The Tax Professionals Podcast

Send us a textAI tools for tax research: the role they can play, how to use them well, and the safeguards to avoid getting things wrong and manage risk – this is what's covered by this episode. AI can help save time, make our lives easier, and make tasks less frustrating as part of the research process. We are joined by Tony Court, who has worked in tax for over 40 years, and who has been testing and helping refine a tax-research AI tool. From his experience, he has learn a few tricks along the way about how to use them better. He shares them in this episode.Show notes: thetaxprofessionalspodcast.com/TTPP120Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseMasterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ TimingsIntro to Tony and his tax career(8:15) How Tony has been involved in the creation of an AI tool for tax research(19:00) The role of AI in tax research and advice for using it well(29:15) Precautions and safeguards for using AI in tax research(41:00) Can you use general AI tools like Chat GPT in tax research?(45:30) Tony's recommendation on the back of this episodeResourcesInfo on training courses for tax professionals/teams, on tax skills and other skills valuable for working in taxGeniA-L Tax Research Tool – Details and DemoMasterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Recommended podcast episodes:TTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-ScottTTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours

Send us a textChloe Radcliffe-Scott has made a success of her squiggly tax career to date, despite living with a long-term health condition, Crohn's. She started off as an in-house tax apprentice, before moving to accountancy practices, back to in-house and then also swapping specialism from corporation tax to employment taxes! You don't need a traditional, linear path to have success, and Chloe shares her story which proves that along with her associated career advice.Show notes: thetaxprofessionalspodcast.com/TTPP119Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnOverview of Chloe and her career(6:00) Being first in-house tax apprentice in the North(7:45) Did Chloe know she wanted to work in tax? Did she know the difference between in-house and in-practice?(11:15) What happened when Chloe decided to move from her in-house tax role, when she had only worked in-house but wanted a practice role(14:30) How Chloe quickly progressed from tax apprentice to group tax accountant in 4 years(21:15) Setting out clear expectations for promotion(24:00) The difficulities Chloe had when moving from her in house role at Drax to EY. Her experience and how she solved the problem(29:45) Why Chloe decided to move to an accountancy firm instead of another in-house role(35:00) What she didn't like about her tax roles in accountancy firm(39:00) Trying out a tax advisory role in an accounting firm and what she didn't like about accounting firm roles and why she preferred in house(46:30) KPIs driving bad behaviour(48:00) You might be suited to some tax roles but not others(50:00) Does Chloe regret trying out accountancy firm tax roles?(51:15) Why Chloe decided to change tax specialism(55:00) How did Chloe convince Balfour Beatty to employ her as an in-house Employment Tax Manager when by trade she was a Corporation Tax specialist?(57:15) The Secret to Chloe's Tax Career Success Despite it Being Squiggly and her advice for anyone considering a non conventional/linear tax careerResourcesMasterclasses designed for tax professionals to help you master vital career skills:Tax Research Masterclass – teaching you how to find the answer to even the most complex tax queries, with the least pain possible.Tax Advice Masterclass – teaching you how to provide high-quality tax advice that your clients appreciate and value.Take a look and enrol, here. Or email me jack@thetaxprofessionalspodcast.com and we can have a chat.Register for a free 1-month trial for Croner-I's tax guidance/resourcesBook a call with ProTax Recruitment to talk about anything related to your tax career: http://thetaxprofessionalspodcast.com/bookprotax

Send us a textThis episode is mainly a slice of my story – from childhood, to tax, to side hustle – and I thought you might find this insight interesting, learn a few tips along the way, particularly around winning tax work, business development (BD) and hear what I've learnt from the podcast that has helped me with my tax career and may help you with yours too. The episode is from me being interviewed by Craig McKeller, for The Professional Speaks podcast, and he kindly agreed for me to share it on my podcast, too!Show notes: thetaxprofessionalspodcast.com/TTPP117Masterclasses for tax professionals: thetaxprofessionalspodcast.com/masterclassesSubscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnA bit about me (Jack) and my background(11:45) How did I get into the tax world?(15:30) My approach to winning tax work(22:30) How did I monetise the podcast?(28:45 & 41:00) What I've learnt from running a podcast and a training business that's helped me as a tax director(34:00) A bit about me winning Tolley's Taxation's Rising Star(36:45) My goals for the next 12 monthsResourcesMasterclasses designed for tax professionals to help you master vital career skills:Tax Research Masterclass – teaching you how to find the answer to even the most complex tax queries, with the least pain possible.Tax Advice Masterclass – teaching you how to provide high-quality tax advice that your clients appreciate and value.Take a look and enrol, here.Register for a free 1-month trial for Croner-I's tax guidance/resources

Send us a textSehjal's divorce supercharged her tax career, going from tax consultant to director in three years. Hear her story, how she did it, how she's created a team with a culture where people don't leave, and her advice if you want to be successful in your own tax career.Show notes: thetaxprofessionalspodcast.com/TTPP118Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnOverview of Sehjal's career(9:00) Sehjal's quick progression after her divorce, including the shift in mindset(20:30) Confidence as a woman working in tax (23:30) How Sehjal went from tax consultant to tax directly in three years – what's her secret?(26:30) Sehjal's strengths which she's taken advantage of in her career(29:30) How Sehjal created a team culture where people don't leave(39:15) Difficulties in Sehjal's career (overlooked for promotions, bullying, depression, etc)(45:00) Promotions and “fitting in the box” for it(48:15) Career advice Sehjal would give to her younger self, knowing what she knows now(50:30) Sehjal's number 1 tip if you want success in your tax careerResourcesMasterclasses for tax professionals:Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidanceTax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I's tax guidance/resources

Send us a textThis episode is focussed on growing or scaling a tax team in a professional services firm – something which is not natural for us as tax professionals. Our guest, David Francis, Partner and Head of Tax Dispute Resolution at Grant Thornton, shares his experiences and advice for how to grow a tax team, so that you can do the same. Show notes: thetaxprofessionalspodcast.com/TTPP116Masterclasses for tax professionals: thetaxprofessionalspodcast.com/masterclassesSubscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnA bit about Dave and his tax career(11:00) When Dave started getting involved in growing a tax team(20:30) The GT tax dispute resolution team when Dave stated there and the business plan to grow(25:15) Was team culture covered in the business plan?(30:00) The culture Dave wants in his growing tax team(35:15) The Service Line Agreement that Dave's team had created – what is it?(45:00) Wrapping thoughts up: David's advice to scale a tax team(48:30) The work-winning side of scaling a tax team. How to ensure you have enough(54:00) Dave's leadership philosophy (1:00:00) Dave's plan to grow the team furtherResourcesMasterclasses designed for tax professionals to help you master vital career skills:Tax Research Masterclass – teaching you how to find the answer to even the most complex tax queries, with the least pain possible.Tax Advice Masterclass – teaching you how to provide high-quality tax advice that your clients appreciate and value.Take a look and enrol, here. or email me at jackthetaxprofessionalspodcast.comRegister for a free 1-month trial for Croner-I's tax guidance/resourcesBook a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/Bookprotax

