Capital Allowances Lead — Drive Client Engagements

Unity Advisory; Wideopen; Sur place; GBP 85 000 - 110 000; Plein temps

Résumé du poste

Unity Advisory is expanding its capital allowances practice and seeks a Manager to lead a portfolio of client engagements across sectors. You will work with the technical lead and clients, driving growth while overseeing data analysis powered by AI tools that support claim preparation.

The role blends technical accuracy with strong client management, offering a chance to shape how the team delivers high-quality advisory services to CFOs and senior stakeholders.

Qualifications

• Strong analytical skills — able to interpret financial data and asset schedules.
• Solid track record in capital allowances or fixed asset tax advisory, gained at an established advisory or accountancy firm.
• Strong technical knowledge of UK capital allowances legislation; comfortable managing multiple live engagements.

Responsabilités

• Lead a portfolio of capital allowances engagements across multiple sectors.
• Prepare, review and submit capital allowances claims, ensuring technical accuracy and compliance with current legislation.
• Advise clients on fixed asset tax treatment, expenditure planning and related incentives, including structures and buildings allowances and R&D-adjacent capital reliefs.
• Manage HMRC correspondence and enquiries, negotiating on clients' behalf where needed.
• Interpret asset schedules, fixed asset registers and financial data to identify qualifying expenditure and maximise client outcomes.
• Produce clear, well-structured technical reports and client-facing deliverables.
• Coach junior team members through day-to-day oversight, review and quality control.
• Contribute to business development, including proposals, pitches and opportunities within existing client relationships.

Connaissances

Strong analytical skills

Confident communicator

Formation

CTA, ACA, ACCA, RICS or equivalent qualification

Description du poste

Unity Advisory is expanding its capital allowances practice and seeks a Manager to lead a portfolio of client engagements across sectors. You will work with the technical lead and clients, driving growth while overseeing data analysis powered by AI tools that support claim preparation.

The role blends technical accuracy with strong client management, offering a chance to shape how the team delivers high-quality advisory services to CFOs and senior stakeholders.