Shows
The Tax Professionals PodcastTTPP126: Nov 2025 Budget Rant (Tax): Stop Tinkering and Tackle the Charlatons (with MTD Therapy)Send us a textIn this episode of The Tax Professionals Podcast, host Jack Bonehill joined MTD Therapy, a community for accountants and tax advisors, for an unfiltered discussion — sometimes full-on ranting — about the latest UK Budget.Around the ranting, you’ll hear clear explanations of the key Budget announcements and expert insights into them.Episode show notesThe Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. MTD TherapyTimings[00:01:49] First rant[00:08:07] Start of tech...
2025-12-0150 minThe Tax Professionals PodcastTTPP125: How to Turn Tax Jargon into Plain English Advice that Clients LoveSend us a textYour advice is probably full of unnecessary tax jargon without you even realising it. However, you can use simpler language without losing meaning — and your advice will be much better for it. In this episode, host Jack Bonehill identifies the overly complex wording in a real piece of tax advice and shows how the same points can be written in plain English that clients actually understand and will love you for.Episode show notesThe Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. T...
2025-10-2717 minThe Tax Professionals PodcastTTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients' EyesSend us a textYou might be giving technically perfect tax advice — but if it’s too long or too complicated, it won’t land well with clients.In this episode, Jack Bonehill shares a real story where two simple questions helped turn a colleague’s advice from technical to client-friendly. You can use these questions to instantly make your advice clearer, shorter, and more valuable from a client’s perspective.If you want to deliver better advice that clients truly value — this episode is for you.Show notes: thetaxprofessionalspodcast.com/TTPP124
2025-10-1310 min
Change Work LifeDoing things differently: working a traditional career in a non-traditional way - with Jack Bonehill of The Tax Professionals PodcastQuestions? Comments? Episode suggestions? Send us a text message!#210: Jack Bonehill is a tax advisor and host of The Tax Professionals Podcast. He explains why he started a podcast about tax, how his employer responded to his podcast, and the benefits he’s gained through podcasting. What you’ll learn[02:52] Trying to make money with YouTube videos. [03:47] Why Jack made a podcast about tax. [05:31] How to overcome imposter syndrome. [06:18] The personality behind wanting to start a side hustle. [08:25] What makes challenge attractive. [09:37] The pros and cons of wanting to be a high achiever.[1...
2025-07-1557 minThe Tax Professionals PodcastTTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-ScottSend 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 care...
2025-05-121h 02The Tax Professionals PodcastTTPP117: Become a Better Tax Professional With My Lessons From Having a Side HustleSend 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...
2025-04-2844 min
The Professional SpeaksJack Bonehill: How side hustles can make us a better professional services advisorJack Bonehill has a successful podcast dedicated to tax professionals and he also offers tax technical training but this is not his full time job. As well as this, Jack works as an Employment Tax Director for PKF Smith Cooper in their Birmingham office. In this episode, we find out more about how he manages to juggle having a side hustle whilst being a tax advising leader as well as some insight into him previously winning Tolley’s rising star award.Outline of Timings: 00:00-06:57: Introduction and...
2025-04-0637 minThe Tax Professionals PodcastTTPP115: How to be an Excellent Tax Junior, Graduate, Trainee or Apprentice with Olivia PryerSend 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...
2025-03-0342 minThe Tax Professionals PodcastPodcast Break for Christmas, Recommended Eps from 2024, and Update From MeSend 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)...
2024-12-0910 minThe Tax Professionals PodcastTTPP111: HMRC Tax Fraud Investigations: What COP9 Is and How To Prevent Disaster with Lucy SauvageSend 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 fr...
2024-11-2554 minThe Tax Professionals PodcastTTPP110: Has HMRC's ADR Become Pointless or Worthwhile to Solve a Tax Dispute? with Barbara BentoSend 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...
2024-11-1158 minThe Tax Professionals PodcastTTPP107: Most Desired Skills and Attributes re Tax Professionals by Accounting Firms with Maisie and Sam from ProTaxSend 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 cou...
2024-09-3050 minThe Tax Professionals PodcastI'm Taking a Break and Future of the Podcast - Update from MeSend us a textShow 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.comLi...
2024-07-0518 minThe Tax Professionals PodcastTTPP104: Becoming the Most Qualified UK Tax Advisor: Was It Worth It? with Rowan Morrow-McDadeSend us a textRowan, 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/TTPP104
2024-07-011h 01The Tax Professionals PodcastTTPP100: The First 9 Years of My Tax Career: Obsessed with Own DevelopmentSend us a textFrom 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):Bei...
