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

tax advisortobookkeeper

A tax advisor already meets 22% of what the bookkeeper role asks for. The move turns on 14 required skills not yet in the profile.

From tax advisor
22%
Overlap1
To bookkeeper
8 Skills carried over
14 Required, not held
74.9 Difficulty2
Career overlap Distant match

22%

Learning distance Substantial retraining

74.9/ 100

1 Share of the bookkeeper role’s weighted skill requirement already met by the tax advisor 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.

Why

Why this move works

A bookkeeper role treats 4 of its required skills as things a tax advisor already does. These are the ones it depends on most.

  • accounting entries
  • commercial law
  • prepare financial statements
  • tax legislation

What stands in the way is 14 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

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 bookkeeper role needs them, and most people applying for one will not have them already. This is the part of a tax advisor 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 4 the bookkeeper role treats as required.

Table 3

Table 3 · What you would need to learn

The 28 missing skills fall into 5 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 business, administration and law 6 required, 2 supplementary
  • required, not held accounting department processes required
  • required, not held company policies required
  • required, not held depreciation required
  • required, not held accounting techniques required
  • required, not held bookkeeping regulations required
  • required, not held financial statements required
  • optional, not held financial department processes optional
  • optional, not held labour legislation optional
02 information skills 4 required, 3 supplementary
  • required, not held identify accounting errors required
  • required, not held maintain financial records required
  • required, not held manage the general ledger required
  • required, not held prepare trial accounting balances required
  • optional, not held archive documentation related to work optional
  • optional, not held ensure compliance with accounting conventions optional
  • optional, not held follow up accounts receivables optional
03 management skills 3 required, 8 supplementary
  • required, not held attach accounting certificates to accounting transactions required
  • required, not held perform balance sheet operations required
  • required, not held use accounting systems required
  • optional, not held issue sales invoices optional
  • optional, not held manage cash desk optional
  • optional, not held support development of annual budget optional
  • optional, not held allocate bills optional
  • optional, not held handle financial transactions optional
  • optional, not held handle petty cash optional
  • optional, not held manage accounts optional
  • optional, not held organise business documents optional
04 assisting and caring 1 required
  • required, not held follow the statutory obligations required
05 natural sciences, mathematics and statistics 1 supplementary
  • optional, not held statistics optional
Table 4

Table 4 · Where to start

The 3 entries a bookkeeper 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 accounting entries knowledge
  • already held commercial law knowledge
  • already held prepare financial statements skill
  • already held tax legislation knowledge
  • already held calculate tax skill
  • already held interpret financial statements skill
  • already held manage payroll reports skill
  • already held prepare tax returns forms skill
14 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held archive documentation related to work optional
  • optional, not held financial department processes optional
  • optional, not held issue sales invoices optional
  • optional, not held manage cash desk optional
  • optional, not held support development of annual budget optional
  • optional, not held allocate bills optional
  • optional, not held ensure compliance with accounting conventions optional
  • optional, not held follow up accounts receivables optional
  • optional, not held handle financial transactions optional
  • optional, not held handle petty cash optional
  • optional, not held labour legislation optional
  • optional, not held manage accounts optional
  • optional, not held organise business documents optional
  • optional, not held statistics optional
34 held skills the bookkeeper role does not ask for
Skill Type
  • not needed by the target role advise on efficiency improvements skill
  • not needed by the target role advise on financial matters skill
  • not needed by the target role advise on legal decisions skill
  • not needed by the target role advise on tax planning skill
  • not needed by the target role advise on tax policy skill
  • not needed by the target role business management principles knowledge
  • not needed by the target role cadastral taxation knowledge
  • not needed by the target role check official documents skill
  • not needed by the target role civil law knowledge
  • not needed by the target role collect tax skill
  • not needed by the target role compile legal documents skill
  • not needed by the target role conduct financial audits skill
  • not needed by the target role develop taxation policies skill
  • not needed by the target role disseminate information on tax legislation skill
  • not needed by the target role fraud detection knowledge
  • not needed by the target role inform on fiscal duties skill
  • not needed by the target role inspect tax returns skill
  • not needed by the target role inspect taxation documents skill
  • not needed by the target role international financial reporting standards knowledge
  • not needed by the target role international taxation of transfer prices knowledge
  • not needed by the target role legal department processes knowledge
  • not needed by the target role legal terminology knowledge
  • not needed by the target role make strategic business decisions skill
  • not needed by the target role manage personal finances skill
  • not needed by the target role national generally accepted accounting principles knowledge
  • not needed by the target role negotiate in legal cases skill
  • not needed by the target role observe confidentiality skill
  • not needed by the target role prepare financial auditing reports skill
  • not needed by the target role provide legal advice skill
  • not needed by the target role research taxation procedures skill
  • not needed by the target role secure sensitive customer's information skill
  • not needed by the target role sign income tax returns skill
  • not needed by the target role use consulting techniques skill
  • not needed by the target role value-added tax law knowledge
9 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 accounting department processes required
  • required, not held company policies required
  • required, not held depreciation required
  • required, not held accounting techniques required
  • required, not held bookkeeping regulations required
  • required, not held financial statements required
  • optional, not held financial department processes optional
  • optional, not held labour legislation optional
  • optional, not held statistics optional
Index

Other moves recorded from tax advisor

Full index of moves from tax advisor

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.