Send us a textMasterclasses for Tax Professionals: thetaxprofessionalspodcast.com/masterclassesShow notes: thetaxprofessionalspodcast.com/TTPP49Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll Learn5 skills that are important to master early on in your tax careerSome tips to help you improve these skillsRough Timings(2:30) Story (relevant!)(6:30) Skill 1 - Tax Research (finding, using and applying tax guidance, legislation and case law(10:15) Skill 2 - Explaining tax concepts clear to others(13:45) Skill 3 - Tax Advisory Skills(19:00) Skill 4 - Inspection and Fact Finding Skill(23:30) Skill 5 - Relationship Building SkillRelated EpisodesTax research:TTPP 1: How to Undertake Effective Tax ResearchTTPP 26: 8 Tax-Research SinsTTPP37: Master Using Tax Legislation (and the Benefits this Brings)TTPP42: Master Using HMRC Manuals for Tax ResearchTax Advice:TTPP 10: How to Write Good-Quality and Practical Tax Advice Explaining Tax rules Clearly:TTPP18: How to Explain Tax Rules & Concepts Clearly (to Help Others Understand!) 

Send us a textThis episode is all about how to be an excellent ‘tax junior'. By tax junior, I mean someone in the early stages of their career, including tax trainees, tax graduates, and tax apprentices. We are joined by Olivia Pryer, who was an excellent tax junior, loved by her boss, and she joins us to share her mindset, approach and tips, and help you or your colleges be an excellent tax junior and asset to the team.Show notes: thetaxprofessionalspodcast.com/TTPP115Subscribe: thetaxprofessionalspodcast.com/subscribeMasterclasses for tax professionalTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnA bit about Olivia and her tax career(7:30) What Olivia expected from her first tax role (which was at ETC Tax) before she started(10:00) How Olivia did a good of tax compliance work – completing tax returns – impressing her colleges (19:30) Self-reading and self-learning she did with tax knowledge(24:15) How Olivia did a good job of tax advisory work and how this is different to doing a good job of compliance work.(29:00) How to get involved in tax advisory work early on in your career(35:00) What should tax juniors/graduates/trainees do to be an excellent junior?(39:00) Olivia's final advice to those who want to be an excellent tax junior/graduate/traineeResourcesMasterclasses designed for tax professionals to help you master vital career skills:Tax Research Masterclass – teaching you how to find the answer to even the most complex tax queries, with the least pain possible.Tax Advice Masterclass – teaching you how to provide high-quality tax advice that your clients appreciate and value.Take a look and enrol, here.Register for a free 1-month trial for Croner-I's tax guidance/resourcesBook a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/BookprotaxContact detailsjack@thetaxprofessionalspodcast.comLinkedIn: https://www.linkedin.com/in/jackbonehill94/ 

Send us a textThere are common reasons why, time and time again, students fail their Chartered Tax Adviser (CTA) exams. To explain these, Nitin and I have created the “10 types of bad CTA students”, and to make it more memorable, we have assigned a name (hopefully fun names) to each one.In the episode, we talk through each bad type of student to help you identify any bad traits in yourself or you staff, and then we summarise our advice to increase the changes of you or your staff passing.Show notes: thetaxprofessionalspodcast.com/TTPP114Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll Learn(4:00) Bad Type of CTA Student #1: The Quirkmeister(9:00) Bad Type of CTA Student #2: The Negative Nell(14:30) The Bad Type of CTA Student #3: The Sloth, Lazebag or Deluded(20:30) Bad Type of CTA Student #4: The One Trick Pony(24:30) Bad Type of CTA Student #5: The Stickler(28:30) Bad Type of CTA Student #6: The Mock Master or Drill Sergant(39:00) Bad Type of CTA Student #7: Blame Thrower(42:30) Bad Type of CTA Student #8:  The Shortcut Seeker(47:15) Bad Type of CTA Student #9: The Last Minuter(55:15) Bad Type of CTA Student #10: The Legislation LoveResources – Other CTA Podcasts:All other exam-support related podcast episodes: https://www.thetaxprofessionalspodcast.com/category/podcast/att-cta/Particularly recommend: TTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy RylanceFree DownloadsFREE – CTA Study Phase Checklist so you can make sure you ‘complete' the study phase before revision, going into revision as prepared as you canFREE – ATT/CTA revision folder guide, which was made when the exams became open book. This is somewhat outdated now, but there is still useful information in thereFREE – 8 CTA/ATT revision tips summary, which does exactly what it says on the tinWebinarsMastering the ATT/CTA Exams – Retake Support and Success StrategiesMastering the APS Paper – Insights and Strategies for SuccessRevision Help and Top Tips for CTA Exams – Essential guidance for effective preparationGet access here: https://www.pro-recruitment.co.uk/microsite/att-cta-webinars 

Send us a textI share the key benefits of exceptional tax technical ability is and why you should aim to have this, illustrated through a real client story with highs, lows, disappointment, and me being considered a charlatan, by two lawyers. But who was right?Show notes: thetaxprofessionalspodcast.com/TTPP113Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll Learn(2:30) Story: The Million Pound Employee Payout(12:00) Story debrief(14:15) What I mean by technical knowledge, ability and skills(15:00) Key benefits of exceptional technical knowledge, skills, and ability(20:00) Why you should aim to develop exception technical knowledge, skills and abilityResourcesMasterclasses for tax professionals: Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance Tax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I's tax guidance/resources

Send us a textHear how James Edwards has won so much tax work that he's become too busy, so that you can win more work yourself.Show notes: thetaxprofessionalspodcast.com/TTPP112Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnInto from James(3:45) James's beliefs around winning tax work(6:30) Winning work in the beginning and did James tax on too many bad fit clients initially?(13:45) How James has got to the point of winning so much tax work and where it comes from(21:00) How James Splits his time between his 3 work-winning areas/avenues and taking risks(33:00) An example of how James wins tax work from referrers(51:00) Helping clients see the value in the work you doResourcesMasterclasses for tax professionals:Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance Tax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I's tax guidance/resources