2024-05-061h 01The Tax Professionals PodcastTTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy RylanceSend us a textShow 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...
2024-03-1148 minThe Tax Professionals PodcastTTPP89: What are the Best Tax Resources for Research That Aren't Free?Send us a textShow 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 bo...
2023-12-0431 minThe Tax Professionals PodcastTTPP82: Why Students Fail CTA Exams (Key Mistakes) with Nitin RabheruSend us a textShow 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 clas...
2023-08-2853 minThe Tax Professionals PodcastTTPP78: How to Pass the CTA APS Exam with Nitin RabheruSend us a textShow 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 demo...
2023-07-0357 minThe Tax Professionals PodcastTTPP73: Supporting Tax Professionals with Reliable Tax Guidance from 35 Years of Tax with Glyn Fullelove [Tax Career Success Secrets, Ep 11]Send us a textShow 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...
2023-04-241h 05The Tax Professionals PodcastTTPP72: How to Train Your Tax Staff to Help Them FlourishSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP72Subscribe: thetaxprofessionalspodcast.com/subscribeMasterclasses for Tax Professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/You’ll LearnBenefits of training and supporting your tax staff(6:15) Ways that you can train and support your tax staff, including:(6:15) Involving staff in tax work where they can learn and develop(12:30) Shadowing(14:45) Use of training courses(17:00) The mindset of the person being trained is key(20:45) Removing barriers(23:15) Personal development plans in...
2023-04-1025 minThe Tax Professionals PodcastTTPP71: How to Move Out of Tax with Success if Tax Isn't for You, with Tony StevensonSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP71Subscribe: thetaxprofessionalspodcast.com/subscribeMasterclasses for Tax ProfessionalsYou’ll Learn(2:30) What was going through Tony’s mind when he decided to try a role outside of tax and why he felt like tax wasn’t for him(15:00) The value Tony got from his time working in tax(17:15) The worries and concerns Tony had about moving out of tax, and his advice in relation to this and what you should do before moving out of tax(29:00) What Tony did to not...
2023-03-2758 minThe Tax Professionals PodcastTTPP70: How to Revise for the CTA Advanced Technical Exams (Closed Book) with Nitin RabheruSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP70Subscribe: thetaxprofessionalspodcast.com/subscribeFree 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 C...
2023-03-1353 minThe Tax Professionals PodcastTTPP69: From Tax Partner to Founder of Claritax Books with Ray Chidell [Tax Career Success Secrets, Ep 10]Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP69Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnOverview of Ray’s tax career(7:00) What Ray likes about writing and publishing, and an insight into Claritax(12:00) Ray’s biggest career achievement(14:15) How Ray’s dealt with having numerous tax roles at once, and his advice(20:30) How Ray’s career motivators changed through his career(23:15) The lead up to starting Claritax Books, the one thing that meant it may not ha...
2023-02-2752 minThe Tax Professionals PodcastTTPP68: How to Find and Be Offered an Exciting New Tax Job, Perfect for You, with James HowellSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP68Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(6:00) Circumstances where you should stick with your current tax job and indicators that you should move (14:00) Understanding your career drivers – the importance of them and how they feed into your job hunt(19:30) How to figure out what the right tax job is for you(23:15) Should you use a tax recruiter? How they can help, plus pros (including getting a bette...
2023-02-1356 minThe Tax Professionals PodcastTTPP67: 9 Tips to Become Better at Presenting Tax WebinarsSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP67Subscribe: thetaxprofessionalspodcast.com/subscribeMBL Webinar: MSC Rules from Start to Finish - A Risk Management Guide for Tax Advisors & Accountants by Jack BonehillYou’ll Learn9 tips to help you deliver impactful, memorable, and engaging tax webinarsTip 1: Tell people what is coming up and what they can expect to learn (5:30) Tip 2: Use the notes section within PowerPoint to add prompts/scripts(9:00) Tip 3: Make sure your slides are simple & visual(13:15) Tip 4: Break down complicated information into bitesize chunks – almost alway...
2023-01-3032 minThe Tax Professionals PodcastTTPP66: Award-Winning In-House Tax Leader Shares Her Advice with Tasneem Kadiri [Tax Career Success Secrets, Ep 9]Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP66Subscribe: thetaxprofessionalspodcast.com/subscribeCTA Study Checklist – FREE DOWNLOAD – to help students prepare properly and pass the CTA exams: thetaxprofessionalspodcast.com/studychecklist You’ll LearnAbout Tasneem’s career (an overview)(8:30) Times in Tasneem’s life that changed her career trajectory and inspired her to achieve what she has, despite the cards being stacked against her(13:00) How Tasneem proved she should be taken seriously and what this meant for her tax career(15:45) A discussion on your personal brand(19:00) How having kids...
