AI
UK
US English

7 Manager - Funds Tax CV Templates with Example

By Ria · Last Updated On 18 October 2026
View in Editor
Generate a Free CV Like This
CV example — page 1
Generate a Free CV Like ThisView This CV in EditorView in Editor

This guide shows you how to create a Manager - Funds Tax CV that presents your tax expertise and delivery skills clearly. It explains how to organise relevant evidence and choose a format that is easy to review.

A strong CV for this role links technical tax work with practical advice and reliable client delivery. Show how you manage UK tax reporting, partnership and fund structure questions, project budgets and deadlines, and the development of colleagues and new client work.

Compare the example in 7 layouts through the PNG image previews, then open a preferred version in the editor to customise it. The guide also covers ATS readability, useful CV sections and role-specific terms such as UK funds tax, partnership taxation, tax technical analysis and client portfolio management.

What Makes a Great Manager - Funds Tax CV in 2026

A clear CV shows technical judgement, client advice and dependable delivery. Use concise experience bullets to explain how you handle reporting, complex consulting work, team priorities and colleague development.

Include relevant terms such as UK tax reporting, partnership taxation, fund tax advisory, budget monitoring and business development. Support claims with specific examples, and use figures only when you can verify 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

Plain Two Column Format places CV content in two columns, giving career history and supporting details separate reading areas.

 
CV example — page 1   CV example — page 2
Generate a Free CV Like This

CV Snapshot

  • Target role: Funds Tax Manager
  • Experience: 16 years in UK tax
  • Qualifications: ACA and Chartered Tax Adviser (CTA)
  • Focus: fund reporting, partnership taxation and client advice

Why This Format Works

  • Separate columns give career history and supporting CV details distinct reading areas.
  • Reviewers can locate qualifications without breaking the sequence of role descriptions.
  • Career progression remains easy to compare with other CV information.

Best For

  • CVs with substantial career histories
  • Separate experience and supporting details
  • Side-by-side section navigation
  • Mixed qualification and employment records
  • Readers who prefer divided content areas

CV Keywords

  • ACA
  • UK tax reporting
  • translating technical analysis into commercially focused recommendations
  • Partnership taxation
  • Develop proposals from opportunities introduced through audit, corporate finance and wider tax relationships; scope engagements, agree delivery plans and support conversion of qualified opportunities into new work.
  • provide coaching and mentoring on tax research, reporting quality and client communication
  • Fund tax advisory
  • Lead complex consulting projects involving partnership taxation and fund structures
  • translating technical analysis into practical, commercially focused recommendations for clients and intermediaries.
  • Client portfolio management
  • Direct UK tax reporting and advisory delivery for a portfolio of investment fund clients
  • Built relationships with clients and intermediaries
  • Develop proposals from opportunities introduced through audit, corporate finance and wider tax relationships
  • Set team priorities across concurrent assignments
  • adjust resourcing when client requirements or technical issues change.
See all keywords
 

#2 Simple One Column Format CV Example

Simple One Column Format keeps the CV in one vertical column, so reviewers can follow its sections in a single reading sequence.

 
CV example — page 1   CV example — page 2
Generate a Free CV Like This

Why This Format Works

  • One vertical sequence lets reviewers follow career history from role to role.
  • Education and credentials appear within the same reading path as experience.
  • Skills and achievements can be read alongside the broader career story.

Best For

  • Chronological employment histories
  • A single vertical reading sequence
  • CVs with detailed role entries
  • Education within the main content flow
  • Readers who prefer linear review
 

#3 Clean Two Column Sidebar Format CV Example

Clean Two Column Sidebar Format uses two columns to give CV sections distinct areas and support direct navigation.

 
CV example — page 1   CV example — page 2
Generate a Free CV Like This

Why This Format Works

  • Separate columns distinguish career history from supporting CV sections for direct navigation.
  • Reviewers can move between experience and qualifications without losing their place.
  • Skills and education sit apart from the longer employment record.

Best For

  • CVs with varied section types
  • Separate experience and qualification areas
  • Direct movement between CV sections
  • Long employment records with supporting details
  • Readers who favour divided content
 

#4 Two Column Format CV Example

Two Column Format places CV information in parallel columns, giving reviewers a clear way to compare career history with supporting details.

