unity-advisory - Valuations Director
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Requirements
• 8 to 12 plus years in valuations or deals, with strong PE and mid-market exposure. • Proven experience preparing and reviewing tax valuations of unquoted shares and business assets. • Confidence dealing with HMRC and defending technical positions. • Strong commercial judgement and client presence. • Experience leading teams and taking ownership of outcomes. • Interest in using technology and AI to improve quality and efficiency. • What you'll get from us • We are partner-led, commercially minded and building differently. • If you want more ownership, more visibility and a real say in how a valuations practice is shaped, this is the point to step in. • Working at Unity Advisory
Responsibilities
• Lead tax and transaction valuation engagements across compliance, reporting and restructuring. • Deliver and review UK tax compliance valuations, including: • Share-based payments and employment-related securities (management incentive plans, growth shares and hurdle modelling, restricted securities and discount analysis, valuations for reporting and clearance processes). • Capital gains and inheritance tax (market value for private company shares, minority discounts and control premiums, valuations of goodwill and other intangibles, trusts and estate planning). • Stamp taxes (market value analysis for share transfers and consideration allocation in complex transactions). • Support transactions and corporate restructurings, including purchase price allocation and tax basis step-ups (fair value of tangible and intangible assets, tax amortisation benefit modelling, deferred tax impacts). • Value intangible assets, including brand, technology and customer-related intangibles, with support for IP migration or centralisation and exit charge modelling. • Provide valuation support for corporate reorganisations (demergers, hive-downs, group restructurings, capital reductions and share reorganisations), including cross-border structuring. • Advise on transfer pricing and international tax valuation matters, including DEMPE analyses, hard-to-value intangibles, intercompany financing (interest rate benchmarking, guarantees and financial instruments, convertibles and hybrid features), and profit split and residual valuation models. • Manage contentious and dispute work, including HMRC enquiries and negotiations (defence of valuations, technical position papers, settlement and negotiation modelling) and litigation support (independent expert reports, shareholder disputes and tax tribunal evidence). • Act as a trusted adviser to CFOs and PE sponsors. • Contribute to winning work and growing the practice. • Work with our tech and product teams to embed smarter, AI-enabled delivery.
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