A template for tax advisors who save clients money through expert planning.
CTA qualified Senior Tax Advisor with 6 years of experience in personal and corporate tax. Specialist in owner-managed businesses, capital gains tax planning, and R&D tax credits. Manage portfolio of 120+ clients with combined tax savings of £3M+.
Tax CVs must show your CTA/ATT qualification, tax specialisation, and the value you deliver to clients. Include your portfolio size, types of tax work, and total client savings achieved.
CTA qualification, corporation tax, personal tax, R&D tax credits, capital gains tax planning, tax due diligence, HMRC enquiries, and CCH/Alphatax software.
Not specifying your tax specialism. OMB advisory, international tax, transfer pricing, and personal tax are distinct areas. State the value of tax savings you have identified for clients.
One to two pages. Lead with CTA qualification and specialist areas. Use the standard professional services CV format with firm names prominent.
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