Full-Time

M&A Tax Director

Updated on 9/4/2026

Unity Advisory

Unity Advisory

51-200 employees

AI-driven CFO advisory for mid-market

No salary listed

London, UK

Hybrid

Hybrid working in London; Mayfair is one listed office location.

Category
Consulting (1)

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Requirements
  • Extensive experience in United Kingdom and international mergers and acquisitions tax, ideally from a Big Four firm, law firm, or specialist advisory background.
  • Passion for using artificial intelligence and technology to improve advisory outcomes and client experience.
  • Demonstrated ability to deliver strategic, practical advice under tight deal timelines and across varied transaction structures.
  • Strong grasp of deal dynamics and how tax considerations influence pricing, structure, and post-deal value.
  • Proven track record in client relationship management and business development in a deals environment.
  • Collaborative leadership style with a low-ego, high-impact mindset.
  • Professional qualification such as Chartered Tax Adviser, Association of Chartered Certified Accountants, Chartered Accountant, or equivalent.
Responsibilities
  • Lead the delivery of United Kingdom and international mergers and acquisitions tax advisory services, including structuring, due diligence, sale and purchase agreement negotiation, and post-deal integration.
  • Advise private equity firms, corporates, and family offices on complex deals across sectors and geographies.
  • Deliver risk-balanced, commercially focused tax advice that supports decision-making across the transaction lifecycle.
  • Combine deep technical insight with commercial strategy to help clients unlock value and navigate complexity.
  • Collaborate with the artificial intelligence and automation team to design new tools and delivery methods for tax and transaction support.
  • Support business development efforts, contribute to market positioning, and grow a strong, loyal client base.
  • Build and lead a high-performing, collaborative transactions tax team aligned with the flat and agile operating model.

Unity Advisory is a London-based advisory firm focusing on non-audit CFO services, including Finance, Deals & Value Capture, and Tax Matters. It uses an AI-first delivery model embedded in its operations to improve efficiency and offers flexible, outcomes-based fees. It differentiates itself by being audit-free, privately backed, and led by former Big Four leaders, serving upper mid-market and private-equity-backed companies. Its goal is to be a trusted, conflict-free adviser that helps CFOs drive finance transformation, execute deals, and optimize tax.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

2025

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Simplify Jobs

Simplify's Take

What believers are saying

  • Marc Lien became chief AI officer in April 2026, strengthening the technology-led delivery model.
  • Unity targets PE-backed upper mid-market clients, a segment demanding CFO transformation and deal support.
  • The firm expanded to 100 employees by April 2026, showing early hiring traction.

What critics are saying

  • Without audit relationships, Deloitte, PwC, EY, and KPMG retain deeper client penetration.
  • Unity reached 100 employees by April 2026, but lacks proven recurring revenue and reference clients.
  • If Warburg Pincus deployment stalls by 2027, Unity faces existential funding pressure.

What makes Unity Advisory unique

  • Warburg Pincus committed up to $300 million to Unity Advisory on June 30, 2025.
  • Marissa Thomas and Steve Varley bring PwC and EY operating experience directly into leadership.
  • Unity excludes audit, enabling AI-first, conflict-free CFO advisory and value-based pricing.

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Benefits

Flexible Work Hours

Hybrid Work Options

Growth & Insights

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%