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7 Director, US Funds Tax CV Templates with Example

By Ria · Last Updated On 19 October 2026
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This guide shows you how to create a Director, US Funds Tax CV that presents your technical judgement and leadership clearly. It explains how to organise your evidence and choose a format that is easy to review.

A strong CV for this role links fund tax advice with reliable reporting, transaction work and senior client service. Clear experience bullets can show your work across fund formations, cross-border structures, investor tax and team leadership.

Compare the example in 7 layouts using the PNG image previews, then open an option in the editor to customise it. The guide also covers ATS readability, useful CV sections and relevant terms such as Form 1065, Schedules K-1 and K-3, CFC, PFIC, QEF, ECI and FIRPTA.

What Makes a Great Director, US Funds Tax CV in 2026

A strong CV makes technical expertise, engagement leadership and client impact easy to find. Use focused experience bullets to show the scope of your fund reporting and transaction advice.

Include relevant terms such as Forms 1065, 8865 and 5471, along with investor tax and withholding topics. Add measurable results only when you can support them.

Note: CV examples are for educational purposes only. Use only information that accurately reflects your experience and qualifications. References to real organisations do not imply affiliation or endorsement.

#1 Plain Two Column Format CV Example

The Plain Two Column Format uses a two-column body to keep a detailed CV organised into separate reading areas.

 
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CV Snapshot

  • Target role: Director, US Funds Tax
  • 23 years advising private equity and alternative investment fund clients
  • Certified Public Accountant (CPA), Massachusetts
  • Bachelor of Science in Accounting, Boston University, 2002

Why This Format Works

  • Two columns let reviewers compare career progression with supporting details while keeping each area distinct.
  • Experience entries can retain detail while education and credentials remain easy to locate.
  • Separate reading areas keep skills and career history visible within the same CV view.

Best For

  • Extensive career records
  • Detailed skills and credentials
  • CVs with parallel supporting information
  • Reviewers comparing career sections
  • Dense experience entries needing separation

CV Keywords

  • Certified Public Accountant (CPA), Massachusetts
  • US Funds Tax
  • Private equity
  • advising private equity, alternative investment fund and asset management clients
  • Asset management
  • Direct US tax compliance, reporting and advisory engagements
  • Form 1065
  • Schedules K-1 and K-3
  • international information reporting on Forms 8865, 5471, 8858 and 926
  • cross border fund structures
  • CFC, PFIC and QEF
  • entity classification, check-the-box elections
  • Advise on ECI, FIRPTA
  • requirements of fund and investor reporting
  • Section 1445, Section 1446, Section 1446(f)
See all keywords
 

#2 Simple One Column Format CV Example

The Simple One Column Format keeps the CV in one vertical sequence, giving readers a direct path through its sections.

 
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Why This Format Works

  • A single vertical sequence keeps lengthy experience entries together for steady reading.
  • Skills, education and credentials can follow the career record without competing columns.
  • One reading path helps reviewers trace progression across successive roles.

Best For

  • Chronological career histories
  • Long-form role descriptions
  • Straightforward section-by-section review
  • CVs needing one reading path
  • Text-heavy professional records
 

#3 Clean Two Column Sidebar Format CV Example

The Clean Two Column Sidebar Format spreads CV information across two columns, offering a clear way to review extensive detail.

 
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Why This Format Works

  • Parallel content areas help reviewers move between employment history and supporting CV sections.
  • Career entries can be scanned as a continuous sequence without splitting the body across columns.
  • Distinct columns give skills and education space beside broader career detail.

Best For

  • Extensive CV details split into areas
  • Experience alongside supplementary sections
  • Readers switching between section groups
  • Technical profiles with detailed histories
  • Career histories covering many roles
 

#4 Two Column Format CV Example

With its two-column body, the Two Column Format groups CV details into parallel areas for a structured review.

 
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Why This Format Works

  • Side-by-side areas help reviewers distinguish detailed experience from other CV information.
  • Employment history can be checked alongside education without merging the two content groups.
  • Divided space supports a clear view of skills, credentials and career progression.

Best For

  • CVs balancing career and supporting information
  • Side-by-side section review
  • Detailed professional histories
  • CVs with skills, education and credentials
  • Readers who prefer divided content
 
 

#5 Photo Header Two Column Format CV Example

The Photo Header Two Column Format combines a header photo with a two-column CV body, balancing portrait presentation with organised content.

 
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Why This Format Works

  • Two body columns give employment history and supporting sections separate areas for review.
  • Parallel reading areas help keep detailed career entries distinct from skills and education.
  • The header photo adds a personal image, while the body remains organised in columns.