 
CV example — page 1   CV example — page 2
Generate a Free CV Like This

Why This Format Works

  • Two reading areas help reviewers compare career history with supporting CV details.
  • Career progression and qualifications can be found without scanning one long sequence.
  • Separate columns give skills and education a clear place beside experience.

Best For

  • Career histories with supporting sections
  • Side-by-side review of CV content
  • CVs balancing experience and qualifications
  • Readers who prefer parallel content areas
  • Employment and education in separate reading areas
 
 

#5 Photo Header Two Column Format CV Example

Photo Header Two Column Format places a photograph in the header above two columns, keeping the visual identity separate from the CV's reading areas.

 
CV example — page 1   CV example — page 2
Generate a Free CV Like This

Why This Format Works

  • Two columns distinguish career history from other CV sections for easier navigation.
  • Reviewers can compare qualifications with experience without following one long sequence.
  • A header photograph provides a clear visual identifier for the person presented.

Best For

  • CVs where a header photograph is appropriate
  • Experience and supporting details in separate areas
  • Readers who prefer two reading columns
  • CVs combining employment and qualifications
  • A visible personal identifier in the header
 

#6 Coloured Two Column Format CV Example

Coloured Two Column Format arranges CV content in two columns, giving career history and supporting sections separate reading areas.

 
CV example — page 1   CV example — page 2
Generate a Free CV Like This

Why This Format Works

  • Column separation helps reviewers distinguish career history from qualifications and skills.
  • Experience stays distinct from supporting sections rather than forming one long sequence.
  • Separate reading areas make education easier to locate alongside career information.

Best For

  • Multi-section professional CVs
  • Separate career and qualification detail
  • Readers who prefer divided page content
  • Experience records with supporting information
  • Education alongside employment history
 

#7 Stylish Two Column Designer Format CV Example

Stylish Two Column Designer Format divides CV content into two columns, helping readers move between career information and supporting sections.

 
CV example — page 1   CV example — page 2
Generate a Free CV Like This

Why This Format Works

  • Two columns let reviewers scan career progression and supporting CV sections separately.
  • Qualifications and skills have a distinct reading area beside employment history.
  • The divided reading order helps keep long experience records easy to navigate.

Best For

  • Long employment histories
  • Career progression beside supporting sections
  • CVs with several information types
  • Readers who prefer divided reading areas
  • Experience and qualifications in parallel
 
 

Why Build Your Manager - Funds Tax CV with ResumeInMinutes

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

  • Different 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. Give clear space to technical tax work, client delivery, project management, business development and team leadership.

 

See Also

 

Frequently Asked Questions

Are these Manager - Funds Tax CV templates ATS-friendly?

The examples use clear headings and sections to support quick scanning. Include relevant terms naturally, such as UK tax reporting, partnership taxation, fund tax advisory, project management and budget monitoring.

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 Manager - Funds Tax CV include?

Include a focused summary, relevant experience, skills, education and professional qualifications. Show evidence of UK tax reporting, partnership and fund structure advice, project delivery, client relationships, business development and colleague development.

Which CV layout works well for a Manager - Funds Tax role?

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

How can I show funds tax achievements on my CV?

Use concise bullet points to explain the work, your contribution and the result. Where you have reliable figures, include them to show the scale of reporting, project delivery, budget management or business development.

Should I include a photo on my CV?

For UK applications, a photo is usually not needed. Use the space for relevant experience, qualifications, skills and measurable results instead.

ATS score and CV checks

Generate a Free CV Like ThisView in Editor

ATS Score 96%

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: 22 of 23 (96%) · CV quality: 90%

CV quality 90% · Weight 20% · Issues (1)