2023-01-1643 minThe Tax Professionals PodcastTTPP65: 5 Undeniable Benefits of Using and Analysing Tax Case LawSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP65Subscribe: thetaxprofessionalspodcast.com/subscribeTax Research Masterclass:https://www.thetaxprofessionalspodcast.com/masterclasses/ You’ll learn5 Reasons why you should use case law more as a tax professionalReason 1: It helps you improve your client’s position during HMRC enquiries(7:45) Reason 2: It enables you to provide better tax support to clients(13:30) Reason 3: It’s an excellent way to improve your tax technical skills and ability(19:30) Reason 4: It’s a relatable and practical way to increase your tax knowledge(22:00) Reason 5: It takes...
2023-01-0228 minThe Tax Professionals PodcastTTPP64: Win More Tax Work with These 3 Helpful LessonsSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP64Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn3 important lessons in relation to winning tax work (usually referred to as business development), from my experiences(Start) Lesson 1: Is it better to do loads of campaigns/ways to win tax work or is less more?(10:00) Lesson 2: The importance of raising awareness of how you can help through your tax services, and helping clients see that the best thing fo...
2022-12-1923 minThe Tax Professionals PodcastTTPP63: How to Study for the May 2023 CTA Exam (Back to Closed Book) to Maximise Chances of Passing with Nitin RabheruSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP63Study Phase Checklist – download here: thetaxprofessionalspodcast.com/studychecklist Tax flashcards/squares – email Jack (jack@thetaxprofessionalspodcast.com) or Nitin (cta@bpp.com) for samplesSubscribe: thetaxprofessionalspodcast.com/subscribeYou’ll LearnHow the exams will be different in May 2023(6:00) When you should start studying (11:00) The distinction between the study phase and the revision phase(13:00) How I approached studying for the closed book exams to achieve 1st time passes each time, (20:15) Nit’s advice to help with memorisatio...
2022-12-0547 minThe Tax Professionals PodcastTTPP62: Making the Move from HMRC to Private Practice with David Rose – His Story and AdviceSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP62Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnA bit about David’s background and where he’s at now(5:30) Why he started thinking about moving, and the action David took (11:45) What made David go down the route of joining a smaller firm and take the job he did as his first tax role outside HMRC(14:30) The fears he had around making the move and how he overcam...
2022-11-2141 minThe Tax Professionals PodcastTTPP61: 3 Great Ways to Make Money Outside Your Main Tax Role (and Related Advice)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP61Subscribe: thetaxprofessionalspodcast.com/subscribeTax Research Masterclass: http://www.thetaxprofessionalspodcast.com/masterclasses/You’ll LearnAbout paid tax writing (including common opportunities, information re what you can expect to be paid, benefits, and ways to land a paid-writing opportunity)(13:00) About paid tax webinars, training and speaking (including the common opportunities, information re what you can expect to be paid, and benefits)(20:40) Providing tax services outside of, but alongside, your main role (including(24:30) Related advice from my experiences and what I’...
2022-11-0737 minThe Tax Professionals PodcastTTPP60: Improving Your Tax Research Skills - Stories and Tips of 3 Tax ProfessionalsSend us a textGuests: Davinder Talwar, Autumn Murphy and Monica Georgala. Show notes: thetaxprofessionalspodcast.com/TTPP60Tax Research Masterclass: Details and enrol: http://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe You’ll LearnEach guests’ experiences of tax researchChallenges they’ve facedWhy you should develop your tax-research skillsHow the guests have gone about getting betterTheir tips to help you get better at tax researchDavinder is first in the episode.Autumn is second (at roughly 20:00 mins)And Monic...
2022-10-2446 minThe Tax Professionals PodcastTTPP59: What It’s Like to be a Tax Barrister with Harriet Brown (and How to Become One) [Tax Role Insights, Ep 1]Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP59Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnHarriet introducing herself(5:15) What you have to do to qualify as a tax barrister(11:30) What tax barristers typically do – in terms of activities (I was surprised)(31:45) How Harriet’s role has evolved over the years(34:00) Remuneration for barristers – how this works and what you can expect to earn(36:00) How barristers’ chambers work(46:30) Advice from Harriet if you’re considering becoming a t...