Send us a textInfo re Christmas podcast break, when the next episode will be, what the next two episodes will be, recommended eps from 2024 to listen to if you haven't already, and mini update from me.Show notes: thetaxprofessionalspodcast.com/Xmas24Subscribe: thetaxprofessionalspodcast.com/subscribeRecommended Episodes from 2024TTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy RylanceTTPP98: How and Why I Moved Tax Role After Being Loyal for 7 Years (Interviewed by Sam Hart)TTPP107: Most Desired Skills and Attributes re Tax Professionals by Accounting Firms with Maisie and Sam from ProTaxTTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick RothenbergResourcesMasterclasses for tax professionals:Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidanceTax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I's tax guidance/resourcesContact Me:jack@thetaxprofessionalspodcast.comLinkedIn: https://www.linkedin.com/in/jackbonehill94/ 

Send us a textBetter serve your clients, should they be caught up in tax fraud or a Code of Practice 9 (COP9) situation. Lucy Sauvage, our guest for this episode, explains what COP9 is, what a typical COP9 enquiry looks like, advice to prevent you messing up a COP9 enquiry, examples of common tax frauds and a story where Lucy's client left HMRC with almost no choice but to pursue a criminal investigation into them.Show notes: thetaxprofessionalspodcast.com/TTPP111Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnA bit about Lucy's career(4:45) A big about COP9 and what it is(7:30) Who instigates COP9? HMRC or taxpayer?(9:00) What is and isn't tax fraud?(13:00) What prompts HMRC to open a COP9 enquiry?(16:30) What a typical COP9 enquiry looks like, the process(24:15) What are some of the tax frauds Lucy has seen? Examples(32:15) Risks associated with going down the COP9 route (to taxpayer and their tax advisor/accountant)(37:45) Can COP9 apply to businesses as well as individuals?(39:45) Any COP9 disaster stories that Lucy has(47:00) Typical COP9 mistakes and how tax advisors and taxpayers avoid COP9 going badly?(51:15) Should COP9 enquiries always be handled by specialists?ResourcesMasterclasses for tax professionals: Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance Tax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I's tax guidance/resourcesContact Me:jack@thetaxprofessionalspodcast.comLinkedIn: https://www.linkedin.com/in/jackbonehill94/ 

Send us a textLearn about HMRC's alternative dispute resolution (ADR) process, which you can use to help solve your client's tax disputes with HMRC – but is it worthwhile or is it a waste of time? Barbara Bento, our expert guest, explains.Show notes: thetaxprofessionalspodcast.com/TTPP110Masterclasses for tax professionals:Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnA bit about Barbara(8:30) What is HMRC Alternative Dispute Resolution (ADR) and what is classed as a ‘dispute'?(12:15) What does the ADR process look like from start to finish? (20:45) Any situations when ADR can't be used?(26:00) Co-mediation in ADR by Barbara – what this means and the benefit(30:00) My (Jack Bonehill's) bad experience with HMRC & what can be done to avoid(37:15) What is meant by partial settlement in ADR?(37:45) Is ADR worthwhile & if so, when?(42:45) What do you need to make ADR go well, be successful? Barbara's advice(47:15) Barbara's worst HMRC ADR experience(51:15) Is ADR remote or in person?ResourcesMasterclasses for tax professionals: Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance Tax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I's tax guidance/resourcesContact Me:jack@thetaxprofessionalspodcast.comLinkedIn: https://www.linkedin.com/in/jackbonehill94/ 

Send us a textEle recently completed her first year of being a tax partner. Hear what her first year looked like, which will help you decide whether being a tax partner is for you AND will teach you a masterclass in how you can be successful as a tax partner. Show notes: thetaxprofessionalspodcast.com/TTPP109Masterclasses for tax professionals:Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseRough timingsIntro from Ele(4:45) How Ele's first year of being a tax partner, at 29 years old, went(10:00) What the team looked like with Ele started, what the plan was, and what it looks like now(14:00) What were all the different areas/sections/categories of Ele's year 1 business plan(16:30) The time Ele spent in making sure the team was operationally effective & what she did(20:00) How the reality is different to the plan and the most significant parts of Ele's plan(23:30) What Ele means when she talks about the processes that she's implemented and what she's done (VERY impressive)(32:30) Ele's work winning plan for her first year, how she did it (from a lead to converting), and how it went(40:45) Selling the value of your tax services/work - to help convert clients and win fees(45:45) Ele's external business development (BD) to win tax work from businesss that aren't already clients of the firm(47:15) How Ele's ensures she gets high value from networking events, from a BD standpoint(50:30) What Ele found difficult or challenging in her first year as partner at a new firm to her(56:00) What does the future look like for Ele? What's next? ResourcesPrevious podcast ep with Ele: TTPP88: Her Spectacular Route to Tax Partner at 29 with Ele Theochari [Tax Career Success Secrets Ep 12]Masterclasses for tax professionals:                Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance                Tax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for free 1-month trial for Croner-I's tax guidance/resources

Send us a textFrom this episode, you will learn what the different types of impose syndrome are, how they may be negatively impacting your tax career/your life, and how to deal with them. Our expert guest for this episode, Estelle Read, shares all of this with you, after many years of helping professionals that fix burnout, remove stress, and perform better.Show notes: thetaxprofessionalspodcast.com/TTPP108Tax Advice Masterclass – Details and Enrol HereSubscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseRough timingsA bit about Estelle(8:15) What Estelle means by imposter syndrome and what the 5 different types are(17:30) Negatives/consequences of imposter syndrome(19:45) Estelle's SHINE process for dealing with imposter syndrome (20:45) Step 1 – S – Self-Assessment (26:00) Step 2 – H – Haven (41:00) Step 3 – I – Inner Captain (45:30) Step 4 – N – Non-Negotiables (50:00) Step 5 – E – Enable (58:00) Benefits of going through the SHINE process(1:02:00) How I intend to use what I've learnt so far from EstelleResourcesTax Advice Masterclass – Details and Enrol HereRegister for free 1-month trial for Croner-I's tax guidance/resourcesEstelle's free resources:  https://linktr.ee/EstelleAtBeee 

Send us a textFind out what the most valued skills and attributes are by employers of tax professionals, with Jack Bonehill and Sam Minor and Maisie Horrell from Pro-Tax Recruitment. After listening to this episode, you can be more strategic about what skills you work on improving, and propel your career forward more quickly – if this is what you want. Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/Show notes for this episode: thetaxprofessionalspodcast.com/TTPP107Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression (free course): https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnIntro from Maisie and Sam(5:30) Skills most universally valued by accountancy firm employers(16:30) Advice for developing relationship-building skills as a tax professional – an important skills in today's world(19:30) Summary of the most valued skills and attributes across all tax professionals(20:00) Compliance v advisory – the differences in valued skills and attributes, along with some advice for moving from a compliance role to an advisory-heavy or full advisory role(27:30) Specialism differences – how this impacts the valued skills and attributes(29:45) How grades/seniority impact the valued skills and attributes(30:30) Do accountancy firm employers value someone who excels in one or two areas, but lacks in others? (41:15) Director and partner level – most valued skills and attributes here(45:30) Less important skills and attributesThe most universally valued skillMaisie and Sam both agree on the universally most valued skill by accountancy firm employers.And guess what?My Tax Research Masterclass and Tax Advice Masterclass feeds into this perfectly.So if you want to use your time efficiently to develop your skills in the most valued areas, then take a look at both of these.The next masterclass is November this year. 

