unity-advisory - Private Client Manager
Requirements
• ACA, ATT or CTA qualified • 3+ years of private client tax experience, ideally in a professional services or advisory environment • Real technical knowledge across income tax, CGT and IHT; trust experience is a plus • Genuine interest in how technology can improve tax delivery — familiarity with existing tools is useful; intellectual curiosity about AI and automation matters more • Strong communicator — comfortable dealing directly with clients and explaining complex positions clearly • Organised and dependable, able to manage your own workload and client deadlines • Commercial awareness and an appetite to grow with the firm, learning from the expert team around you. • Shape [data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAAAXNSR0IArs4c6QAAAARnQU1BAACxjwv8YQUAAAAJcEhZcwAADsMAAA7DAcdvqGQAAAANSURBVBhXY2BgYGAAAAAFAAGKM+MAAAAAAElFTkSuQmCC] • Work Environment
Responsibilities
• Support the team in managing a portfolio of private clients including HNWIs, entrepreneurs, trusts and estates across income tax, CGT and IHT advisory work and associated compliance. • Support partners and senior colleagues on advisory matters including shareholder tax planning, tax residency , succession planning, and transactions. • Manage self-assessment tax return preparation and delivery alongside related compliance obligations. • Liaise directly with clients and HMRC, handling correspondence and enquiries with confidence • Identify opportunities to use technology and automation to improve how work is delivered — and actively push for those improvements • Contribute to business development activity including proposals and client meetings • Shape [data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAAAXNSR0IArs4c6QAAAARnQU1BAACxjwv8YQUAAAAJcEhZcwAADsMAAA7DAcdvqGQAAAANSURBVBhXY2BgYGAAAAAFAAGKM+MAAAAAAElFTkSuQmCC]
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