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
From Senior Manager, Tax Technology (Large Corporate)
3-5 years as a Senior ManagerSkills to master
- Developing a global strategic mindset, managing larger teams and budgets, influencing C-suite stakeholders, and leading multi-jurisdictional projects.
You're ready to move on when
- Successfully led at least two major tax technology implementations end-to-end.
- Managed a team of 10+ tax technology professionals.
- Presented strategic recommendations to VP-level leadership.
- Accountable for a significant portion of the tax technology budget.
- 2
From Director, Tax Technology Consulting (Big Four)
5-7 years in consulting, including 2-3 years at Director levelSkills to master
- Transitioning from client-facing advisory to direct ownership and operational accountability, building and nurturing an internal team, and navigating internal corporate politics.
You're ready to move on when
- Led multiple large-scale tax technology transformation projects for diverse clients.
- Managed project teams of 15+ consultants.
- Developed and sold significant tax technology advisory engagements.
- Demonstrated strong client relationship management at the executive level.
- 3
From Head of Finance Transformation (with Tax Specialism)
2-4 years in a broader finance transformation roleSkills to master
- Deepening specific tax technology expertise, understanding global tax regulatory nuances, and translating broader finance transformation into specific tax technology initiatives.
You're ready to move on when
- Successfully delivered enterprise-level finance system implementations (e.g., ERP).
- Managed cross-functional teams across finance and IT.
- Demonstrated strong programme management and change leadership skills.
- Had significant exposure to tax processes and technology within previous roles.