Send us a textLearn 5 takeaways to provide better tax advice from my worst client experience to date. Hear the story and the lessons.Tax Advice Masterclass: https://www.thetaxprofessionalspodcast.com/masterclasses/ Show notes: thetaxprofessionalspodcast.com/TTPP106Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseRough timingsEpisode intro(5:15) Story about a bad experience relating to a bad tax-advisory client that I had back in 2018, which was the richest learning experience for me re improving my advisory skills(10:00) Five lessons/takeaways from the experience to help you become better at providing tax advice:(11:00) Lesson 1: Being technically correct doesn't make the advice good – it's just an essential part(12:00) Lesson 2: Your advice should be workable and what is meant by this(13:00) Lesson 3: Your advice should be definitive (14:00) Lesson 4: You should talk in the client's language and bespoke your advice in all respects(15:15) Lesson 5: Longer advice does not equal more valuable adviceResourcesTax Advice MasterclassOther episodes to help get better at providing tax advice:TTPP83: Improve Your Tax Advice Skills - Stories and Tips of 2 Tax ProfessionalsTTPP32: The Technical vs Practical Tax Advisor and Which One's Best with Grahame Jackson, Tax PartnerTTPP 10: How to Write Good-Quality and Practical Tax AdviceStoryworthy: Engage, Teach, Persuade, and Change Your Life Through the Power of Storytelling by Matthew Dicks

Send us a textIn this episode, learn what in-house tax teams value and want from external tax advisors, so you can be their advisor of choice, with our guest Stephen Hodgson, in-house Head of Indirect Tax at Entain. There's some excellent advice from Stephen too re how to break bad news to a client in a good way and re what practical tax advice actually is.Show notes: thetaxprofessionalspodcast.com/TTPP105Tax Advice Masterclass (next one Nov 24): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnThe indirect tax team that Stephen runs(9:00) The type of external advice that Stephen's team in particular take(13:00) What do in-house tax teams want from external advisors (15:15) What level of responsiveness/communication is needed to keep in-house tax team happy(20:00) Whether, even as a large corporate, they would only consider Big 4 advisors?(23:00) The impact of cost when it comes to choosing and working with external tax advisors(25:30) The factor of industry knowledge and direct knowledge of the business(28:30) What Stephen means by practical advice (which is valued very much)(34:15) What a bad external advisor looks like? Bad traits/attributes(36:15) How to deal with giving advice the client won't want to hear in a way that they value(40:30) Who interacts with external advisors – is it only the heads of tax?(43:00) How to build a relationship with an in-house tax team from scratch to have the opportunity to support them(51:00) What Stephen would do differently when working with in-house tax teams, if he were to go back to practice(54:30) How an external tax advisor can be the advisor that an in-house tax team wants to work with and value?ResourcesPrevious episode with Stephen: TTPP53: Moving from Practice to In-House (Industry) with Stephen Hodgson, In-House Head of Indirect Tax 

Send us a Text Message.Show notes: thetaxprofessionalspodcast.com/TTPPBREAKMasterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseTimingsBreak and why(5:00) When will new podcast episodes be released? Future of the podcast(6:30) Planned episodes/pipeline upon the return from the break(12:00) Recommended episodes to listen to in the meantimeMe – Jack BonehillEmail: jack@thetaxprofessionalspodcast.comLinkedIn: https://www.linkedin.com/in/jackbonehill94/ Recommended eps to listen to in the meantimeTTPP98: How and Why I Moved Tax Role After Being Loyal for 7 Years (Interviewed by Sam Hart)TTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy RylanceTTPP88: Her Spectacular Route to Tax Partner at 29 with Ele Theochari [Tax Career Success Secrets Ep 12]All CTA/ATT/CBE episodesTTPP76: Why and How to Take Control of Your Tax Career with Charlie FriendTTPP61: 3 Great Ways to Make Money Outside Your Main Tax Role (and Related Advice)

Send us a Text Message.Rowan, our guest for this episode, is the most qualified UK tax professional. He's got 8 qualifications, and he is currently doing his 9th. Why did he do so many qualifications, and how has it benefitted his career?  By the end of the episode, you should have a good idea of the answer to the question: working in tax, should you do another professional qualification? This is a question I pondered for a while earlier in my career, and it's a hard one to answer.Show notes: thetaxprofessionalspodcast.com/TTPP104Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseTimingsOverview of Rowan's tax career(8:15) Is it easier to build an audit business than tax business?(9:30) How did Rowan become the most qualified UK tax professional. What motivated him?(17:30) How have all these qualifications benefited his tax career?(19:00) Should you do more qualifications or spend your time elsewhere as a tax professional. How many qualifications should you do? Is there a point where doing another is not that beneficial?(25:00) Benefits of being a mixed tax professional(27:30) Essential qualification to have as a tax professional, and nice ones to have, based on specialism/area of tax worked in(39:00) Mini rant about lawyers' tax knowledge (where they aren't specifically tax)(47:45) Bad advice given to CTA students and a bit about using legislation(53:00) How Rowan got his interesting gigs like being on Times Radio, being interviewed by Vogue and speaking to MPs in parliament Me – Jack BonehillEmail: jack@thetaxprofessionalspodcast.comLinkedIn: https://www.linkedin.com/in/jackbonehill94/ 

In this episode of the Tax Career Success Secrets series, we delve into Justine's career. We talk about the common theme of enjoyment across her roles, the unintended consequence of enjoying work as much as Justine, Justine's tips for winning tax work, and her advice to you if you want success in your own career with a wise twist.Show notes: thetaxprofessionalspodcast.com/TTPP103Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnBrief overview of Justine's career(13:30) What Justine learnt when she moved from EY to HMRC, and why she moved given she enjoyed HMRC so much(19:00) Setting up her own employment tax and HR firm and why she stopped it despite its success(31:00) How Justine made a success of running her own firm(35:00) Justine's tips for winning work(44:00) A constant challenge Justine has had over her career(49:30) Justine's advice for people who want to be successful in their tax career

