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For Companies At a Glance
- Tasks: Provide tax and business advisory services to family-owned businesses and lead succession planning.
- Company: Join Unity Advisory, a leader in family business consultancy.
- Benefits: Inclusive workplace, professional growth, and a chance to make a real impact.
- Why this job: Shape the future of family businesses while developing your leadership skills.
- Qualifications: Qualified accountant or tax advisor with 7-8 years of experience.
- Other info: Supportive environment with a focus on diversity and inclusion.
The predicted salary is between 43200 - 72000 £ per year.
Overview
Private Client Family Business Tax Senior Manager
Join to apply for the Private Client Family Business Tax Senior Manager role at Unity Advisory.
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
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 BE ADVISED THAT WE DO NOT ACCEPT ANY UNSOLICITED CVS FROM THIRD PARTIES
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Private Client Family Business Tax 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 Tax Senior Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the family business sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at Unity Advisory.
✨Tip Number 2
Get involved in relevant events and workshops. Attend seminars or webinars focused on family business tax issues. This not only boosts your knowledge but also helps you meet potential employers and showcase your expertise.
✨Tip Number 3
Prepare for interviews by brushing up on your understanding of succession planning and governance structures. Be ready to discuss how you can add value to family-owned businesses, especially in terms of tax advisory services.
✨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 joining Unity Advisory and contributing to our mission.
We think you need these skills to ace Private Client Family Business Tax 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 Tax 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 Skills: Don’t just list your qualifications; demonstrate how your skills align with the responsibilities mentioned in the job description. For instance, if you’ve led succession planning strategies before, share specific examples that illustrate your success.
Be Personable: Since this role involves managing relationships with family members, let your personality shine through! Use a friendly tone in your cover letter and show us how you build trust and rapport with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Unity Advisory
✨Know Your Stuff
Make sure you brush up on the latest tax legislation affecting family businesses. Being able to discuss recent changes and their implications will show that you're not just knowledgeable but also proactive in your field.
✨Showcase Your Leadership Skills
Prepare examples of how you've developed and motivated teams in the past. Unity Advisory is looking for someone who can lead, so be ready to share specific instances where your leadership made a difference.
✨Understand Family Dynamics
Family businesses have unique challenges. Familiarise yourself with common governance structures and succession planning strategies. This will help you connect with the interviewers and demonstrate your understanding of their needs.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle complex projects involving multiple stakeholders. Think through some scenarios in advance, focusing on your problem-solving skills and ability to balance family and business interests.
