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
Junior Tax Technology Analyst / Associate
1-2 yearsSkills to master
- Mastering data validation, running existing system processes, basic report generation, and first-line troubleshooting. Getting comfortable with our core tax engines and ERP data.
You're ready to move on when
- Consistently delivers accurate daily/weekly tasks with minimal supervision.
- Proactively identifies and flags data issues.
- Can independently resolve common user queries and system errors.
- Has a solid understanding of the basic tax data flows within our systems.
- 2
Finance Systems Analyst (with Tax focus)
2-3 yearsSkills to master
- Developing strong ERP knowledge (FI/CO modules), advanced Excel skills, and a good grasp of financial data structures. You'd be building out your technical chops before specialising in tax.
You're ready to move on when
- Proficient in extracting and manipulating data from ERP systems for various finance functions.
- Demonstrates a keen interest and aptitude for tax-specific data challenges.
- Has successfully supported finance system projects or enhancements.
- Can clearly articulate the link between financial data and tax reporting requirements.
- 3
Tax Accountant (with strong tech aptitude)
3-4 yearsSkills to master
- Deep understanding of tax compliance and provision processes, coupled with a natural curiosity for how systems work. You'd be moving from the 'what' of tax to the 'how' of tax tech.
You're ready to move on when
- Has a solid foundation in tax accounting principles and compliance cycles.
- Consistently uses technology (e.g., advanced Excel, basic SQL) to improve their own tax processes.
- Actively seeks out opportunities to learn about tax software and automation.
- Can clearly articulate the pain points in current manual tax processes that technology could solve.