Learn how to find the passion you can use to hugely benefit your tax career, with guest Andrea Manzini. Andrea is the person who's started the campaign against the High Income Child Benefit Charge (HICBC). Hear his story, what he's done, how his career has benefitted, and how you can do the same from taking advantage of one of your passions.Show notes: thetaxprofessionalspodcast.com/TTPP102Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnOverview of Andrea and his tax career(6:30) How Andrea's passion to change the High Income Child Benefit Charge (HICBC) started(18:45) How Andrea's tax career has benefitted from his passion for the High Income Child Benefit Charge (plus a bit about my ‘tax' passion)(37:30) Advice to help tax professionals find and take advantage of a passion of theirs for the benefit of their tax career

Show notes: thetaxprofessionalspodcast.com/TTPP101Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/Subscribe: thetaxprofessionalspodcast.com/subscribTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseRough timingsA bit about Thomas and his tax career, and what spurred him to leave HMRC after 20 years(8:30) Why Thomas believes he's been successful in his senior role, straight from HMRC(11:00) Commercial awareness: an area where Thomas lacked when he first left HMRC, what he means by commercial awareness and how he addressed the shortfall(16:15) Discussion around critical thinking and its importance(17:45) Thomas's technical knowledge when he left HMRC – was it good enough?(23:00) What Thomas has learnt about business development (BD), winning clients and winning work since leaving HMRC(28:00) Key skills to do well outside HMRC(38:15) Thomas's advice for someone that's thinking about leaving HMRCResourcesTTPP62: Making the Move from HMRC to Private Practice with David Rose – His Story and Advice

From Tax Graduate to Director: a deep dive into my (Jack Bonehill's) tax career to date. Listen for the overview and insightShow notes: thetaxprofessionalspodcast.com/TTPP100Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseTimingsFinding my first tax job after university(8:00) Chapter 1: My first tax job (which was for an employment-taxes boutique):Being in the filing room for a whole weekSetting the foundations of my tax career (ATT, Excel, but also getting tinnitus)Why I leftHow much I was paid(18:45) Chapter 2: Dains – from Tax Assistant to Tax Senior Manager (7 years)Sideways move – was it for more money?Not liking being an employment tax specialist so early onBecoming CTA qualifiedFeeling lost after CTA but how a business coach helpedThe start of reading books to help with my career – and why I think these made such a big impact on my careerThe three core areas to be a successful tax professionalBecoming a people manager – my aim and delegationJob offers and potential other jobs(43:45) Chapter 3: The Tax Professionals Podcast, training and relatedHow I came to start the podcast and whyReducing my tax job hours to 4 days a week and starting doing masterclasses for tax professionalsOpportunities I've gotten from the podcast(55:15) Chapter 4: PKF Smith Cooper – becoming an Employment Tax DirectorResourcesEpisodes mentioned:TTPP98: How and Why I Moved Tax Role After Being Loyal for 7 Years (Interviewed by Sam Hart)TTPP 1: How to Undertake Effective Tax ResearchTTPP49: 5 Skills to Master Early in Your Tax CareerTTPP76: Why and How to Take Control of Your Tax Career with Charlie FriendVERY useful books for your tax career:The 7 Habits Of Highly Effective People by Stephen R. CoveyThe 7 Habits Of Highly Effective People WorkbookThe One Thing: The Surprisingly Simple Truth Behind Extraordinary ResultsAtomic Habits

Show notes: thetaxprofessionalspodcast.com/TTPP99Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseRough TimingsLesson 1: Results alone aren't necessarily enough to get you the promotion to deserve at the point in time you deserve it(9:00) Lesson 2: If you focus soley on results, you can make yourself miserable(13:00) Lesson 3: Delegation Lessons (3 tips)(17:30) Lesson 4: Current clients are a great place to start when wanting to win new tax work(22:45) Lesson 5: People buy from people, not firms(26:00) SummaryResourcesEpisodes mentioned:TTPP98: How and Why I Moved Tax Role After Being Loyal for 7 Years (Interviewed by Sam Hart)TTPP40: Key Lessons Learnt from Tax Manager to Senior Manager 

This episode is an insight into my thinking and decision to leave Dains after 7 years and join PKF Smith Cooper as Employment Tax Director.Show notes: thetaxprofessionalspodcast.com/TTPP98Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnOverview of my tax career and a bit about me(7:00) Why I decided to leave Dains after 7 years and how I found my new role(12:30) Key reason for me deciding to join PKF Smith Cooper(16:00) The interview process I went through, how I prepared, and related advice(19:15) Did I negotiate my package and did I accept straight away?(23:00) The worst part about leaving Dains(25:45) What I'm looking forward to in my new role, my career's future, and what I'm worried about(31:30) Deeper dive in some areas and additional infoResourcesMasterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse

Show notes: thetaxprofessionalspodcast.com/TTPP97Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnOverview of Stevi and his career(16:30) The pressures on in-house tax teams & how technology can help(30:30) Can you have one piece of tax tech that deals with all taxes and does everything?(34:15) Why is using OneDrive/Sharepoint and Excel alone not good enough in today's world for in-house tax functions?(42:30) Where should in-house tax teams start when improving their use of tax(47:15) How to identify the right tax-tech software you need once you've identified the problem/areas of improvement(50:30) How external advisors can support in-house tax teams to use tax tech to improve the team?(55:00) Should small businesses invest in tax tech or is it limited to large multinationals currently?ResourcesOther tax tech episodes:TTPP81: Tax Technology Director Shares What It's Like to Work in Tax Tech with Alexander Kobakhidze [Tax Role Insights, Episode 3]TTPP90: Improve Your Tax Research and Save Hours of Time with AI with Nick Stobbs from Tax on Demand 

Show notes: thetaxprofessionalspodcast.com/TTPP96Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll Learn A bit about Amy and her tax career (5:45) Overview of Amy's ATT and CTA journey, including what happened when she sat her first CTA paper(12:00) Amy's key advice for passing the CTA Application and Professional Skills (APS) paper(16:30) With hindsight, how would Amy have prepared differently for the CTA Human Capital Advanced Technical Paper (HC AT)(19:15) How Amy kept motivated and determined to pass after her knockbacks and why she almost gave up(25:00) The evolution of her mindset – to get the right one to pass(28:00) What Amy did differently, the time that she passed – how she passed and studied learnt the whole syllabus with a deep understanding of the topics ResourcesTax flashcards/squares – email Jack (jack@thetaxprofessionalspodcast.com) or Nitin (cta@bpp.com) for samples.FREE – CTA Study Phase Checklist so you can make sure you ‘complete' the study phase before revision, going into revision as prepared as you canFREE – ATT/CTA revision folder guide, which was made when the exams became open book. This is somewhat outdated now, but there is still useful information in thereFREE – 8 CTA/ATT revision tips summary, which does exactly what it says on the tinOther exam-support related podcast episodes: https://www.thetaxprofessionalspodcast.com/category/podcast/att-cta/