Best For

  • Portrait inclusion with an organised CV body
  • Photo-led header preference
  • Two-column information needs
  • A personal image in the header
  • Detailed histories with supporting sections
 

#6 Coloured Two Column Format CV Example

The Coloured Two Column Format presents CV details in two columns, which can make a long record easier to navigate.

 
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Why This Format Works

  • Two columns let reviewers locate education and credentials without losing the career history.
  • Separate areas can hold detailed work history and supporting skills in a balanced view.
  • Parallel reading helps readers compare role progression with other CV sections.

Best For

  • Long career records in separate areas
  • Readers preferring parallel CV sections
  • Extensive skills and credentials
  • Work history with supporting details
  • Side-by-side section comparison
 

#7 Stylish Two Column Designer Format CV Example

The Stylish Two Column Designer Format uses two columns to give CV sections a structured, side-by-side reading arrangement.

 
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Why This Format Works

  • Side-by-side CV areas offer a clear route between career entries and supporting information.
  • Readers can follow experience details while keeping education and credentials in view.
  • Two-column organisation gives technical skills space apart from the employment record.

Best For

  • CVs with dense experience details
  • Readers preferring parallel information
  • Career records with separate supporting content
  • Detailed skills beside career history
  • Structured review across CV sections
 
 

Why Build Your Director, US Funds Tax CV with ResumeInMinutes

ResumeInMinutes helps you organise your fund tax experience, technical skills and education in a clear CV. Compare PNG image previews, then open an example in the editor to customise its content and layout.

  • Coloured CV layouts
  • Clear, readable section structure
  • Space for role-specific keywords
  • Organised skills and experience
  • PNG image previews
  • CV customisation in the editor

Choose a format that makes your experience easy to follow. Keep the focus on fund reporting, cross-border tax analysis, client relationships and team development.

 

See Also

 

Frequently Asked Questions

Are these Director, US Funds Tax CV templates ATS-friendly?

The examples use readable headings and clear sections to support scanning. Include relevant terms naturally, such as Form 1065, Schedules K-1 and K-3, international information returns, CFC, PFIC and withholding.

Are these separate CV examples or different layouts of one example?

This page shows one role-focused CV example in different layouts. Compare the PNG image previews, then open an example in the editor to customise it.

What should a Director, US Funds Tax CV include?

Include a focused summary, relevant experience, education, CPA qualification and technical skills. Show evidence of fund reporting, transaction advice, investor tax, client leadership and team development.

Which CV layout works well for this role?

Choose a layout with clear headings and an easy-to-follow order for your summary, experience, skills and education. A simple structure helps recruiters and applicant tracking systems find key details.

How can I show US funds tax achievements on my CV?

Use concise bullet points to explain the work, your contribution and the result. You could describe a review process you improved, reporting you oversaw or a complex tax issue you explained to clients. Use figures only when they are accurate and supported.

Should I include a photo on my CV?

For UK applications, a photo is usually not needed. Use the space for relevant experience, technical skills and evidence of your work instead.

ATS score and CV checks

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ATS Score 100%

How we calculate this score

  • Keywords: 60% of the total. AI extracts keywords from your job description. If you do not provide one, a standard job description for the title matching your CV is used. This is not a match to a specific vacancy.
  • Text-based CV: 20%. The text CV assessed here receives 100 for this part.
  • CV quality: 20%. We start at 100 and subtract points for issues found by our CV checks, down to a minimum of zero.
  • Keyword coverage = round(100 × confirmed matches ÷ total keywords). Exact matches and supported equivalents verified by AI receive full credit; unsupported keywords receive none. Live text checks use the saved equivalents and do not request a new AI review. Without keywords, no overall ATS score is available.
  • Final score = 60% of keyword coverage + 20% of the text score + 20% of the quality score, rounded to a whole number. Without keywords, no overall ATS score is available.

What this score means

Our scores are estimates, not employer ratings. They may contain errors and do not guarantee accurate parsing, a ranking, an interview, or a job. Check your document against the employer’s requirements. You are responsible for relying on this score.

