At a Glance
- Tasks: Manage a portfolio of private clients and enhance tax delivery using technology.
- Company: Unity Advisory, an innovative CFO advisory platform focused on AI-driven solutions.
- Benefits: Flexible hybrid work environment and opportunities for professional growth.
- Other info: Inclusive recruitment process ensuring equal opportunities for all candidates.
- Why this job: Join a fast-growing team and shape the future of tax advisory with cutting-edge technology.
- Qualifications: ACA, ATT or CTA qualified with 3+ years in private client tax.
The predicted salary is between 50000 - 60000 £ per year.
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 technology can 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.
Private Client Manager in City of Westminster employer: Unity Advisory
Unity Advisory is an exceptional employer that fosters a collaborative and innovative work culture, allowing employees to thrive in a hybrid and flexible environment. With a strong focus on technology and AI-driven advisory services, team members are encouraged to explore new tools and approaches, ensuring meaningful engagement with clients while supporting their professional growth. Joining Unity Advisory means being part of a fast-growing firm where your contributions directly impact the success of high-net-worth individuals and businesses.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Manager in City of Westminster
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Unity Advisory, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Manager in City of Westminster
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Unity Advisory's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Unity Advisory. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Unity Advisory!
How to prepare for a job interview at Unity Advisory
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Unity Advisory.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Unity Advisory. It helps to show our commitment!
