Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead advisory services for family-owned businesses, focusing on tax and wealth planning.
- Company: Unity Advisory, a forward-thinking firm embracing AI for innovative client solutions.
- Benefits: Inclusive culture, professional growth opportunities, and a collaborative work environment.
- Why this job: Make a real impact by guiding family businesses through complex challenges.
- Qualifications: Qualified accountant or tax advisor with 7-8 years of family business experience.
- Other info: Join a dynamic team dedicated to delivering exceptional service and support.
The predicted salary is between 43200 - 72000 £ per year.
Unity Advisory is a challenger 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.
The Role
Unity Advisory delivers exceptional service to family-owned businesses and their shareholders. As a Private Client Family Business Senior Manager, you will lead our advisory services to family-owned businesses, helping them navigate the complex intersection of family dynamics, ownership structures, and business operations. You will develop and maintain deep relationships with key family business clients, providing strategic tax and wealth planning advice.
Responsibilities
- Provide comprehensive tax and business advisory services to family-owned businesses and their shareholders
- Lead the development and implementation of succession planning strategies for family businesses
- Advise on governance structures that balance family and business interests
- Coordinate with wealth management, legal, and other advisors to deliver holistic solutions
- Manage complex projects involving multiple stakeholders and family members
- Develop and manage a team of professionals, providing mentoring and technical guidance
- Identify and pursue business development opportunities within the family business sector
- Keep abreast of legislative changes affecting family businesses and communicate implications to clients
- Facilitate family meetings and discussions around business strategy and wealth transfer
- Use AI-enabled analytics to surface insights on ownership, governance, and succession scenarios, reducing manual analysis time and improving outcomes
- Leverage Digital & Transformation for systems automation and KPI dashboards tailored to family enterprise needs, giving real-time visibility to owners and boards
- Connect with Finance Operations to strengthen reporting, controls, and compliance that underpin family decision-making and transactions
- Offer managed services to scale compliance and accounting activities across operating entities and family offices
Qualifications And Experience
- Qualified accountant (ACA, ACCA) and/or Chartered Tax Advisor (CTA) qualification
- Minimum 7-8 years of experience working with family-owned businesses
- Strong understanding of the dynamics and challenges specific to family businesses
- Experience in succession planning, governance structures, and shareholder agreements
- Excellent relationship management skills with the ability to build trust with multiple family members
- Commercial acumen and ability to understand both business and personal objectives
- Strong technical knowledge of tax legislation affecting family businesses
- Leadership experience with proven ability to develop and motivate teams
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.
Locations
Private Client Family Business Senior Manager employer: Unity Advisory
Contact Detail:
Unity Advisory Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Family Business Senior Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the family business sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with someone from Unity Advisory or similar firms, share your insights on family business dynamics and succession planning. This not only demonstrates your knowledge but also positions you as a thought leader in the field.
✨Tip Number 3
Prepare for interviews by understanding Unity Advisory’s unique approach. Familiarise yourself with their AI-enabled services and client-centric model. Tailor your responses to highlight how your experience aligns with their innovative strategies and collaborative culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our team at Unity Advisory. Let’s make it happen!
We think you need these skills to ace Private Client Family Business Senior Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Client Family Business Senior Manager role. Highlight your experience with family-owned businesses and any relevant qualifications, like ACA or CTA, to show us you’re the right fit.
Showcase Your Relationship Skills: Since this role involves building trust with family members, share examples of how you've successfully managed relationships in previous roles. We want to see your ability to connect and communicate effectively!
Demonstrate Your Leadership Experience: We’re looking for someone who can lead a team and mentor others. Include specific instances where you’ve developed or motivated a team, as this will help us understand your leadership style and capabilities.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved.
How to prepare for a job interview at Unity Advisory
✨Know Your Family Business Dynamics
Before the interview, brush up on the unique challenges and dynamics that family-owned businesses face. Understanding these nuances will help you demonstrate your expertise and show how you can provide tailored advisory services.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've built trust and maintained relationships with multiple stakeholders in previous roles. Unity Advisory values strong relationship management, so be ready to discuss how you can connect with various family members and their interests.
✨Highlight Your Technical Knowledge
Make sure you're well-versed in the latest tax legislation affecting family businesses. Be prepared to discuss how this knowledge can benefit potential clients and how you can leverage AI-enabled analytics to improve outcomes.
✨Demonstrate Leadership Experience
Unity Advisory is looking for someone who can develop and motivate teams. Share specific instances where you've successfully led a team or project, focusing on your mentoring approach and how you foster collaboration among team members.