2022-10-1051 minThe Tax Professionals PodcastTTPP58: Insight into Being a Member of a CIOT Technical Committee, and How to Become OneSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP58Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnWhy I wanted to join the CIOT's Employment Taxes Committee(7:15) Expectations v reality(10:30) Benefits(14:45) Cons(20:15) What you’re expected to do/How much time do you need to dedicate?(22:35) How to join if you’re interestedResourcesCIOT’s page re committees: https://www.tax.org.uk/ciot-committees
2022-09-2630 minThe Tax Professionals PodcastTTPP57: Strategies to Win More Tax Work with Mark LeeSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP57Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnA humble and honest overview of Mark’s career(23:00) The 5 Ms of marketing – motive, market, message, media and method – which can be used with social media(29:45) Views around why many of us tax professionals aren’t natural ‘sales’ people, so that you can understand how to change your mindset and approach(39:00) How to help people understand what you do, so that when t...
2022-09-1255 minThe Tax Professionals PodcastTTPP56: Building Successful ‘Tax’ Businesses with Chris Maslin (Tax Career Success Secrets, Ep 8)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP56Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnAn overview of Chris’s career and why he decided to set up his own practice(10:15) How Chris went about getting his first clients (and what he learnt)(19:00) How to support and help trainees develop, without compromising the work that you need to do(26:45) Why he decided to transfer ownership of Maslins to an employee ownership trust(41:00) How Chris has...
2022-08-291h 02The Tax Professionals PodcastTTPP55: How to Research a Tax Technical QuerySend us a textShow notes: thetaxprofessionalspodcast.com/TTPP55Free access some of Croner-I’s tax resources (and discounts if you want to upgrade)Summary of tips and bonus tip from the episodeYou’ll Learn(8:00) What tax research is(14:00) Where to start when you’re researching a technical query(22:15) Credible tax resources(19:15) Tips and warningsResourcesTax Research Masterclass – Register InterestSummary of tips and bonus tip Free access some of Croner-I’s tax resources (and discounts if you want to...
2022-08-1536 minThe Tax Professionals PodcastTTPP54: Working in a Variety of Tax Roles: The Many Perspectives, with Heather SelfSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP54Subscribe: thetaxprofessionalspodcast.com/subscribeStep-by-step guide to creating revision folder for ATT/CTA exams: thetaxprofessionalspodcast.com/revisionfolderguideYou’ll LearnAn overview of Heather’s career(7:15) How roles for working in practice, industry, for HMRC or for law firms differ, in Heather’s view(18:00) Why Heather decided to go to HMRC later in her career, X years after working in tax, and the invaluable experience this gave her(25:30) Heather’s story about starting Women in Tax (WIT) with the other fo...
2022-08-0157 minThe Tax Professionals PodcastTTPP53: Moving from Practice to In-House (Industry) with Stephen Hodgson, In-House Head of Indirect TaxSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP53Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseGuest – Stephen Hodgson, Head of Indirect Tax at Entain, a FTSE 100 companyLinkedIn: https://www.linkedin.com/in/sjhodgson/ You’ll LearnBrief overview of Stephen’s tax career(4:15) Why Stephen decided to take an in-house role after 11 years working at Big 4 firms, and reservations he had at the time(11:30) What Stephen did to ensure the move wo...
2022-07-1859 minThe Tax Professionals PodcastTTPP52: The One THING to Get What You Want From Your Tax CareerSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP52Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(4:30) The 6 productivity lies to avoid(11:00) How to set big and specific goals in line with what you want, and the ‘truth’ the productivity (17:45) How to achieve more in less time by applying the One THING principles(26:00) How, in practice, I’ve applied the book’s principles in my tax career(31:15) Some examples of big and specific goalsResources
2022-07-0435 minThe Tax Professionals PodcastTTPP51: Criminal HMRC Tax Investigations & Mistakes to Avoid with Alice Kemp, Barrister and Host of RCP Taxing Matters PodcastSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP51Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnWhat a criminal HMRC investigation is(10:00) When someone can be subject to a criminal investigation, including the fine line between tax avoidance and evasion.(13:00) The main differences between civil and criminal investigations.(19:00) The 2 most common mistakes Alice sees tax professionals making when supporting clients with criminal tax investigations, along with her advice to prevent this from happening(16:15) Final tips fo...