Terms and Conditions

Score weights: Keywords 60% · Text based CV 20% · CV quality 20%

Keyword coverage: 37 of 37 (100%) · CV quality: 100%

CV quality 100% · Weight 20% · Issues (0)

Details
  • ✓Name present: Joshua Mitchell
  • ✓Email format: joshua.mitchell@example.com
  • ✓Phone format: 07700 90XXXX
  • ✓Experience 1: Job title: Director, US Funds Tax
  • ✓Experience 1: Company name: Harbourstone Tax Partners
  • ✓Experience 1: Work location: London, United Kingdom
  • ✓Experience 1: Employment dates: Jan 2019 – Present
  • ✓Experience 1: Description or achievements: Present
  • ✓Experience 2: Job title: Senior Tax Director, US Funds
  • ✓Experience 2: Company name: Kingswell Advisory
  • ✓Experience 2: Work location: London, United Kingdom
  • ✓Experience 2: Employment dates: Jun 2015 – Dec 2018
  • ✓Experience 2: Description or achievements: Present
  • ✓Experience 3: Job title: Tax Director, Alternative Investments
  • ✓Experience 3: Company name: Northbank Tax Consulting
  • ✓Experience 3: Work location: London, United Kingdom
  • ✓Experience 3: Employment dates: Sep 2010 – May 2015
  • ✓Experience 3: Description or achievements: Present
  • ✓Experience 4: Job title: Senior Manager, US International Tax
  • ✓Experience 4: Company name: Cedar Bridge Tax LLP
  • ✓Experience 4: Work location: New York, United States
  • ✓Experience 4: Employment dates: Jul 2007 – Aug 2010
  • ✓Experience 4: Description or achievements: Present
  • ✓Experience 5: Job title: Tax Associate, US Funds and International Tax
  • ✓Experience 5: Company name: Whitcomb Tax & Co.
  • ✓Experience 5: Work location: Boston, United States
  • ✓Experience 5: Employment dates: Sep 2003 – Jun 2007
  • ✓Experience 5: Description or achievements: Present
  • ✓No placeholder fields
  • ✓No repeated achievement bullets
  • ✓No empty bullets

No issues found by the current checks.

