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7 Senior Manager, Private Client Services - Funds CV Templates with Example

By Ria · Last Updated On 15 October 2026
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This guide shows you how to create a CV for the Senior Manager, Private Client Services - Funds role. It explains how to present relevant evidence clearly and choose a professional layout that is easy to review.

A strong CV for this role should make complex funds and private client tax work easy to follow. Learn how to show technical review, client relationships, engagement delivery and the outcomes of your work, with relevant details such as ACA, CTA and CCH included where they apply.

Compare the example in 7 layouts using 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 keywords for funds tax, compliance review, budget control and client advisory work.

What Makes a Great Senior Manager, Private Client Services - Funds CV in 2026

A clear CV connects complex tax work with sound review, client service and reliable engagement delivery. Concise bullets help readers see your contribution and its result.

Use relevant terms such as funds tax, private client tax, CCH, ACA, CTA, budget control and technical review where they match your experience. Add figures 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 places career history beside supporting sections, helping reviewers compare progression and qualifications.

 
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CV Snapshot

  • 17 years in private client and funds tax
  • ACA and CTA qualified
  • CCH compliance workflows
  • Engagement, budget and deadline management

Why This Format Works

  • Separate areas help reviewers find career history and supporting credentials quickly.
  • Distinct sections make education and professional qualifications easy to locate.
  • Clear role divisions help readers follow career progression across several employers.

Best For

  • Detailed career histories
  • Experience paired with qualifications
  • CVs with several supporting sections
  • Quick access to education details
  • Clear separation of career stages

CV Keywords

  • Funds tax
  • Private Client Tax
  • Complex tax compliance
  • Tax advisory
  • ACA and CTA
  • Tax technical expertise
  • Funds client advisory
  • Tax compliance preparation and review
  • Technical guidance
  • Quality control
  • Project management
  • Engagement delivery planning
  • Budget control
  • Deadline management
  • Client relationship management
See all keywords
 

#2 Simple One Column Format CV Example

The Simple One Column Format presents CV sections in one reading sequence, making a long career history easy to follow from role to role.

 
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Why This Format Works

  • A single reading path helps reviewers trace experience from earlier roles to recent work.
  • Consistent section order makes education and qualifications straightforward to find.
  • Unsplit work-history entries give each role room for clear dates and details.

Best For

  • Chronological career histories
  • A straightforward reading order
  • Full role descriptions
  • Education listed after experience
  • Traditional CV presentation
 

#3 Clean Two Column Sidebar Format CV Example

The Clean Two Column Sidebar Format pairs a sidebar with the main CV content, giving reviewers a clear way to move between career details and supporting information.

 
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Why This Format Works

  • The two-column structure separates career history from supporting details for easy reference.
  • A sidebar gives qualifications and skills a distinct place beside work experience.
  • Clean section divisions help reviewers scan roles and dates without losing chronology.

Best For

  • Career history with supporting details
  • Qualifications beside work experience
  • CVs with distinct content groups
  • Fast access to skills and education
  • A two-column reading layout
 

#4 Two Column Format CV Example

The Two Column Format uses parallel content areas to make a detailed work history and its supporting CV sections available at a glance.

 
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Why This Format Works

  • Separate content areas help reviewers locate career history and qualifications with less searching.
  • The two-column reading order keeps education visible alongside a detailed work record.
  • Clear role divisions make changes in responsibility and career progression easier to track.

Best For

  • Detailed work records
  • Career history and education together
  • Multiple supporting CV sections
  • Quick reference to qualifications
  • A compact information layout
 
 

#5 Photo Header Two Column Format CV Example

The Photo Header Two Column Format combines a portrait in the header with a two-column CV body for readers who prefer a photo-led introduction and organised sections.

 
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Why This Format Works

  • The portrait gives the header a clear personal identifier without replacing career details.
  • Two-column organisation keeps work experience and supporting sections easy to navigate.
  • Distinct role entries help reviewers follow career history and changes in responsibility.

