Unity Advisory
51 - 200 employees
🤝 B2B
💸 Finance
🤖 Artificial Intelligence
B2B • Finance • Artificial Intelligence
Unity Advisory is an AI-driven advisory firm that partners with CFOs and finance leaders to deliver high-impact financial and operational transformation. The firm combines large-language models, data-led insights, and streamlined workflows to provide bespoke advisory services and value-add products designed to improve efficiency, scalability, and enterprise growth while avoiding conflicts tied to statutory audit. Unity Advisory serves ambitious companies with B2B advisory, talent-led execution, and technology-enabled solutions focused on the office of the CFO.
Senior Manager – R&D Tax, Tax & Costing
🕒 April 15
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Unity Advisory
51 - 200 employees
🤝 B2B
💸 Finance
🤖 Artificial Intelligence
B2B • Finance • Artificial Intelligence
Unity Advisory is an AI-driven advisory firm that partners with CFOs and finance leaders to deliver high-impact financial and operational transformation. The firm combines large-language models, data-led insights, and streamlined workflows to provide bespoke advisory services and value-add products designed to improve efficiency, scalability, and enterprise growth while avoiding conflicts tied to statutory audit. Unity Advisory serves ambitious companies with B2B advisory, talent-led execution, and technology-enabled solutions focused on the office of the CFO.
📋 Description
• Own the end-to-end financial and tax-technical delivery of R&D tax claims • Analyse client cost bases to identify and quantify qualifying R&D expenditure • Lead detailed cost reviews with finance teams • Navigate the complexities of the merged scheme • Prepare and review robust claim reports and supporting schedules • Stay ahead of legislative and case-law developments • Work alongside the Technology & Science team • Manage HMRC enquiries and voluntary disclosures • Develop and maintain trust-based senior client relationships • Provide leadership, coaching, and technical oversight to junior team members • Actively adopt, build, and improve AI-driven tools and workflows • Contribute to business development, pricing strategy, thought leadership
🎯 Requirements
• Deep expertise in the tax and financial mechanics of UK R&D tax relief • Proven ability to navigate complex corporate cost structures • Strong working knowledge of HMRC’s R&D compliance framework • Excellent project management skills • Exceptional stakeholder management skills • ACA, CTA, ATT qualified or equivalent practical experience • Enthusiasm for AI and technology • Collaborative, entrepreneurial mindset
🏖️ Benefits
• Hybrid and highly flexible working environment • Inclusiveness and accessibility in recruitment process
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