Private Client Family Business Tax Senior Manager

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

Unity Advisory delivers exceptional service to family-owned businesses and their shareholders. As a Private Client Family Business Senior Manager, you will lead our advisory services to family-owned businesses, helping them navigate the complex intersection of family dynamics, ownership structures, and business operations. You will develop and maintain deep relationships with key family business clients, providing strategic tax and wealth planning advice.

Responsibilities

• Provide comprehensive tax and business advisory services to family-owned businesses and their shareholders

• Lead the development and implementation of succession planning strategies for family businesses

• Advise on governance structures that balance family and business interests

• Coordinate with wealth management, legal, and other advisors to deliver holistic solutions

• Manage complex projects involving multiple stakeholders and family members

• Develop and manage a team of professionals, providing mentoring and technical guidance

• Identify and pursue business development opportunities within the family business sector

• Keep abreast of legislative changes affecting family businesses and communicate implications to clients

• Facilitate family meetings and discussions around business strategy and wealth transfer

• Use AI-enabled analytics to surface insights on ownership, governance, and succession scenarios, reducing manual analysis time and improving outcomes

• Leverage Digital & Transformation for systems automation and KPI dashboards tailored to family enterprise needs, giving real-time visibility to owners and boards

• Connect with Finance Operations to strengthen reporting, controls, and compliance that underpin family decision-making and transactions

• Offer managed services to scale compliance and accounting activities across operating entities and family offices

Qualifications and Experience

• Qualified accountant (ACA, ACCA) and/or Chartered Tax Advisor (CTA) qualification

• Minimum 7-8 years of experience working with family-owned businesses

• Strong understanding of the dynamics and challenges specific to family businesses

• Experience in succession planning, governance structures, and shareholder agreements

• Excellent relationship management skills with the ability to build trust with multiple family members

• Commercial acumen and ability to understand both business and personal objectives

• Strong technical knowledge of tax legislation affecting family businesses

• Leadership experience with proven ability to develop and motivate teams

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