2022-06-2040 minThe Tax Professionals PodcastTTPP50: Tips to Pass the CTA TOMC Advanced Technical Paper with Autumn Murphy (TOMC Prize Winner) and Nitin Rabheru (BPP Lecturer)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP50Subscribe: thetaxprofessionalspodcast.com/subscribeFree step-by-step guide to create your own revision folder: Thetaxprofessionalspodcast.com/revisionfolderguide You’ll Learn(7:00) Autumn’s story for preparing for TOMC and how she developed her CTA study technique(11:00) Nitin talking about his scenario-based approach to preparing, and how Autumn took it one step further to get maximum benefit from practice questions(13:30) Some advice from Nit and Autumn in terms of exam technique to apply with the exams being open book(23:00) Advice around what you s...
2022-06-0646 minThe Tax Professionals PodcastTTPP49: 5 Skills to Master Early in Your Tax CareerSend us a textShow 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 skillsRelated EpisodesTax researchTTPP 1: How to Undertake Effective Tax ResearchTTPP 26: 8 Tax-Research SinsTTPP37: Master Using Tax Legislation (and the Benefits this Brings)TTPP42: Ma...
2022-05-2328 minThe Tax Professionals PodcastTTPP48: Achieving Senior In-House Roles with Kate Rothwell, Head of Tax at AO (Tax Career Success Secrets, Ep 6)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP48Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnKate’s career and her journey to in-house Head of Tax at AO(14:30) Kate’s experience of going back to work after having kids(18:00) How Kate dealt with being single the only in-house tax professional for her employer, and a wider discussion about her approach to running an in-house tax team(27:45) How Kate has dealt with being shy and achiev...
2022-05-0949 minThe Tax Professionals PodcastTTPP47: An Insider’s Perspective into In-House Tax Roles with Dipti ThakrarSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP47Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(8:30) Why Dipti likes working in-house(13:00) Differences to working for an accountancy firm(21:30) Salary differences (including times to move in-house where you’d get a salary increase)(28:00) A work-life balance comparison(33:30) Her advice on how to obtain an in-house role suitable for you (regardless of your specialism)ResourcesDipti’s networking article “Better Networking”: https://www.taxadv...
2022-04-2544 minThe Tax Professionals PodcastTTPP39c: Tips to Pass the Accounting CBE with Emma Brierley (ATT, CTA, Computer-Based Exam, Principles of Accounting)Send us a textShow notes: https://www.thetaxprofessionalspodcast.com/ttpp39cSubscribe: thetaxprofessionalspodcast.com/subscribeTips to Pass CBEs – Tip Sheet: thetaxprofessionalspodcast.com/CBEtips You’ll Learn· An overview of what the accounting CBE covers (Principles of Accounting)· (20:00) Areas of the syllabus that you need strong understanding of · (24:15) Emma’s suggested approach to studying for this exam· (31:00) Final pieces of advice to pass the examResources TTPPP:39: How to Pass the ATT/CTA Computer-Based Examinations (CBEs) with Lisha Bo...
2022-04-1134 minThe Tax Professionals PodcastTTPP46: 8 Tips on Providing Feedback to Grow and Develop StaffSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP46Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn8 tips to provide feedback to help tax staff grow and developThings to consider and bear in mind when providing feedbackMistakes to avoid when giving feedbackResourcesTTPP 3: How to Obtain Good Quality Feedback (and Why You Should Ask for More!)TTPP 4: How to be a Better Delegator to Progress your Career with Mi...
2022-03-2834 minThe Tax Professionals PodcastTTPP45: Her Journey to Tax Partner at 35 with Jennie Brown (Tax Career Success Secrets Ep 5)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP45Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnJennie’s career and why she chose to specialist in personal tax over corporation tax(16:30) How she dealt with what she felt was a lack of training early in her career, which stopped her from leaving the profession(28:00) About Jennie’s approach to nurturing and building her team, and taking advantage of everyone’s strengths(41:30) What Jennie thinks contributed most to...
2022-03-141h 00The Tax Professionals PodcastTTPP44: Experiences & Advice of 3 Successful Women in Tax with Emily Burnside, Adele Hickling and Jenny Au – International Women’s Day 2022 (IWD)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP44Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnAbout our guests(7:15) Having children and a career, as well as working part-time more generally and related advice(28:15) Pay inequality and how to avoid this(38:15) Feeling disadvantaged for being female and action taken(49:00) Achieving success for females in a male-dominant profession
2022-03-081h 07The Tax Professionals PodcastTTPP43: Should you be Considering a Tax Job/Career Move? (with James Howell)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP43Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(8:30) What the tax recruitment market looks like right now(15:30) Common career problems & reasons tax professionals look to move jobs(23:30) Indicators and signals for you to consider a career move(28:45) When you shouldn’t be considering a move(33:15) How to find a tax job which is the right fit for youResourcesFree webinars for UK t...
