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 inclusive work culture, offering a truly hybrid and flexible environment where employees can thrive. With a strong focus on professional growth, you will have the opportunity to directly influence security operations while working alongside a talented team in a cutting-edge advisory firm that embraces AI-driven solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Manager (Tax) in London
✨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 (Tax) in London
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!
