Private Client Tax Transactions Senior Manager

Unity Advisory; United Kingdom; On-site; GBP 60,000 - 90,000; Full time

Job summary

A challenger advisory firm in the United Kingdom is seeking a Private Client Tax Transactions Senior Manager. In this role, you will lead a team to provide high-quality tax advisory services to affluent clients during significant transactions. The ideal candidate will have at least 7–8 years of experience in private client tax advisory and strong knowledge of UK tax legislation. This position offers the opportunity to work in a collaborative environment focused on innovative solutions.

Qualifications

• Minimum 7–8 years of relevant private client tax experience, including transaction advisory work.
• Strong technical knowledge of UK tax legislation affecting private clients.
• Outstanding communication and interpersonal skills.

Responsibilities

• Provide tax advisory services on significant transactions.
• Develop tax-efficient structures for high-net-worth individuals.
• Manage complex tax projects for high-net-worth individuals.
• Lead and manage a team of tax professionals.

Skills

Tax advisory services

Strong communication skills

Project management

Client relationship management

Commercial awareness

Education

Qualified accountant (ACA, ACCA)

Chartered Tax Advisor (CTA)

Job description

Private Client Tax Transactions Senior Manager

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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.

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

• 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 And Experience

• 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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