Text Based CV 100% · Weight 20%

Parsed text
Joshua Mitchell
Director, US Funds Tax
07700 90XXXX
joshuamitchell
joshua.mitchell@example.com
London, EC2A 3LT
STRENGTHS
Practical tax advice
Translate complex US tax analysis into clear recommendations that help investment and legal teams assess transaction choices.
Technical review
Introduced a practical review approach for complex fund reporting, and received recognition from Harbourstone Tax Partners.
Client relationships
Maintain senior client relationships through timely advice, clear communication and proposals for further engagement.
Team coaching
Lead recurring knowledge sharing sessions and mentor colleagues on research, client communication and engagement responsibility.
Cross border coordination
Coordinate tax specialists across jurisdictions so fund clients receive accurate advice and reporting by agreed deadlines.
SUMMARY
US funds tax director with 23 years of experience advising private equity, alternative investment fund and asset management clients on compliance, reporting and complex advisory matters. CPA qualified, with expertise in US and cross border fund structures, investor tax and the private equity lifecycle. Lead multi jurisdictional engagements, advise on transactions and reporting, and build senior client relationships through clear, commercially focused advice. Develop new engagements, work with colleagues across practices and jurisdictions, and coach teams to improve the quality and consistency of fund tax delivery.
EXPERIENCE
Director, US Funds Tax
Harbourstone Tax Partners
Jan 2019 – Present
London, United Kingdom
Direct US tax compliance, reporting and advisory engagements for European private equity, real estate and alternative investment fund managers, coordinating specialists across jurisdictions to deliver accurate work to agreed deadlines.
Advise clients on fund formations, acquisitions, disposals, restructurings and continuation funds, translating complex US federal income tax analysis into commercially focused recommendations for investment and legal teams.
Oversee partnership reporting using Form 1065 and Schedules K-1 and K-3, alongside international information reporting on Forms 8865, 5471, 8858 and 926; introduced a review framework that improved consistency across large fund structures.
Guide clients through CFC, PFIC and QEF issues, entity classification, check-the-box elections and the US tax consequences of changes in entity classification, documenting the alternatives and practical effects for each structure.
Advise on ECI, FIRPTA and withholding obligations under Sections 1445 and 1446, including Forms 1042 and 1042-S; from 2019, added Section 1446(f) withholding and reporting analysis to partnership transfer reviews.
Since 2021, oversee Schedule K-3 reporting readiness, aligning international data collection and technical review with the requirements of fund and investor reporting.
Assess investor consequences for US taxable, US tax-exempt and non-US investors, including ECI, UBTI and blocker structures, and advise on cross-border financing, debt and equity characterisation, shareholder loans, and interest limitations under Sections 163(j) and 267(a).
Maintain senior client relationships and develop new engagements through market networking, proposals and pitches; coach tax professionals, support recruitment, share technical updates and improve internal processes while managing competing priorities.
Research complex US federal income tax questions and present written and verbal conclusions to senior clients, combining technical analysis with practical commercial recommendations for fund decisions.
Senior Tax Director, US Funds
Kingswell Advisory
Jun 2015 – Dec 2018
London, United Kingdom
Led US tax workstreams for private equity and alternative investment fund clients undertaking cross-border acquisitions, disposals, fund restructurings and new fund launches, coordinating advice with transaction and international tax colleagues.
Reviewed Form 1065 partnership returns, Schedules K-1 and international information returns, resolving complex classification and investor-allocation issues before delivery.
Advised fund managers on CFC and PFIC exposure, QEF elections, check-the-box planning and the consequences of entity classification changes, grounding recommendations in researched US federal income tax analysis.
Evaluated ECI, FIRPTA and withholding exposure under Sections 1445 and 1446, including the related Forms 1042 and 1042-S, and assessed the tax profile of US taxable, US tax-exempt and non-US investors.
Analysed cross-border debt and equity arrangements, shareholder loans and interest deductibility under Sections 163(j) and 267(a); explained findings to client finance teams in clear, commercially practical terms.
Managed senior client contacts and engagement delivery, developed proposals for follow-on work, and coached managers and junior colleagues through technical reviews and client presentations.
Prepared and presented proposals for additional fund tax engagements, linking identified investor reporting and transaction needs to defined delivery plans and strengthening client discussions about follow-on services.
Tax Director, Alternative Investments
Northbank Tax Consulting
Sep 2010 – May 2015
London, United Kingdom
Managed US tax compliance and advisory assignments for private equity, real estate and asset management clients, balancing recurring fund reporting with transaction-driven advice.
Directed fund formation and restructuring analysis, including partnership and corporate classification choices, check-the-box elections and the implications of changing an entity’s classification.
Researched cross-border investment questions involving CFC, PFIC and QEF rules, then presented options and risks to fund principals and their legal advisers.
Reviewed Forms 1065 and Schedules K-1, as well as Forms 5471, 8865, 8858 and 926, improving information gathering across layered fund and portfolio structures.
Assessed ECI, FIRPTA and withholding responsibilities for fund and investor transactions, including Sections 1445 and 1446 and applicable Forms 1042 and 1042-S.
Expanded client relationships through timely advice and proposal work, while overseeing team workloads, reviewing complex deliverables and developing colleagues’ technical capability.
Coordinated tax, legal and transaction advisers across jurisdictions on fund restructurings, reconciling entity and investor data before filing deadlines to provide clients with consistent cross-border recommendations.
Senior Manager, US International Tax
Cedar Bridge Tax LLP
Jul 2007 – Aug 2010
New York, United States
Delivered US tax compliance and advisory work for international investment structures, reviewing partnership and corporate filings for completeness and consistency with underlying transactions.
Prepared and reviewed Forms 1065, Schedules K-1 and international information returns, including Forms 5471, 8865, 8858 and 926, resolving reporting questions through documented research.
Analysed CFC, PFIC and QEF considerations, entity classification elections and cross-border investment structures, explaining technical conclusions to fund and asset management clients.
Assessed ECI, FIRPTA and US withholding issues under Sections 1445 and 1446, and supported reporting through Forms 1042 and 1042-S.
Reviewed financing arrangements involving shareholder loans and debt or equity characterisation, including interest deductibility under Sections 163(j) and 267(a), and supervised associate work on concurrent engagements.
Researched complex US federal income tax issues and documented practical conclusions for client reporting and transaction decisions, helping resolve technical questions consistently across concurrent engagements.
Tax Associate, US Funds and International Tax
Whitcomb Tax & Co.
Sep 2003 – Jun 2007
Boston, United States
Prepared partnership returns and investor schedules for private equity and real estate fund clients, developing a reliable grounding in Form 1065 and Schedule K-1 reporting.
Compiled international tax information for Forms 5471, 8865, 8858 and 926, reconciling client records and escalating inconsistencies for senior review.
Researched ECI, FIRPTA, investor withholding and entity classification questions, documenting findings for review by engagement managers.
Supported fund formation and investment projects by tracking entity information, reviewing transaction documents and preparing clear workpapers for client deliverables.
SKILLS
Alternative funds
International tax
Investor taxation
US funds tax
Business development
Partnership reporting
Cross border finance
Client relationships
Technical research
Tax compliance
Team coaching
Asset management
Fund structuring
Withholding tax
Private equity
LANGUAGES
English
Native
French
Intermediate
MY CAREER
23.2Years
Director, US Funds Tax at Harbourstone Tax Partners (7.8 Years)
Senior Tax Director, US Funds at Kingswell Advisory (3.6 Years)
Tax Director, Alternative Investments at Northbank Tax Consulting (4.8 Years)
Senior Manager, US International Tax at Cedar Bridge Tax LLP (3.2 Years)
Tax Associate, US Funds and International Tax at Whitcomb Tax & Co. (3.8 Years)
LEADERSHIP, AWARDS & RECOGNITION
Recognised by Harbourstone Tax Partners for technical coaching and developing a practical review approach for complex fund reporting.
Led recurring knowledge sharing sessions on US international fund tax developments for colleagues across tax and transaction advisory teams.
Mentored managers and senior associates in client communication, technical research and progression to greater engagement responsibility.
EDUCATION
Bachelor of Science in Accounting
Boston University
2002
Boston, United States
CERTIFICATIONS
Certified Public Accountant (CPA), Massachusetts
2005
US International Taxation Continuing Education Course
2022
TECHNICAL SKILLS
Partnership Tax Forms: Form 1065, Schedule K-1, Schedule K-3
International Tax Forms: Form 5471, Form 8865, Form 8858
Investor Reporting Forms: Form 926, Form 1042, Form 1042-S
US Tax Statutes: Section 1445, Section 1446, Section 1446(f)
Interest Tax Provisions: Section 163(j), Section 267(a), Section 897
International Tax Regimes: CFC rules, PFIC rules, QEF elections
Entity Tax Elections: Check-the-box elections, Form 8832, Form 8833
Withholding Tax Regimes: FIRPTA withholding, ECI withholding, Section 1446 withholding
Fund Tax Concepts: UBTI, ECI, blocker corporations
Fund Structures: Limited partnerships, corporations, disregarded entities
PROFESSIONAL AFFILIATIONS
Member, American Institute of Certified Public Accountants, supporting continued engagement with accounting and tax practice.
Member, Chartered Institute of Taxation, participating in a professional community focused on tax knowledge and practice.

