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For Companies At a Glance
- Tasks: Lead a team providing top-notch tax advisory services for high-net-worth clients during major transactions.
- Company: Unity Advisory, a forward-thinking firm embracing AI and collaboration.
- Benefits: Inclusive culture, professional growth, and the chance to work on impactful projects.
- Why this job: Make a real difference in clients' financial journeys while working with innovative technology.
- Qualifications: Qualified accountant or Chartered Tax Advisor with extensive private client tax experience.
- Other info: Join a flat-structured team focused on delivering exceptional client outcomes.
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
At Unity Advisory, we pride ourselves on delivering exceptional service to high-net-worth individuals and their businesses. As a Private Client Tax Transactions Senior Manager, you will lead a team focused on providing high-quality tax advisory services to our affluent individual clients during significant transactions. You will manage complex projects and develop strategic relationships with key clients while delivering technically excellent solutions. Our tax team works collaboratively to provide tailored solutions that address the complex financial needs of our clients.
Key Responsibilities
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Provide tax advisory services on significant transactions including business disposals, acquisitions, restructuring, and succession planning
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Develop and implement tax-efficient structures for high-net-worth individuals during major financial events
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Build and maintain strong client relationships, serving as a trusted advisor on complex transaction matters
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Coordinate with other service lines to deliver integrated solutions that meet client needs
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Identify business development opportunities and contribute to practice growth
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Keep abreast of relevant tax legislation and regulatory changes that impact client transactions
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Prepare and review complex tax computations and ensure timely compliance with reporting requirements
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Embed AI-enabled analytics and automation into private client workflows to accelerate insight and reduce manual effort
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Partner with Digital & Transformation on systems automation, data engineering, and KPI dashboards to give clients real-time visibility
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Integrate with Finance Operations to strengthen reporting, close, and tax controls for transaction readiness
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Draw on managed services for scalable compliance delivery across returns, filings, and statutory accounts
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Lead and manage a team of tax professionals, providing guidance, mentoring, and development opportunities
Qualifications and Experience
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Qualified accountant (ACA, ACCA) and/or Chartered Tax Advisor (CTA) qualification
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Minimum 7-8 years of relevant private client tax experience, including significant transaction advisory work
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Commercial awareness and ability to identify client needs and opportunities
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Proven experience managing complex tax projects for high-net-worth individuals
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Strong technical knowledge of UK tax legislation affecting private clients
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Outstanding 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. 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 Tax Transactions Senior Manager employer: Unity Advisory
Contact Detail:
Unity Advisory Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Transactions Senior Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at Unity Advisory.
✨Tip Number 2
Prepare for interviews by researching Unity Advisory's approach to tax advisory services. Understand their client-centric model and think about how your experience aligns with their innovative, AI-enabled strategies.
✨Tip Number 3
Showcase your expertise! During interviews, be ready to discuss specific examples of complex tax projects you've managed. Highlight your ability to build strong client relationships and deliver tailored solutions.
✨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 the Unity Advisory team.
We think you need these skills to ace Private Client Tax Transactions Senior Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in private client tax transactions. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Technical Knowledge: Since this role requires a strong understanding of UK tax legislation, be sure to include specific examples of how you've navigated complex tax issues in the past. We love seeing candidates who can demonstrate their expertise!
Highlight Your Client Relationships: As a Private Client Tax Transactions Senior Manager, building strong client relationships is key. Share stories that illustrate your ability to connect with clients and provide them with tailored solutions. We’re all about that client-centric approach!
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Let’s make it happen!
How to prepare for a job interview at Unity Advisory
✨Know Your Tax Stuff
Make sure you brush up on UK tax legislation, especially as it pertains to high-net-worth individuals. Be ready to discuss recent changes and how they might impact clients during significant transactions.
✨Showcase Your Project Management Skills
Prepare examples of complex tax projects you've managed. Highlight your ability to lead teams and deliver tailored solutions, as this role requires strong project management and leadership skills.
✨Build Rapport with the Interviewers
Unity Advisory values collaboration, so be personable! Show your communication skills by engaging with the interviewers, asking insightful questions, and demonstrating your ability to build strong client relationships.
✨Embrace AI and Innovation
Since Unity Advisory is focused on embedding AI into their workflows, be prepared to discuss how you've used technology in your previous roles. Share any experiences with automation or data analytics that could enhance client service.