2022-02-2845 minThe Tax Professionals PodcastTTPP39b: Tips to Pass the Ethics CBE with Lisha Boothman (ATT, CTA, Computer-Based Exam, Professional Responsibilities and Ethics for Tax Practitioners)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP39bSubscribe: thetaxprofessionalspodcast.com/subscribeTips to Pass CBEs – Tip Sheet: thetaxprofessionalspodcast.com/CBEtipsYou’ll LearnAn overview of what the ethics CBE covers (Professional Responsibilities and Ethics for Tax Practitioners)Specific tips to help you pass the ethics CBEOther Eps TTPPP:39: How to Pass the ATT/CTA Computer-Based Examinations (CBEs) with Lisha BoothmanTTPP 39a: Tips to Pass the Law CBE (Essential Law for Tax Practitioners) with Lisha Boothman...
2022-02-1416 minThe Tax Professionals PodcastTTPP42: Master Using HMRC Manuals for Tax ResearchSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP42Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(2:30) Why you should use manuals (4:30) Tips associated with using them so you can find the information you want quickly (17:00) Some things to watch out for and be aware of (26:15) How to implement the tips ResourcesTTPP37: Master Using Tax Legislation (and the Benefits this Brings)TTPP 1: How to Undertake Effective Tax Research
2022-01-3132 minThe Tax Professionals PodcastTTPP41: His Journey to Tax Barrister and Prolific Tax Writer with Keith Gordon (Tax Career Success Secrets Ep 4)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP41Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnKeith’s tax career(14:00) Keith’s experience of converting to a tax barrister, and how he balanced studying, work and family(22:30) Keith’s refreshing story on how he got into tax writing, along with some tax writing tips (37:30) Keith’s standout piece of advice he received and his tips to help you progress, develop and improve your tax careerOther...
2022-01-1756 minThe Tax Professionals PodcastTTPP39a: Tips to Pass the Law CBE with Lisha Boothman (ATT, CTA, Computer-Based Exam, Essential Law for Tax Practitioners)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP39aSubscribe: thetaxprofessionalspodcast.com/subscribeTips to Pass CBEs – Tip Sheet: thetaxprofessionalspodcast.com/CBEtipsYou’ll LearnAn overview of what the law CBE covers (Essential Law for Tax Practitioners)Specific tips to help you pass the law CBEResources TTPPP:39: How to Pass the ATT/CTA Computer-Based Examinations (CBEs) with Lisha BoothmanOther exam help episode:TTPP 19: How to Pass the May 2021 ATT/CTA Exams with Nitin Rabheru Ta...
2022-01-0320 minThe Tax Professionals PodcastTTPP40: Key Lessons Learnt from Tax Manager to Senior ManagerSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP40Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(2:00) My big delegation lesson(10:00) The importance of training and developing staff and tips for doing this(18:00) Why you should, and how you can, spent time developing client relationships(25:15) What I’m calling the ‘One Thing’ approach ResourcesTTPP34: Successfully Delegate Tax Work, Particularly to Less-Experienced & Junior StaffDelegation FormTTPP11: How to In...
2021-12-2032 minThe Tax Professionals PodcastTTPP39: How to Pass the ATT and CTA Computer-Based Exams (CBEs) with Lisha BoothmanSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP39Tips to Pass CBEs – Tip Sheet: thetaxprofessionalspodcast.com/CBEtipsSubscribe: thetaxprofessionalspodcast.com/subscribeYou’ll Learn(6:30) We compare the written papers to the CBEs, and discuss the key information you need to know about the CBEs, including the types of questions (18:45) The ‘options’ for tuition(24:00) You’ll hear about our suggested way to learn the material, memorisation techniques, and ways to keep motivated(41:30) Lisha’s last piece of advice to pass the CBEsResourcesTTPP 19: How...
2021-12-0645 minThe Tax Professionals PodcastTTPP38: Falling into a Tax Career to becoming CEO with Nimesh Shah (Tax Career Success Secrets Ep 3)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP38Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(2:50) An overview of Nimesh’s career(19:30) How Nimesh went from Tax Senior Manager to Partner to CEO, without trying for promotion(30:30) How Nimesh started working ‘smarter’ rather than harder(33:30) The ironic reality when Nimesh started to properly delegate, which he wishes he did sooner, plus a discussion around delegation(39:30) An amazing way to improve your staff’s confidence, and a powerful...