Show notes: thetaxprofessionalspodcast.com/TTPP95Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseIn this episode, we are joined by Devereux chambers – specifically Max Schofield (a tax barrister), Glenn Billenness (Director of Clerking and Business Development) and Aparna Nathan KC (a tax barrister).You'll Learn(6:15) What does instructing mean when it comes to tax barristers and who can instruct one?(13:00) What does litigation mean?(16:30) What can you instruct a tax barrister to do (i.e. how can they help you and your clients)?(20:30) What exactly are barrister opinions for tax and are they helpful?(27:15) At what point/when should a tax barrister be instructed?(36:30) What's the difference between a KC and non-KC barrister?(41:45) How do fees work?ResourcesRelated eps:TTPP51: Criminal HMRC Tax Investigations & Mistakes to Avoid with Alice Kemp, Barrister and Host of RCP Taxing Matters PodcastTTPP59: What It's Like to be a Tax Barrister with Harriet Brown (and How to Become One) [Tax Role Insights, Ep 1]Tax Research Masterclass (link to business case in the full details)

Show notes: thetaxprofessionalspodcast.com/TTPP94Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnAn overview of Angela's career(6:45) Why Angela decided to move to ETC Tax, her initial remit, and what ETC Tax looked like at this time(14:00) Angela's current remit as Managing Director – what she does and what she is responsible for(24:15) How much Angela gets involved in the doing of tax work(27:00) The pros and challenges of being Managing Director of a small tax business(36:45) Whether Angela finds anything stressful about her role(39:45) What drives Angela to continueResourcesTax Advice MasterclassTTPP93: Ex-CIOT Examiner Shares Insight into the Role and How to Become One with Sam Hart

Show notes: thetaxprofessionalspodcast.com/TTPP93Subscribe: thetaxprofessionalspodcast.com/subscribeTax Advice MasterclassTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnAbout Sam and her career(11:15) Starting to talk about the CIOT examiner role, and how examiners are ‘engaged'(13:45) The exam writing process(18:45) Why Sam decided to become a CIOT/CTA examiner21:30 Is there a better way to assess tax students instead of exams?(25:45) Marking exams, managing time here, how pay works for marking, and whether you need to know the full syllabus to be an examiner (how wide does your technical knowledge need to be)(29:00) Sam's advice if you want to become a CIOT examiner and what Sam liked about being an examiner(35:00) How your technical tax competence, knowledge and skill is assessedResourcesTax Advice Masterclass

Show notes: thetaxprofessionalspodcast.com/TTPP92Subscribe: thetaxprofessionalspodcast.com/subscribeTax Advice MasterclassTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnA bit about Omar Aswat CTA and his journey in tax so far(11:30) Challenges Omar's had from having his own firm(16:00) Big pros from having his own tax firm and how Omar went from being employed to running his own firm(26:00) The first big advisory projects that Omar won(35:00) How Omar was able to develop his advisory skills(40:30) Spotting opportunities to help save tax or support clients to benefit them and win you workResourcesTax Advice MasterclassTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse

Show notes: thetaxprofessionalspodcast.com/TTPP91Subscribe: thetaxprofessionalspodcast.com/subscribeTax Advice MasterclassTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnA bit about Reza and his fist business idea(15:30) What are the four pillars of running a successful accountancy and/or tax firm?(19:15) The ‘pricing' pillar – how to price based on value and not time spent, increasing profitability with less effort(42:00) Giving different pricing options with tax/accountancy work(57:00) A bit about the ‘positioning' pillarResourcesTax Advice MasterclassFree book link (The Four Pillars): Https://go.rezahooda.com/order-348362211681564311623Podcast (The Profitable Accountant Podcast): https://www.rezahooda.com/podcasts/the-profitable-accountant-podcast 

Show notes: thetaxprofessionalspodcast.com/TTPP90Tax Research Masterclass (link to business case in the full details)Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timingsAbout Nick and his involvement in the tax world(9:15) Information about Co-pilot – the ChatGBT equivalent but for HMRC manuals – including what it is and how it works(12:15) What is a ‘large language model' and what is ‘RAG' (retrieval augmented generation)?(19:00) How does Co-pilot benefit tax advisors?(23:00) Is AI good enough to find the answer to complex tax queries?(25:00) A bit about use cases of Co-pilot and tech in tax(29:15) Could AI dilute tax specialisms or reduce the amount of jobs?(38:00) How Co-pilot is different to the online digital resources like Croner's Navigate ResourcesTax Research Masterclass (link to business case in the full details)Free access to the current version of Co-pilot

Show notes: thetaxprofessionalspodcast.com/TTPP89Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseRough timingsCroner-I Navigate Tax (digital resource), including details about the available resources and a bit about how I use it to do tax research(12:15) Tolley Library and Guidance (digital resource), including details about the available resources and how you can use it(17:30) Westlaw (for case law), including the feature that has saved me hours of time(21:15) Tolley's Tax books(23:30) Claritax books(25:00) Bloomsbury books, including a bit about how to find what you need from a book(28:15) SummaryResourcesTax Research Masterclass (link to business case in the full details)Croner-I Navigate 7-Day Free TrialMessage me to get the 7-day free trial:LinkedIn: https://www.linkedin.com/in/jackbonehill94/ Email: jack@thetaxprofessionalspodcast.com Link to Croner-I Navigate: https://library.croneri.co.uk/ Link to gain free access to Croner-I Navigate Lite: https://documents.thetaxprofessionalspodcast.com/croner-i Other tax-research episodes:TTPP80: Best Free Resources to Find Tax Answers and Use When Undertaking Tax Research TTPP60: Improving Your Tax Research Skills – Stories and Tips of 3 Tax ProfessionalsTTPP55: How to Research a Tax Technical QueryTTPP42: Master Using HMRC Manuals for Tax ResearchTTPP37: Master Using Tax Legislation (and the Benefits this Brings) TTPP 1: How to Undertake Effective Tax Research

Show notes: thetaxprofessionalspodcast.com/TTPP88Tax Research MasterclassSubscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseRough timingsOverview of Ele's unconventional tax career(8:30) Why Ele decided to join a start-up from Big 4 and how working in a start-up has given her a career advantage(14:45) People telling her she was making career-ending moves(20:00) Why she decided to move back to a bigger firm(23:00) Ele being shortlisted two times for Tolley's Taxation's Rising Star award(25:30) Ele's secret to achieving what she has before turning 30(33:30) Challenges Ele has faced and how she overcame them(43:00) What is a business case and what goes in one? For those interested in becoming director or partner(51:00) Ele's usual working hours and whether she's had to work herself to the bone to get to where she is now(53:00) Ele's advice to her younger self and to you and other people interested in becoming a tax partner as quickly as possibleResourcesTax Research Masterclass (link to business case in the full details)TTPP87: Becoming a Tax Partner Made Easy with These 12 Areas with Heather Townsend