Best For

  • CVs that include a portrait
  • Career records with supporting sections
  • Easy-to-scan role histories
  • Qualifications alongside work experience
  • A photo-led header
 

#6 Coloured Two Column Format CV Example

The Coloured Two Column Format arranges CV information in two areas, offering a clear structure for career history and supporting sections.

 
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Why This Format Works

  • Two content areas help reviewers move between career history and supporting information.
  • Separate sections make education and professional credentials easier to find.
  • Role-by-role organisation keeps dates and career progression clear during a quick review.

Best For

  • Career history with supporting sections
  • CVs with several credentials
  • Easy-to-find education details
  • Role-by-role experience records
  • Two-column information organisation
 

#7 Stylish Two Column Designer Format CV Example

The Stylish Two Column Designer Format uses a two-column body to organise career details and supporting content for readers who prefer a divided layout.

 
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Why This Format Works

  • The two-column body gives career history and supporting details separate reading areas.
  • Clear role entries let reviewers follow experience without losing the timeline.
  • Distinct sections help readers locate education and qualifications within a detailed CV.

Best For

  • A divided CV layout
  • Detailed career timelines
  • Experience with related credentials
  • Education easy to locate
  • Separate career and supporting details
 
 

Why Build Your Senior Manager, Private Client Services - Funds CV with ResumeInMinutes

ResumeInMinutes helps you organise funds and private client tax experience, skills and qualifications 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 technical work and career evidence easy to follow. Keep the focus on funds and private client tax, quality review, client relationships and dependable delivery.

 

See Also

 

Frequently Asked Questions

Are these Senior Manager, Private Client Services - Funds CV templates ATS-friendly?

The examples use clear headings and sections to support scanning. Include relevant terms naturally, such as funds tax, private client tax, CCH, compliance review, ACA and CTA, when they reflect your experience.

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 a version in the editor to customise it.

What should a Senior Manager, Private Client Services - Funds CV include?

Include a focused summary, relevant experience, skills, education and qualifications. Use bullets to show complex compliance and advisory work, technical review, engagement and budget management, client relationships, and colleague coaching where relevant.

Which CV layout works well for this role?

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

How can I show tax engagement achievements on my CV?

Write concise bullets that explain the task, your contribution and the result. Include supported details about review quality, budgets, filing deadlines, client work or team development where they add useful evidence.

Should I include a photo on my CV?

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

ATS score and CV checks

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ATS Score 88%

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 = 100 × (confirmed matches + 0.8 × possible matches) ÷ total keywords, rounded and capped at 100. Possible matches still need checking. Saved generation audits use their saved keyword percentage.
  • 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%