Details
  • ✓Name present: Benjamin Ross
  • ✓Email format: benjamin.ross@example.com
  • ✗Phone format: 07700 90XXXX
  • ✓Experience 1: Job title: Funds Tax Manager
  • ✓Experience 1: Company name: Redfern Tax Partners
  • ✓Experience 1: Work location: Bristol, England
  • ✓Experience 1: Employment dates: Mar 2023 - Present
  • ✓Experience 1: Description or achievements: Present
  • ✓Experience 2: Job title: Senior Tax Manager
  • ✓Experience 2: Company name: Cotswold Tax & Advisory
  • ✓Experience 2: Work location: Bath, England
  • ✓Experience 2: Employment dates: Jan 2019 - Feb 2023
  • ✓Experience 2: Description or achievements: Present
  • ✓Experience 3: Job title: Tax Manager
  • ✓Experience 3: Company name: Merewood Accountants
  • ✓Experience 3: Work location: Cardiff, Wales
  • ✓Experience 3: Employment dates: Jul 2016 - Dec 2018
  • ✓Experience 3: Description or achievements: Present
  • ✓Experience 4: Job title: Tax Assistant Manager
  • ✓Experience 4: Company name: Tavistock Tax Consulting
  • ✓Experience 4: Work location: Exeter, England
  • ✓Experience 4: Employment dates: Sep 2013 - Jun 2016
  • ✓Experience 4: Description or achievements: Present
  • ✓Experience 5: Job title: Tax Associate
  • ✓Experience 5: Company name: Westmere Chartered Accountants
  • ✓Experience 5: Work location: Plymouth, England
  • ✓Experience 5: Employment dates: Oct 2010 - Aug 2013
  • ✓Experience 5: Description or achievements: Present
  • ✓No placeholder fields
  • ✓No repeated achievement bullets
  • ✓No empty bullets

Header: Check the phone number: “07700 90XXXX”. Use 7–15 digits, with an optional country code.

Expand details to review the checks.

