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For Companies At a Glance
- Tasks: Lead a team providing top-notch tax advisory services for high-net-worth clients.
- Company: Unity Advisory, an innovative firm focused on AI-driven solutions.
- Benefits: Inclusive culture, professional growth, and a collaborative work environment.
- Why this job: Make a real impact by advising affluent clients on significant financial transactions.
- Qualifications: Qualified accountant or Chartered Tax Advisor with 7-8 years of experience.
- Other info: Join a flat-structured team that values agility and client-centric solutions.
The predicted salary is between 43200 - 72000 £ per year.
Overview
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 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.
Responsibilities
- Provide tax advisory services on significant transactions including business disposals, acquisitions, restructuring, and succession planning
- Develop and implement tax-efficient structures for high-net-worth individuals during major financial events
- Build and maintain strong client relationships, serving as a trusted advisor on complex transaction matters
- Coordinate with other service lines to deliver integrated solutions that meet client needs
- Identify business development opportunities and contribute to practice growth
- Keep abreast of relevant tax legislation and regulatory changes that impact client transactions
- Prepare and review complex tax computations and ensure timely compliance with reporting requirements
- Embed AI-enabled analytics and automation into private client workflows to accelerate insight and reduce manual effort
- Partner with Digital & Transformation on systems automation, data engineering, and KPI dashboards to give clients real-time visibility
- Integrate with Finance Operations to strengthen reporting, close, and tax controls for transaction readiness
- Draw on managed services for scalable compliance delivery across returns, filings, and statutory accounts
- Lead and manage a team of tax professionals, providing guidance, mentoring, and development opportunities
Qualifications
- Qualified accountant (ACA, ACCA) and/or Chartered Tax Advisor (CTA) qualification
- Minimum 7-8 years of relevant private client tax experience, including significant transaction advisory work
- Commercial awareness and ability to identify client needs and opportunities
- Proven experience managing complex tax projects for high-net-worth individuals
- Strong technical knowledge of UK tax legislation affecting private clients
- 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! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly to hiring managers.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with complex tax projects and your understanding of UK tax legislation. This is your moment to shine and demonstrate why you're the perfect fit for the role.
✨Tip Number 3
Prepare for interviews by researching Unity Advisory's approach to client service and AI integration. Tailor your answers to reflect their values and how you can contribute to their innovative model. This shows you're not just interested in any job, but specifically in being part of their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining Unity Advisory and are ready to take that next step in your career.
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 for the Private Client Tax Transactions Senior Manager role. Highlight your relevant experience in tax advisory services and any specific projects that showcase your skills in managing complex transactions.
Showcase Your Technical Knowledge: We want to see your understanding of UK tax legislation and how it impacts high-net-worth individuals. Include examples of how you've applied this knowledge in previous roles, especially during significant financial events.
Demonstrate Your Client Relationship Skills: As a trusted advisor, your ability to build and maintain strong client relationships is key. Share stories or examples that illustrate how you've successfully managed client expectations and delivered tailored solutions.
Apply Through Our Website: We encourage you to submit your application through our website. This ensures that your application is reviewed promptly and gives us a chance to see your enthusiasm for joining Unity Advisory right from the start!
How to prepare for a job interview at Unity Advisory
✨Know Your Tax Legislation
Make sure you brush up on the latest UK tax legislation that affects private clients. Being able to discuss recent changes and how they impact high-net-worth individuals will show your expertise and readiness for the role.
✨Demonstrate Client-Centric Thinking
Unity Advisory values a client-centric approach, so be prepared to share examples of how you've built strong relationships with clients in the past. Highlight your ability to identify their needs and provide tailored solutions during significant transactions.
✨Showcase Your Project Management Skills
As a Senior Manager, you'll be managing complex projects. Be ready to discuss specific projects you've led, the challenges you faced, and how you successfully navigated them. This will demonstrate your capability to handle the responsibilities of the role.
✨Embrace AI and Innovation
Since Unity Advisory is focused on embedding AI into workflows, come prepared to discuss how you've used technology to enhance your work. Share any experiences with automation or data analytics that could benefit the firm and its clients.