Show notes: thetaxprofessionalspodcast.com/TTPP87Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseTax Research MasterclassYou'll LearnA bit about Heather and how she's got to where she is now(11:00) Overview of the 12 areas for becoming a tax partner(24:15) The first 5 areas (fundamentals) in detail(39:00) The next 3 (winning work) in a bit more detail(45:15) The final 4 (business and personal case) in a bit more detailResourcesTax Research MasterclassHeather's books:Poised for Partnership: How to successfully move from senior associate and senior manager to partner by building a cast-iron personal and business case for partnershipThe Go-To Expert: How to Grow Your Reputation, Differentiate Yourself From the Competition and Win New BusinessHow to Make Partner and Still Have a Life: The Smart Way to Get to and Stay at the Top

Sam Mitha, CBE, ex-HMRC Deputy Director of Central PolicyShow notes: thetaxprofessionalspodcast.com/TTPP86Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseTax Research MasterclassYou'll LearnA bit about Sam and his HMRC career in tax policy(6:15) What is tax policy?(9:30) How guidance fits into the tax-policy process(14:15) Why it's beneficial for us as tax professionals to understand how policy is made(23:15) The tax policy process – what's involved(30:00) The tax-legislation making process(50:15) The extent of the Chancellor's involvement in tax policy(1:07:15) How we can get involved in tax policy for the benefit of our careerResourcesTax Research MasterclassSam's articles:Tax and Politics: Taxjournal.com (1 June 2021)U.K. COVID-19 Diary: Policy and Impacts, National Tax Journal, 2020, vol. 73, issue 3, 847-878A heretical view of tax simplification: Taxjournal.com:15 June 2017)

Show notes: thetaxprofessionalspodcast.com/TTPP85Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseContent/TimingsWhat content you could be posting on LinkedIn(10:45) The importance of the first few sentences of your written posts(12:45) How you can improve your profile so that you get more views and convey your message clearly(15:30) Why you should be commenting on other people's posts(20:45) How often should you be posting, what should you be posting about, and how to make your posts more interesting(35:00) Outside of posting and commenting, what else should (42:15) Creator mode and whether you should be using it(45:30) A bit about LinkedIn pods and why you should avoid them48:00) How to get more engagement with your postsResourcesMasterclasses for tax professionals:Tax Research MasterclassTax Advice Masterclass

Show notes: thetaxprofessionalspodcast.com/TTPP84Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnAn overview of Pete and his tax career(19:45) Pete's remit in nurturing tax staff and where he is focusing his efforts(28:15) How Pete is developing his staff – the actions he is taking – the importance of having your own style, and Pete's tips around explaining tax rules to others in a ways that's easy to understand(62:15) What the individual's/trainee's responsibility is when they are being nurtured/developed – what they should be doing(69:30) Discussion around whether a member of staff can be a lost cause and it's not possible to help them(75:00) Methods to help train and nurture your tax staffResourcesMasterclasses for Tax Professionals

Show notes: thetaxprofessionalspodcast.com/TTPP83Tax Advice MasterclassSubscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnChrissie:(6:15) How Chrissie started getting involved in tax advice and how she's involved now(8:15) What she finds most difficult about providing advice and changes from when she started providing tax advice to now(13:45) What made Chrissie want to get better at providing advice(18:15) What Chrissie has done to get better at providing advice(27:00) Tips from Chrissie to help you get better at providing adviceBrandon:(35:45) How he started getting involved in tax advice and how she's involved now(38:00) What he finds most difficult about providing advice (40:30) Why Brandon wanted to get betterResourcesTax Advice Masterclass

Show notes: https://www.thetaxprofessionalspodcast.com/ttpp82 Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnNitin's story for becoming the blunt, to-the-point tax tutor he is and also why we are focusing on the reason people fail CTA exams in this episode(6:45) Mistakes students make in the ‘preparation' stage(14:00) Mistakes people make during the classroom sessions (whether in person or remote), including how early you should start studying(23:00) Mistakes people make post classroom and after studying the material, including my unpopular but important opinion(29:00) Mistakes students make in the revision phase(38:30) A bit about mentality and attitude (41:00) Mistakes when it comes to past question practice and whether or not to use legislationResourcesTax flashcards/squares – email Jack (jack@thetaxprofessionalspodcast.com) or Nitin (cta@bpp.com) for samples.FREE – CTA Study Phase Checklist so you can make sure you ‘complete' the study phase before revision, going into revision as prepared as you canFREE – ATT/CTA revision folder guide, which was made when the exams became open book. This is somewhat outdated now, but there is still useful information in thereFREE – 8 CTA/ATT revision tips summary, which does exactly what it says on the tinOther exam-support related podcast episodes (including CBEs): https://www.thetaxprofessionalspodcast.com/category/podcast/att-cta/ Webinars on CTA exams: https://www.taxrecruitment.co.uk/webinars/ 

Alexander used to be Head of Tax Technology at Uber (pretty cool!) and is now Tax Technology Director at FonoaShow notes: thetaxprofessionalspodcast.com/TTPP81Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnIntroduction to Alexander and a brief overview of his career(18:30) Biggest misconceptions about working in tax tech and crossing the jargon barrier between tax and tech professionals(25:00) What tax technology roles entail, from Alex's roles, and a discussion around the roles(36:30) Could a tax professional become a tax code and who becomes good tax tech people?(45:00) How to get a taste for tax tech and what type of businesses need tax tech specialists?(47:30) Work-life balance for tax tech roles and a bit about salaries(54:55) Advice to those who want to move into tax techResourcesTax Role Insights EpisodesMasterclasses for Tax Professionals

Show notes: thetaxprofessionalspodcast.com/TTPP80Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnTips to better use free tax resources(6:45) Best free tax legislation resources(10:45) Best free HMRC guidance resources(15:30) Best free tax-case-law resources(17:45) Other good free tax guidanceSummaryResources Tax Research MasterclassOther tax-research podcast episodes:TTPP60: Improving Your Tax Research Skills - Stories and Tips of 3 Tax ProfessionalsTTPP55: How to Research a Tax Technical QueryTTPP42: Master Using HMRC Manuals for Tax ResearchTTPP37: Master Using Tax Legislation (and the Benefits this Brings)TTPP 1: How to Undertake Effective Tax ResearchTax Research - How to Use Google Operators to Find Tax Information More Easily 