Matched keywords (37)

  • Certified Public Accountant (CPA), MassachusettsOriginal keyword in JD: US CPA OR Enrolled Agent (EA)
  • US Funds Tax
  • Private equity
  • advising private equity, alternative investment fund and asset management clientsOriginal keyword in JD: Alternative investment funds
  • Asset management
  • Direct US tax compliance, reporting and advisory engagementsOriginal keyword in JD: US tax compliance and reporting
  • Form 1065
  • Schedules K-1 and K-3
  • international information reporting on Forms 8865, 5471, 8858 and 926Original keyword in JD: International information returns: Forms 8865, 5471, 8858 and 926
  • cross border fund structures
  • CFC, PFIC and QEF
  • entity classification, check-the-box electionsOriginal keyword in JD: Entity classification and check-the-box elections
  • Advise on ECI, FIRPTAOriginal keyword in JD: ECI and FIRPTA
  • requirements of fund and investor reportingOriginal keyword in JD: Fund and investor withholding
  • Section 1445, Section 1446, Section 1446(f)Original keyword in JD: Sections 1445, 1446 and 1446(f)
  • Forms 1042 and 1042-S
  • US taxable, US tax-exempt and non-US investors
  • UBTI and blocker structures
  • cross-border financing
  • debt and equity characterisation
  • shareholder loans
  • interest deductibility under Sections 163(j) and 267(a)
  • Research complex US federal income tax questionsOriginal keyword in JD: US federal income tax research and analysis
  • fund formations
  • fund formations, acquisitions, disposals, restructuringsOriginal keyword in JD: Acquisitions, disposals and restructurings
  • continuation funds
  • Lead multi jurisdictional engagementsOriginal keyword in JD: Complex tax engagement leadership
  • Maintain senior client relationshipsOriginal keyword in JD: Senior client relationship management
  • translating complex US federal income tax analysis into commercially focused recommendationsOriginal keyword in JD: Commercially focused tax advice
  • Business development
  • Prepared and presented proposalsOriginal keyword in JD: Proposal and pitch development and presentation
  • coordinating specialists across jurisdictionsOriginal keyword in JD: Cross-jurisdictional collaboration
  • coach tax professionalsOriginal keyword in JD: Team coaching and development
  • support recruitmentOriginal keyword in JD: Recruitment support
  • improve internal processesOriginal keyword in JD: Process improvement
  • managing competing prioritiesOriginal keyword in JD: Competing-priority management
  • present written and verbal conclusions to senior clientsOriginal keyword in JD: Written and verbal communication

Missing keywords (0)

No missing keywords.

Disclaimer: All names, images, contact information, employment histories, achievements, security clearances, military credentials, and other qualifications shown in this content are fictional and used for illustrative purposes only. Any resemblance to actual persons, living or deceased, is purely coincidental.

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