services

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