Text Based CV 100% · Weight 20%

Parsed text
Benjamin Ross
Funds Tax Manager
07700 90XXXX
benjaminross
benjamin.ross@example.com
Bristol, BS1 4DJ
STRENGTHS
Technical judgement
Turn complex partnership tax questions into clear analysis, helping clients and colleagues see the practical implications.
Client advice
Explain technical positions in commercially grounded terms, giving clients and intermediaries a clear basis for decisions.
Delivery planning
Set review points and priorities across reporting cycles, keeping client deliverables on track when deadlines compete.
Colleague development
Use coaching, assignment guidance and peer review to help junior colleagues build confidence in research and reporting.
Opportunity development
Follow up audit, corporate finance and tax referrals with scoped proposals that help turn client needs into engagements.
SUMMARY
Funds tax manager and ACA qualified tax adviser with 16 years’ experience advising investment funds, fund managers and other clients on UK tax matters. Lead tax reporting and complex partnership and fund structure advice, translating technical analysis into commercially focused recommendations. Manage client portfolios and multi workstream engagements, balancing deadlines, budgets and technical quality. Develop opportunities through audit, corporate finance and wider tax relationships, and coach junior colleagues in research, reporting and client service. Hold the ACA and Chartered Tax Adviser qualification, supported by a BSc in Accounting and Finance.
EXPERIENCE
Funds Tax Manager
Redfern Tax Partners
Mar 2023 - Present
Bristol, England
Direct UK tax reporting and advisory delivery for a portfolio of investment fund clients, coordinating review timetables and technical input so client deliverables are complete and issued on schedule.
Lead complex consulting projects involving partnership taxation and fund structures, translating technical analysis into practical, commercially focused recommendations for clients and intermediaries.
Develop proposals from opportunities introduced through audit, corporate finance and wider tax relationships; scope engagements, agree delivery plans and support conversion of qualified opportunities into new work.
Set team priorities across concurrent assignments, track project budgets and deadlines, and adjust resourcing when client requirements or technical issues change.
Supervise junior staff assignments and provide coaching and mentoring on tax research, reporting quality and client communication, supporting ongoing training, development and retention.
Senior Tax Manager
Cotswold Tax & Advisory
Jan 2019 - Feb 2023
Bath, England
Managed a varied client portfolio covering UK tax reporting for investment partnerships and fund managers, establishing review checkpoints that improved consistency across recurring reporting cycles.
Oversaw technically demanding advisory projects, drawing together partnership tax analysis and commercial considerations to present clear options for client decision-makers.
Built relationships with clients and intermediaries and followed up referrals from corporate finance, audit and tax colleagues, shaping proposals around each client’s needs and helping secure additional engagements.
Planned project work, prioritised competing deadlines and monitored budgets, raising delivery risks early and agreeing pragmatic solutions with clients.
Coached and reviewed the work of junior colleagues, delegated assignments to support their development and contributed to team training and retention initiatives.
Tax Manager
Merewood Accountants
Jul 2016 - Dec 2018
Cardiff, Wales
Took responsibility for UK tax compliance and reporting for investment and professional-services clients, introducing a clear timetable for information gathering, review and submission.
Advised on partnership taxation, examining allocation and reporting questions and explaining the implications in accessible, business-oriented advice.
Managed concurrent client projects from planning through completion, tracking scope, deadlines and budgets while resolving technical and practical issues as they arose.
Reviewed junior colleagues’ work and used case discussions to build confidence in tax research, quality control and client service.
Tax Assistant Manager
Tavistock Tax Consulting
Sep 2013 - Jun 2016
Exeter, England
Coordinated recurring tax reporting for partnership and investment clients, checking supporting records and resolving discrepancies before preparing work for senior review.
Researched UK tax questions affecting partnership clients and drafted advice that connected technical conclusions to the clients’ operational circumstances.
Organised work plans for small assignments, monitored progress against deadlines and budget expectations, and kept clients informed when additional information was needed.
Supported junior team members through assignment guidance and review feedback, strengthening consistency in documentation and tax calculations.
Tax Associate
Westmere Chartered Accountants
Oct 2010 - Aug 2013
Plymouth, England
Prepared UK tax computations and supporting reporting schedules for owner-managed businesses and partnership clients, developing sound technical foundations and reliable checking habits.
Gathered and reconciled client information, investigated inconsistencies and documented clear queries for review, helping the team complete work accurately and on time.
Built early experience in partnership tax matters through research and supervised client assignments, progressing from routine preparation to independently managed sections of work.
SKILLS
UK funds tax
Client portfolio management
Pragmatic problem solving
Coaching and mentoring
Workload prioritisation
Business development
Deadline management
Tax technical analysis
Project management
Partnership taxation
Client relationships
Budget monitoring
Fund tax advisory
Staff supervision
UK tax reporting
MY CAREER
16.1Years
Funds Tax Manager at Redfern Tax Partners (3.7 Years)
Senior Tax Manager at Cotswold Tax & Advisory (4.2 Years)
Tax Manager at Merewood Accountants (2.5 Years)
Tax Assistant Manager at Tavistock Tax Consulting (2.8 Years)
Tax Associate at Westmere Chartered Accountants (2.9 Years)
LEADERSHIP, AWARDS & RECOGNITION
Recognised by the Redfern Tax Partners tax leadership team in 2025 for coaching and developing early-career colleagues.
Established peer review sessions for junior tax staff at Cotswold Tax & Advisory, sharing practical approaches to partnership tax research and reporting quality.
EDUCATION
BSc Accounting and Finance
University of the West of England
2010
Bristol, England
CERTIFICATIONS
ACA, ICAEW
2013
Chartered Tax Adviser (CTA), CIOT
2015
TECHNICAL SKILLS
Tax Preparation Software: CCH Central, Alphatax, Thomson Reuters ONESOURCE
Accounting Software: Sage 50, Xero, QuickBooks Online
Spreadsheet Software: Microsoft Excel, Google Sheets, LibreOffice Calc
Document Software: Microsoft Word, Google Docs, LibreOffice Writer
Presentation Software: Microsoft PowerPoint, Google Slides, LibreOffice Impress
Database Platforms: Microsoft Access, PostgreSQL, MySQL
Data Exchange Formats: XLSX, CSV, XML
Reporting Formats: PDF, iXBRL, HTML
Collaboration Platforms: Microsoft Teams, SharePoint, Slack
Operating Systems: Microsoft Windows, macOS, Linux
PROFESSIONAL AFFILIATIONS
Member, Chartered Institute of Taxation (CIOT), supporting continued engagement with UK tax practice.
Member, Institute of Chartered Accountants in England and Wales (ICAEW), maintaining professional association with the accountancy community.

