The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Graduate Scheme (Finance/Tax)
0-1 year post-graduationSkills to master
- Basic accounting principles, Excel proficiency, understanding of financial statements, attention to detail, following instructions.
You're ready to move on when
- Successfully completed relevant university modules (e.g., Financial Accounting, Taxation).
- Demonstrated strong analytical skills in academic projects or internships.
- Eagerness to learn and a clear interest in a tax career.
- 2
Entry-Level Accounting/Finance Role
1-2 years in Accounts Payable, Accounts Receivable, or a Junior GL roleSkills to master
- Transaction processing, reconciliation skills, understanding of internal controls, familiarity with an ERP system.
You're ready to move on when
- Proven track record of accuracy and reliability in previous finance roles.
- Developed strong Excel skills through practical application.
- Expressed a desire to specialise in tax and understand the 'why' behind the numbers.
- 3
Tax Internship
6-12 months internship experienceSkills to master
- Exposure to tax compliance software, basic tax workpaper preparation, data gathering for tax purposes, understanding of tax deadlines.
You're ready to move on when
- Positive feedback from internship supervisors on accuracy and work ethic.
- Familiarity with tax-specific terminology and processes.
- Clear understanding that tax is the chosen career path.