申請人於獲聘時須為香港特別行政區永久性居民，並必須在截止申請日期前—

(a) 持有香港任何一所大學頒授的會計學、法律或相關學科(修讀科目必須包括稅務)學士或深造學位，或具備同等學歷；
(b) 取得有關學歷後，具備最少20年稅務／會計專業工作經驗，其中15年須為高層管理經驗。申請人如在稅務政策和稅務管理方面擁有豐富經驗，並具備國際經驗，將獲優先考慮；具備公共服務經驗更佳；
(c) 具備國際視野和敏銳的商業觸覺、在研究工作方面有優良往績，並善於與跨國企業、業界組織、國際機構、公眾人士和政府部門等不同持份者溝通，闡釋複雜的稅務概念；
(d) 具備卓越的領導和管理才能，以就研究項目的優次發出指示、統籌項目、分配資源和就政府的稅務政策研究綱領制訂策略方針；以及
(e) 中英文書寫能力優良，操流利普通話、粵語及英語。

Candidates must be permanent residents of the Hong Kong Special Administrative Region at the time of appointment and should possess by the application deadline –

(a) A Bachelor or post-graduate degree in accountancy or law, or related field with taxation as one of the subjects studied, from a university in Hong Kong or equivalent;
(b) At least 20 years' relevant post-qualification professional experience in the field of taxation / accounting, of which 15 years should be in a senior management role. Those with substantial experience in the areas of tax policy and tax administration, and in possession of international working experience would be preferred. Experience in public service is an advantage;
(c) An international perspective, strong business sense, strong track record in research and high capability to effectively engage and communicate complex tax concepts to various stakeholders, including multinational corporations, industry organizations, international organizations, the public as well as counterparts in the Government;
(d) Strong leadership and management skills to direct research priorities, coordinate projects, allocate resources, and provide strategic direction to the Government's tax policy research agenda; and
(e) Strong command of written and spoken Chinese (Cantonese and Putonghua) and English.