Matched keywords (22)

  • ACAOriginal keyword in JD: ACA OR law qualification OR tax specialist qualification OR equivalent breadth of tax knowledge
  • UK tax reporting
  • translating technical analysis into commercially focused recommendationsOriginal keyword in JD: Technical tax analysis
  • Partnership taxation
  • Develop proposals from opportunities introduced through audit, corporate finance and wider tax relationships; scope engagements, agree delivery plans and support conversion of qualified opportunities into new work.Original keyword in JD: Business development opportunity identification and conversion
  • provide coaching and mentoring on tax research, reporting quality and client communicationOriginal keyword in JD: Junior staff development
  • Fund tax advisory
  • Lead complex consulting projects involving partnership taxation and fund structuresOriginal keyword in JD: Complex client project management
  • translating technical analysis into practical, commercially focused recommendations for clients and intermediaries.Original keyword in JD: Commercially focused tax advice
  • Client portfolio management
  • Direct UK tax reporting and advisory delivery for a portfolio of investment fund clientsOriginal keyword in JD: Tax engagement delivery
  • Built relationships with clients and intermediariesOriginal keyword in JD: Client relationship development
  • Develop proposals from opportunities introduced through audit, corporate finance and wider tax relationshipsOriginal keyword in JD: Audit, corporate finance and tax relationship development
  • Set team priorities across concurrent assignmentsOriginal keyword in JD: Team priority setting
  • adjust resourcing when client requirements or technical issues change.Original keyword in JD: Operational decision-making
  • Coaching and mentoring
  • Staff supervision
  • supporting ongoing training, development and retention.Original keyword in JD: Staff training and retention
  • Set team priorities across concurrent assignments, track project budgets and deadlinesOriginal keyword in JD: Workload planning and prioritisation
  • Deadline management
  • Budget monitoring
  • Pragmatic problem solving

Missing keywords (1)

  • Strategic decision-making
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.

CV and cover letter examples and recommendations in this article reflect general best practices and professional experience and are provided for guidance only. Results may vary based on role, industry, region, and hiring organisation.

Content Accuracy and Verification: To the fullest extent permitted by applicable law, we do not represent or warrant that CV or cover letter guidance, examples, recommendations, or related information are accurate, complete, current, error-free, or suitable for any particular purpose. You are responsible for independently reviewing and verifying the information before relying on it.

ATS and Cover Letter Scores: ATS scores are estimates calculated using our own formula, informed by publicly available guidance on CV formatting and keyword matching. They are not scores issued or endorsed by an ATS provider or employer. Cover letter scores are also our own assessments. Parsing, weighting, screening criteria, and results vary between systems, employers, job descriptions, and document formats. No score guarantees successful parsing, a particular ranking, an interview, or employment. Use scores as general guidance and independently check your documents against the employer’s requirements. To the fullest extent permitted by applicable law, we accept no liability for errors in scores or parsing, or losses arising from reliance on these assessments. Nothing in this notice excludes liability or limits consumer rights that cannot lawfully be excluded or limited.

Terms and Conditions
 
 
> JP 1 1
PDF Footer and Margins Setup
The margins are applied to the document, and the footer appears in both the preview and the PDF

Footer Font Settings

Are you applying for a specific job
so we can tailor your CV to it? Are you applying for a specific job
so we can tailor your cover letter to it?

Your data stays private and is never used for training.Privacy Policy

Type your details as text to generate a personalised CV Type your details as text to generate a personalised cover letter
Website link found! Ready to create CV from:
Skip this Step

Your data stays private and is never used for training.Privacy Policy

Drag the into the box to verify you're human.
Drop here

My CVs

Showing {number_of_files} files (out of {total_of_all_files} total)
Name File Type Last Modified: Description:

Rename File

Filename already exists!

Delete Files

Warning: This action is irreversible. Once you click submit, the files will be permanently deleted.

Heading text
Upload From Computer Upload
Select From Existing
LinkedIn
Drag & Drop files anywhere in this tab, or

Uploaded Files

Delete Name Last Updated Use This File
Select this to use the file for generating your CV and cover letter. Only one source—uploaded file, selected file, or LinkedIn text—can be used.

My Files

CVs or cover letters you create will appear here. No files available yet.
Delete Name Last Updated Use This File
Select this to use the file for generating your CV and cover letter. Only one source—uploaded file, selected file, or LinkedIn text—can be used.

Add LinkedIn Profile PDF

You can download your LinkedIn profile as a PDF by opening linkedin.com in a web browser, clicking your profile photo, selecting the “More” or “Resources” button, and choosing “Save to PDF.” You can then attach the PDF using the Upload From Computer tab.

Paste Your LinkedIn Profile Text

If you have copied the LinkedIn profile text, paste it below. See how to copy your profile from LinkedIn

Select this to use the LinkedIn profile text for generating your CV and covering letter. Only one source—uploaded file, selected file, or LinkedIn text—can be used.

Try these controls

<
>