Keywords: 23 matched + 5 possible of 32 (84%) · CV quality: 90%

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

Details
  • ✓Name present: Archie Ross
  • ✓Email format: archie.ross@example.com
  • ✗Phone format: 07700 90XXXX
  • ✓Experience 1: Job title: Senior Manager, Funds and Private Client Tax
  • ✓Experience 1: Company name: Hawthorn Tax & Advisory
  • ✓Experience 1: Work location: Bristol
  • ✓Experience 1: Employment dates: Jul 2022 - Present
  • ✓Experience 1: Description or achievements: Present
  • ✓Experience 2: Job title: Tax Senior Manager
  • ✓Experience 2: Company name: North Quay Tax Partners
  • ✓Experience 2: Work location: London
  • ✓Experience 2: Employment dates: Feb 2019 - Jun 2022
  • ✓Experience 2: Description or achievements: Present
  • ✓Experience 3: Job title: Tax Manager
  • ✓Experience 3: Company name: Redfern Accountancy Group
  • ✓Experience 3: Work location: Oxford
  • ✓Experience 3: Employment dates: May 2015 - Jan 2019
  • ✓Experience 3: Description or achievements: Present
  • ✓Experience 4: Job title: Assistant Tax Manager
  • ✓Experience 4: Company name: Linden & Rowe
  • ✓Experience 4: Work location: Reading
  • ✓Experience 4: Employment dates: Oct 2012 - Apr 2015
  • ✓Experience 4: Description or achievements: Present
  • ✓Experience 5: Job title: Tax Associate
  • ✓Experience 5: Company name: Parkmere Chartered Accountants
  • ✓Experience 5: Work location: Bath
  • ✓Experience 5: Employment dates: Oct 2009 - Sep 2012
  • ✓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
Archie Ross
Senior Manager, Funds and Private Client Tax
07700 90XXXX
archieross
archie.ross@example.com
Bristol, BS1 4DJ
STRENGTHS
Technical judgement
Review complex filings with care, and explain the reasoning behind a position so clients and colleagues can act on clear advice.
Client relationships
Build lasting relationships with fund and private clients through regular updates, practical advice and dependable follow-through.
Engagement delivery
Keep workstreams moving by agreeing scope, monitoring budgets and deadlines, and raising risks early with the people who can resolve them.
Colleague development
Use file reviews and case discussions to help junior colleagues build sound judgement and communicate clearly with clients.
Clear communication
Turn detailed tax analysis into concise written notes and direct conversations that help clients weigh options and settle on next steps.
SUMMARY
Senior private client and funds tax professional with 17 years of experience advising fund managers, private equity clients, family offices, entrepreneurs and professional partnerships. ACA and CTA qualified, with practical command of CCH compliance workflows and complex UK tax matters. Direct compliance and advisory engagements, review technical positions and manage budgets and deadlines, translating analysis into clear advice for clients and senior stakeholders. Develop trusted relationships and further assignments, while coaching colleagues and maintaining quality across demanding filing cycles.
EXPERIENCE
Senior Manager, Funds and Private Client Tax
Hawthorn Tax & Advisory
Jul 2022 - Present
Bristol
Leads tax compliance and advisory engagements for fund managers, private equity clients and connected high-net-worth individuals, coordinating specialists and client finance teams to meet agreed reporting cycles.
Reviews complex compliance deliverables and advises teams on technical judgements, documenting positions clearly so clients can make informed decisions and maintain consistent filing records.
Develops existing relationships into broader advisory work, agreeing scope, delivery plans and budgets while keeping senior client contacts informed of risks and progress.
Coaches managers and junior tax professionals through file reviews and case discussions, supporting stronger technical judgement and consistent team delivery.
Defended tax positions in client and adviser meetings by linking CCH workpapers to supporting analysis, resolving review points through clear written advice and negotiation.
Introduced a shared engagement tracker for filing milestones, budget control and competing priorities, helping specialists flag deadline risks early during peak reporting periods.
Delivered case-based team training on recurring funds compliance issues, using reviewed files to strengthen junior colleagues’ technical judgement and professional development.
Tax Senior Manager
North Quay Tax Partners
Feb 2019 - Jun 2022
London
Directed a portfolio of fund and private client engagements, balancing annual compliance deadlines with transaction-related advisory work and client priorities.
Resolved complex review points with fund administrators and client finance leads, recording technical reasoning and practical actions in CCH files.
Prepared engagement plans and monitored budgets across multiple workstreams, raising emerging scope or timing issues early to protect delivery quality.