Show notes: thetaxprofessionalspodcast.com/TTPP79Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnAn overview of Laura's career(13:30) An insight into Laura's role as a tax partner at Azets(18:15) How involved she gets in the day-to-day tax work(21:15) Her remit and what is expected of her(28:00) Whether as tax partner, she has unlimited control(31:00) Some information around tax-partner salaries (37:00) What a normal week looks like for Laura(38:30) Work life balance as a tax partner and whether it's possible to work ‘normal' hours(45:00) Laura's advice if you want to become a tax partnerResourcesTax Role Insights EpisodesMasterclasses for Tax Professionals

Show notes: thetaxprofessionalspodcast.com/TTPP78Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnKey reasons why students fail the APS exam(18:00) How you should deal with gaining the CTA awareness knowledge you need (particularly for those of you on the ATT/CTA joint pathway)(21:00) Advice if you're thinking to sit an APS paper and AT paper at the same time(26:55) How the marking works (the criteria to pass) and how to demonstrate the desired skill level in each area in the APS paper(32:00) How to prepare to pass the APS paper (including application of knowledge and revision)(43:15) What the pre-seen is and how you should use this(49:30) The importance of planning and how to plan(54:30) Final advice from Nitin for passing this examResourcesTax flashcards/squares – email Jack (jack@thetaxprofessionalspodcast.com) or Nitin (cta@bpp.com) for samples.FREE – CTA Study Phase Checklist so you can make sure you ‘complete' the study phase before revision, going into revision as prepared as you canFREE – ATT/CTA revision folder guide, which was made when the exams became open book. This is somewhat outdated now, but there is still useful information in thereFREE – 8 CTA/ATT revision tips summary, which does exactly what it says on the tinOther exam-support related podcast episodes: https://www.thetaxprofessionalspodcast.com/category/podcast/att-cta/ 

Show notes: thetaxprofessionalspodcast.com/TTPP77Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnOverview of Ben's career and what a portfolio finance director is(17:15) Why Ben has limited his services, not providing the full range of accountancy services, and why it's good to restrict your tax services(20:00) How to get prospects or contacts to know how you can help them so they know to come to you or when to introduce you to a contact, and how to get people to see value in your advice(36:30) How to manage the situation where a client or prospect asks you to do something outside of your specialism or the services you are willing to provide and not damage your relationship with them(44:00) A discussion around referring and how Ben operates in this space – to introduce and be introduced – with it reflecting well on him in both casesResourcesMasterclasses, including:Tax Advice MasterclassTax Research MasterclassTTPP23: The Benefits of Having Your Own Tax Specialism/Niche (& Tips to Choose Yours!) with Sofia Thomas

Show notes: thetaxprofessionalspodcast.com/TTPP76Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnOverview of Charlie's tax career (she started as an apprentice, without going to uni)(10:00) Whether she was held back for being young, despite being CTA qualified at 21(11:45) Why you should take control of your tax career(17:30) How to take control of your tax career and figuring out what you want to do with your career(31:00) How she became a Tax Manager at PwC at 24 (which includes some very good advice)(40:00) How to overcome some difficulties/challenges you may face when trying to progress, become promoted, and taking control of your career(52:00) How to get the support you needResourcesTTPP 3: How to Obtain Good Quality Feedback (and Why You Should Ask for More!)TTPP46: 8 Tips on Providing Feedback to Grow and Develop Staff

Show notes: thetaxprofessionalspodcast.com/TTPP75Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll Learn8 tips to avoid working unnecessary long hours, and get the work-life balance you want, as a tax professionalTip 1: Be upfront and honest whether a deadline is achievable (10:15) Tip 2: Make your boundaries clear to your colleagues(14:15) Tip 3: Purge all pointless, non-essential, and non-important tasks(21:15) Tip 4: Schedule time for the important tasks – particularly the non-essential(24:45) Tip 5: Think long term and short term(30:15) Tip 6: Aim to be productive and effective when doing work(35:00) Tip 7: Delegation to and support from colleagues(37:45) Tip 8: Look for an employer where the hours you want to work are possibleResourcesMasterclasses for tax people – Tax Research Masterclass and Tax Advice MasterclassTTPP 4: How to be a Better Delegator to Progress your Career with Mike ClaytonTTPP34: Successfully Delegate Tax Work, Particularly to Less-Experienced & Junior Staff7 Habits of Highly Effective People – book The One Thing – book 

Show notes: thetaxprofessionalspodcast.com/TTPP74Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnSalman introduction and overview of tax career(9:00) What is a role in tax risk?(17:30) What is role in tax-dispute resolution(22:15) What does delegation and team structure look like in tax risk and tax-dispute resolution?(31:00) What does a normal week look like for Salman?(38:00) What type of business (e.g. accountancy firms, in-house, etc) take on people with Salman's specialism, and could he become a head of tax?(42:00) What's work-life balance like working in this area?(45:30) Routes into tax-dispute resolution and tax risk – do you need to have worked in HMRC?(57:00) Advice for people wanting to specialise in Salman's areaResourcesTTPP59: What It's Like to be a Tax Barrister with Harriet Brown (and How to Become One) [Tax Role Insights, Ep 1]Tax Advice Masterclass – Pre-orderTax Advice Masterclass – Non-Pre-orderAll Masterclasses

Show notes: thetaxprofessionalspodcast.com/TTPP73Subscribe: thetaxprofessionalspodcast.com/subscribeRegister interest for my masterclasses for tax professionals: thetaxprofessionalspodcast.com/trainingfortaxprofessionalsYou'll LearnOverview of Glyn's career(13:00) Why Gyn decided to become a tax writer, rather than continue with in-house Head of Tax Roles, including Glyn's insight into the pressures of in-house tax roles(23:15) How, as an external tax advisor, you can best work with in-house professionals(28:00) How Glyn's roles expanded into pensions and what the roles entailed(35:00) How Glyn's tax career motivators have changed over time(41:45) The richest learning experience from Glyn's career (and it wasn't all roses)(49:30) Standout piece of tax-career advice Glyn received and advice he would give to his younger self(56:00) How Glyn wants to help tax professionals through his role at Croner-IResourcesSign up to Croner-I's Tax Weekly newsletter for free: thetaxprofessionalspodcast.com/croner-i. As a listener, you will also get a discount from paid products if you mention you listen to the podcast Register interest for my masterclasses for tax professionals: thetaxprofessionalspodcast.com/trainingfortaxprofessionalsMessage me if you'd like to help shape the Tax Advice Masterclass (jack@thetaxprofessionalspodcast.com) – I'm looking for a few people