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Unity Advisory

AI-driven CFO advisory for mid-market

Senior Manager Equity Tax

Full-TimeUpdated on 10/16/2026
No salary listed
Expert
United Kingdom
Hybrid
ConsultingHuman Capital & Change Consulting

About the job

Requirements
  • Significant experience, typically 8+ years, advising on UK equity incentives, ideally with exposure to both private and listed companies in a Deals environment.
  • Deep understanding of equity design, implementation, tax treatment, and exit scenarios, including specific experience in private equity-backed structures.
  • Proven leadership of complex, multi-disciplinary advisory projects with CFO, RemCo, or investor engagement.
  • Commercial acumen and proven ability to grow accounts and originate new opportunities.
  • Strong people leadership and team development capability.
  • Excellent communication, negotiation, and relationship management skills.
Responsibilities
  • Lead strategic client engagements involving equity incentive design, implementation, and governance for private (including PE-backed) and listed companies.
  • Advise on EMI, CSOP, growth shares, MIPs, RSUs, LTIPs, option plans, and hybrid structures, with a deep understanding of tax, legal, and accounting implications.
  • Deliver commercially grounded advice aligned with corporate transactions, including investment rounds, exits, and IPOs, and ongoing employee/shareholder alignment.
  • Work closely with tax, legal, corporate finance, and valuation teams to deliver integrated, high-quality solutions.
  • Drive scalable delivery by implementing AI-enabled tools across modelling, documentation, and communications.
  • Lead business development across key accounts and industry sectors, identifying cross-service opportunities and building long-term client relationships.
  • Develop and mentor team members, build succession pipelines, and foster technical excellence across the equity and reward specialism.
  • Contribute to new proposition development in response to evolving market, regulatory, and investor needs.
Desired Qualifications
  • A professional qualification, such as CTA, ACA, or solicitor.
  • Experience using AI and automation in modelling, reporting, or documentation.

About the company

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'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%