2021-11-2257 minThe Tax Professionals PodcastTTPP37: Master Using Tax Legislation (and the Benefits this Brings)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP37Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(4:00) Why I think it’s a mistake to avoid using tax legislation(6:30) The different types of legislation and why knowing this is important (my embarrassing story)(12:00) My advice on how to go from legislation rookie to being able to use it well(21:30) Why you should not assume words have their ‘usual’ English meaning in legislation, and tips to find the spec...
2021-11-0832 minThe Tax Professionals PodcastTTPP36: His Journey in Tax to CIOT President with Peter Rayney (Tax Career Success Secrets Ep 2)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP36Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(2:45) An overview of Peter’s career, including his view on being a ‘mixed’ tax expert (as opposed to a specialist) (15:30) Peter tips for good tax writing(21:15) How tax writing has positively impacted Peter’s career, and how you can get involved in writing too(27:00) How he has kept technical work at the core of what he does(29:15) His role as National...
2021-10-2543 min
Taxing MattersNavigating your career: In conversation with Jack BonehillIn this episode, we are delighted to be joined by fellow tax podcast host Jack Bonehill, the man behind the fantastic Tax Professionals Podcast series.Through his podcast, Jack aims to provide easily digestible information to tax professionals to help them progress and develop their careers. We put Jack in the hot seat and pick his brain on the suite of complimentary resources he has created to assist tax professionals, and discuss his own career journey. Jack also shares some of the excellent advice he has provided to professionals over the years.
2021-10-2221 minThe Tax Professionals PodcastTTPP35: From Deloitte Partner to OTS Tax Director, with Bill Dodwell (Tax Career Success Secrets Ep 1)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP35Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(2:45) About Bill’s career(20:00) About his role as Deloitte’s Head of Tax Policy(23:00) The value of becoming ATT/CTA qualified(25:00) The qualities of a good tax advisor(31:00) Bill’s advice on dealing with mistakes or errors(39:00) The most important skills to be a partner(48:00) Bill’s 3 tips to help you progress your tax careerResourcesTake...
2021-10-1156 minThe Tax Professionals PodcastTTPP34: Successfully Delegate Tax Work, Particularly to Less-Experienced & Junior StaffSend us a textDelegation form: https://www.thetaxprofessionalspodcast.com/delegationform Show notes: thetaxprofessionalspodcast.com/TTPP34Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(4:20) Common barriers and misconceptions around delegation(11:40) Benefits of and reasons to delegate(16:00) My eureka moment and how you can take advantage of this when delegating tax workResources & Related EpisodesDelegation FormTTPP 4: How to be a Better Delegator to Progress your Career wit...
2021-09-2731 minThe Tax Professionals PodcastTTPP33: How to Network Successfully with Martin Gilchrist, Owner of Accountancy Firm Gilchrist & CoSend us a textShow notes: https://www.thetaxprofessionalspodcast.com/ttpp33 Subscribe: thetaxprofessionalspodcast.com/subscribeTax Professionals Book Club: thetaxprofessionalspodcast.com/bookclubTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn (and timings)Martin’s first networking event (roughly 6 mins 15 seconds into the episode)Martin’s ingenious secret to spark conversations (roughly 12 mins 45)The one thing to never to at networking events (roughly 22 mins 40)Overcoming the anxiety (roughly 30 mins 30)What makes a good networking event (roughly 34 mins 20)My biggest takeawa...
2021-09-1350 minThe Tax Professionals PodcastTTPP32: The Technical vs Practical Tax Advisor and Which One's Best with Grahame Jackson, Tax PartnerSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP32Subscribe: thetaxprofessionalspodcast.com/subscribeThe Tax Professionals Book Club: https://www.thetaxprofessionalspodcast.com/bookclub You’ll LearnAbout the technical advisor vs the practical advisorGrahame’s tips on how to provide better tax adviceHow being a trusted advisor will improve the advice you provide to clients, and ways to become such an advisorResourcesTTPP10: How to Write Good-Quality and Practical Tax AdviceTTPP18: How to Explain Tax Rules and Concepts Clear...
2021-08-3055 minThe Tax Professionals PodcastTTPP31: Master These 3 Skills to be a Great Tax AdvisorSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP31Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseTax Professionals Book Club: thetaxprofessionalspodcast.com/bookclub You’ll LearnThe three skills you should master to be a great tax advisorHow to improve in each of these areasRelated Episodes:Technical Ability TTPP 1: How to Undertake Effective Tax ResearchTTPP 6: How to Build and Maintain Strong Tax Knowledge to Excel as a Tax ProfessionalTTPP26: 8 Tax...