Built referral relationships with legal and investment professionals, contributing to new assignments and repeat advisory instructions.
Managed a compressed transaction and filing timetable by sequencing compliance reviews and advisory deliverables with administrators, keeping client decisions and deadlines on track.
Presented and defended technical conclusions in written reports and client discussions, negotiating practical next steps with finance leads when evidence or filing positions differed.
Tax Manager
Redfern Accountancy Group
May 2015 - Jan 2019
Oxford
Managed compliance cycles for private equity-backed businesses, investment partnerships and their principals, coordinating information requests and review timetables across client contacts.
Reviewed tax returns and supporting schedules in CCH, addressing inconsistencies with preparers before finalising client deliverables.
Advised owners and finance teams on tax implications arising from business changes and investment activity, translating technical analysis into clear options.
Supported the development of tax seniors through regular file feedback and practical guidance on client communication.
Coordinated tax compliance and advisory actions for an owner-managed business transaction, assigning information requests and review milestones to meet the agreed filing timetable.
Advised family office contacts and ultra-high-net-worth individuals on investment-related reporting questions, setting out technical options and supporting client decisions.
Assistant Tax Manager
Linden & Rowe
Oct 2012 - Apr 2015
Reading
Managed day-to-day delivery for a growing portfolio of private clients and investment-related entities, tracking evidence, open questions and filing deadlines.
Prepared and reviewed UK tax computations and returns, escalating uncertain technical matters with concise supporting analysis.
Improved handovers between compliance and advisory teams by standardising client information checklists and review notes.
Tax Associate
Parkmere Chartered Accountants
Oct 2009 - Sep 2012
Bath
Prepared personal and partnership tax returns under senior review, reconciling client records and following up missing information ahead of filing dates.
Built early experience in tax research and client service by drafting technical notes and explaining routine information requests to individuals and small-business owners.
SKILLS
Tax compliance preparation and review
Technical guidance
Funds tax
Tax advisory
Client relationship management
Engagement delivery planning
Complex tax compliance
Tax technical expertise
Deadline management
Funds client advisory
Project management
Budget control
Private client tax
ACA and CTA
Quality control
LANGUAGES
English
Native
French
Beginner
MY CAREER
17.1Years
Senior Manager, Funds and Private Client Tax at Hawthorn Tax & Advisory (4.3 Years)
Tax Senior Manager at North Quay Tax Partners (3.4 Years)
Tax Manager at Redfern Accountancy Group (3.8 Years)
Assistant Tax Manager at Linden & Rowe (2.6 Years)
Tax Associate at Parkmere Chartered Accountants (3 Years)
EDUCATION
BSc Accounting and Finance
University of the West of England
2009
Bristol
CERTIFICATIONS
ACA, ICAEW
2012
CTA, Chartered Institute of Taxation
2015
PROFESSIONAL SKILLS
Tax Practice: UK tax returns, Tax computations, Tax research
Funds and Private Client Tax: Funds tax, Private client tax, Partnership tax
Compliance Delivery: CCH, Filing schedules, Review workpapers
Engagement Management: Budget tracking, Delivery plans, Deadline monitoring
Client Advisory: Tax advisory, Technical guidance, Tax position analysis
Quality and Review: Return review, Supporting schedules, Technical review notes

Matched keywords (23)

  • Funds tax
  • Private Client Tax
  • Complex tax compliance
  • Tax advisory
  • ACA and CTAOriginal keyword in JD: ACA AND CTA OR equivalent specialist tax qualification
  • Tax technical expertise
  • Funds client advisory
  • Tax compliance preparation and review
  • Technical guidance
  • Quality control
  • Project management
  • Engagement delivery planning
  • Budget control
  • Deadline management
  • Client relationship management
  • CCHOriginal keyword in JD: CCH OR comparable tax system
  • negotiation
  • team training
  • professional development
  • private equity
  • family offices
  • ultra-high-net-worth individuals
  • professional partnerships

Missing keywords (4)

  • Business development
  • Time management
  • Working under pressure
  • AIM-listed companies

Possible matches (5)

  • Technical position defence80% credit: 2.50 percentage points of 3.13 possible.
  • Written and verbal communication80% credit: 2.50 percentage points of 3.13 possible.
  • Coaching and mentoring80% credit: 2.50 percentage points of 3.13 possible.
  • Managing competing priorities80% credit: 2.50 percentage points of 3.13 possible.
  • Owner-managed businesses80% credit: 2.50 percentage points of 3.13 possible.
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
 
 
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