At a Glance
- Tasks: Provide expert tax advice to high-net-worth clients and develop tailored solutions.
- Company: Join Unity Advisory, a forward-thinking firm embracing AI for client-centric services.
- Benefits: Inclusive culture, professional development, and opportunities to mentor future talent.
- Other info: Collaborative environment with a flat structure and no audit conflicts.
- Why this job: Make a real impact in a dynamic role focused on innovative tax solutions.
- Qualifications: Experience in personal tax advisory and strong knowledge of UK tax laws required.
The predicted salary is between 36000 - 60000 £ per year.
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. Our culture is highly collaborative and flat-structured, 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.
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. 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 (Tax) in London employer: Unity Advisory
Unity-Advisory is an exceptional employer that fosters a dynamic and innovative work culture in the heart of Greater London. With a strong emphasis on employee growth, we offer flexible working arrangements and opportunities to lead cutting-edge projects in R&D tax advisory, particularly in the exciting realm of AI. Join us to not only advance your career but also to make a meaningful impact in the industry.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Manager (Tax) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. The more people know you’re looking for a Private Client Manager role, the better your chances of landing that dream job.
✨Tip Number 2
Prepare for interviews by researching Unity Advisory and understanding their client-centric model. Be ready to discuss how your experience with multi-jurisdictional tax matters can add value to their innovative approach.
✨Tip Number 3
Showcase your expertise! Bring examples of how you've successfully advised high-net-worth clients in the past. Highlight your problem-solving skills and how you’ve leveraged technology and AI in your previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Private Client Manager (Tax) in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Private Client Manager role. Highlight your experience with UK private client tax matters and any relevant qualifications, like ACA or CTA, to show us you’re the right fit!
Showcase Your Expertise:Don’t hold back on detailing your knowledge of multi-jurisdictional tax affairs and your ability to develop tailored solutions. We want to see how you can bring value to our clients and leverage AI in your approach.
Be Authentic:Let your personality shine through in your application. We’re all about collaboration and a flat structure, so showing us who you are and how you work with others will definitely make you stand out!
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 from our team!
How to prepare for a job interview at Unity Advisory
✨Know Your Tax Stuff
Make sure you brush up on UK tax laws and regulations, especially those related to high-net-worth individuals. Be ready to discuss complex multi-jurisdictional tax issues and how you've tackled them in the past.
✨Showcase Your Client-Centric Approach
Unity Advisory values a client-focused model, so be prepared to share examples of how you've built long-lasting relationships with clients. Highlight your ability to develop tailored solutions that meet their unique needs.
✨Embrace AI and Technology
Since the role involves leveraging AI-driven processes, demonstrate your familiarity with technology in tax compliance. Share any experiences where you've used tech to enhance service delivery or improve efficiency.
✨Be Ready for Collaboration
With a flat-structured culture, teamwork is key. Prepare to discuss how you've collaborated with others on complex projects and how you can contribute to mentoring and developing talent within the team.
