Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

bookkeepertotax advisor

A bookkeeper already meets 23% of what the tax advisor role asks for. The move turns on 12 required skills not yet in the profile.

From bookkeeper
23%
Overlap1
To tax advisor
8 Skills carried over
12 Required, not held
74.7 Difficulty2
adjacent 0–30
moderate 30–55
substantial 55–75
career change 75–100
this move, 74.7

This move: 74.7 of 100 · substantial

1 Share of the tax advisor role’s weighted skill requirement already met by the bookkeeper profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Table 2

Table 2 · What you already bring

Of the 8 skills that carry over, these are the ones fewest other occupations ask for. A tax advisor role needs them, and most people applying for one will not have them already. This is the part of a bookkeeper background worth leading with.

Skill the target role also needs Area
  • already held accounting entries business, administration and law
  • already held prepare tax returns forms information skills
  • already held manage payroll reports information skills
  • already held calculate tax information skills
  • already held prepare financial statements information skills
  • already held commercial law business, administration and law

All 8 carried skills, including the 5 the tax advisor role treats as required.

Table 3

Table 3 · What you would need to learn

The 34 missing skills fall into 6 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier
01 communication, collaboration and creativity 4 required, 6 supplementary
  • required, not held advise on tax planning required
  • required, not held advise on tax policy required
  • required, not held disseminate information on tax legislation required
  • required, not held inform on fiscal duties required
  • optional, not held advise on efficiency improvements optional
  • optional, not held advise on financial matters optional
  • optional, not held advise on legal decisions optional
  • optional, not held negotiate in legal cases optional
  • optional, not held provide legal advice optional
  • optional, not held use consulting techniques optional
02 assisting and caring 4 required, 1 supplementary
  • required, not held secure sensitive customer's information required
  • required, not held inspect tax returns required
  • required, not held inspect taxation documents required
  • required, not held observe confidentiality required
  • optional, not held check official documents optional
03 information skills 2 required, 3 supplementary
  • required, not held sign income tax returns required
  • required, not held research taxation procedures required
  • optional, not held compile legal documents optional
  • optional, not held conduct financial audits optional
  • optional, not held prepare financial auditing reports optional
04 business, administration and law 1 required, 8 supplementary
  • required, not held value-added tax law required
  • optional, not held international taxation of transfer prices optional
  • optional, not held legal department processes optional
  • optional, not held business management principles optional
  • optional, not held cadastral taxation optional
  • optional, not held civil law optional
  • optional, not held international financial reporting standards optional
  • optional, not held legal terminology optional
  • optional, not held national generally accepted accounting principles optional
05 management skills 1 required, 3 supplementary
  • required, not held manage personal finances required
  • optional, not held collect tax optional
  • optional, not held develop taxation policies optional
  • optional, not held make strategic business decisions optional
06 services 1 supplementary
  • optional, not held fraud detection optional
Table 4

Table 4 · Where to start

The 3 entries a tax advisor role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 8 skills that carry over
Skill Type
  • already held calculate tax skill
  • already held interpret financial statements skill
  • already held prepare financial statements skill
  • already held prepare tax returns forms skill
  • already held tax legislation knowledge
  • already held accounting entries knowledge
  • already held commercial law knowledge
  • already held manage payroll reports skill
22 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held international taxation of transfer prices optional
  • optional, not held legal department processes optional
  • optional, not held advise on efficiency improvements optional
  • optional, not held advise on financial matters optional
  • optional, not held advise on legal decisions optional
  • optional, not held business management principles optional
  • optional, not held cadastral taxation optional
  • optional, not held check official documents optional
  • optional, not held civil law optional
  • optional, not held collect tax optional
  • optional, not held compile legal documents optional
  • optional, not held conduct financial audits optional
  • optional, not held develop taxation policies optional
  • optional, not held fraud detection optional
  • optional, not held international financial reporting standards optional
  • optional, not held legal terminology optional
  • optional, not held make strategic business decisions optional
  • optional, not held national generally accepted accounting principles optional
  • optional, not held negotiate in legal cases optional
  • optional, not held prepare financial auditing reports optional
  • optional, not held provide legal advice optional
  • optional, not held use consulting techniques optional
28 held skills the tax advisor role does not ask for
Skill Type
  • not needed by the target role accounting department processes knowledge
  • not needed by the target role accounting techniques knowledge
  • not needed by the target role allocate bills skill
  • not needed by the target role archive documentation related to work skill
  • not needed by the target role attach accounting certificates to accounting transactions skill
  • not needed by the target role bookkeeping regulations knowledge
  • not needed by the target role company policies knowledge
  • not needed by the target role depreciation knowledge
  • not needed by the target role ensure compliance with accounting conventions skill
  • not needed by the target role financial department processes knowledge
  • not needed by the target role financial statements knowledge
  • not needed by the target role follow the statutory obligations skill
  • not needed by the target role follow up accounts receivables skill
  • not needed by the target role handle financial transactions skill
  • not needed by the target role handle petty cash skill
  • not needed by the target role identify accounting errors skill
  • not needed by the target role issue sales invoices skill
  • not needed by the target role labour legislation knowledge
  • not needed by the target role maintain financial records skill
  • not needed by the target role manage accounts skill
  • not needed by the target role manage cash desk skill
  • not needed by the target role manage the general ledger skill
  • not needed by the target role organise business documents skill
  • not needed by the target role perform balance sheet operations skill
  • not needed by the target role prepare trial accounting balances skill
  • not needed by the target role statistics knowledge
  • not needed by the target role support development of annual budget skill
  • not needed by the target role use accounting systems skill
10 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier
  • required, not held value-added tax law required
  • optional, not held international taxation of transfer prices optional
  • optional, not held legal department processes optional
  • optional, not held business management principles optional
  • optional, not held cadastral taxation optional
  • optional, not held civil law optional
  • optional, not held fraud detection optional
  • optional, not held international financial reporting standards optional
  • optional, not held legal terminology optional
  • optional, not held national generally accepted accounting principles optional
Index

Other moves recorded from bookkeeper

Full index of moves from bookkeeper

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.