2021-08-1625 minThe Tax Professionals PodcastTTPP30c: How to Pass the CTA OMB APS Paper with Nitin Rabher, BPP Tax LecturerSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP30cSubscribe: thetaxprofessionalspodcast.com/subscribeFree Step-by-step guide to creating your own revision summary/folderYou’ll LearnTips and advice on how to pass the CTA APS paper (particularly OMB)Difference between the Advanced Technical and the APS papers (including Nitin’s examples how you would present essentially the same information differently)How to structure an answer to the APS exam questionThe most important skill to master to pass the APS paperOther Episodes and Resources
2021-08-0250 minThe Tax Professionals PodcastTTPP30b: How to Pass the CTA OMB Advanced Technical Paper with BPP Lecturers Nitin Rabheru and Libby MorrisSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP30bSubscribe: thetaxprofessionalspodcast.com/subscribeFree Step-by-step guide to creating your own revision summary/folderYou’ll LearnTips and advice on how to pass the CTA Advanced Technical Paper (particularly OMB)The importance of, and how to, link together the chapters to prepare yourself for the examBoth Libby and Nitin’s number 1 tip to pass the examOther Episodes and ResourcesFree Step-by-step guide to creating your own revision summary/folderTTPP30a: How to Pass...
2021-07-261h 00The Tax Professionals PodcastTTPP30a: How to Pass an ATT/CTA Resit with Nitin Rabheru, BPP Tax LecturerSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP30aSubscribe: thetaxprofessionalspodcast.com/subscribeFree Step-by-step guide to creating your own revision summary/folderYou’ll LearnHow to get the motivation you need to pass the ATT or CTA resitHow to self-reflect and be honest with yourself to figure out why you didn’t pass last time so the same doesn’t happen againHow to approach and prepare a resit to give yourself the best opportunity to pass The most important point Nitin wants you to take away fr...
2021-07-2145 minThe Tax Professionals PodcastTTPP30: Support to Pass ATT and CTA Exams – 3-Episode Series AnnouncementSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP30Subscribe: thetaxprofessionalspodcast.com/subscribeFree Step-by-step guide to creating your own revision summary/folderThe three episodes:TTPP30a: How to Pass an ATT/CTA Resit – live on Wednesday 21 JulyTTPP30b: How to Pass the CTA OMB Advanced Technical Paper– live on Monday 26 JulyTTPP30c: How to Pass the CTA APS Paper – live on Monday 2 AugustOther ATT/CTA Episodes and ResourcesFree Step-by-step guide to creating your own revision summary/folder TTPP 5: How to Pass th...
2021-07-1904 minThe Tax Professionals PodcastTTPP29: The Road to CIOT President with Ray McCann, Ex-CIOT PresidentSend us a textSubscribe: thetaxprofessionalspodcast.com/subscribeTax Professionals Book Club: https://www.thetaxprofessionalspodcast.com/BookClub Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnThe most valuable lesson Ray learnt after joining PwC from HMRCWhat being CIOT President entailsCareer advice Ray would give to his younger self, and the best piece of career advice Ray has receivedRay’s advice on how to have a successful careerResourcesRay emphasised the importance of feedback in the e...
2021-07-051h 02The Tax Professionals PodcastTTPP28: Provide Great Tax Advice on Grey Areas (6 Tips!)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP28Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnPractical tips you can apply to provide great tax advice on grey areasHow understanding the client’s objectives, drivers and appetite for risk will help you provide the best tax advice on a grey area for that clientSome words that you can use to make it clear to the client that the position doesn’t have a definitive or correc...
2021-06-2123 minThe Tax Professionals PodcastTTPP27: How to Achieve the Successful Tax Career You Want with James Perry, Finance Exams and Career CoachSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP27Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnWhat could be getting in the way of your career successHow to figure out what career success looks like for you and how to achieve itJames’ 7-step solutions to achieve career successKey skills that James considers universally important if you want to achieve career successJames’ top tips to progress your careerResourcesFree course7...
2021-06-0754 minThe Tax Professionals PodcastTTPP26: 8 Tax-Research SinsSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP26Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnHow to avoid potentially embarrassing mistakes (the Tax-Research Sins) when doing tax researchThe consequences of doing the Tax-Research SinsWhat you should do insteadResourcesTTPP1: How to Undertake Tax Research EffectivelyHMRC manualsUseful online dictionary (I personally use this as I find it to be the best)
2021-05-2429 minThe Tax Professionals PodcastTTPP25: HMRC Insight into Offence of Failure to Prevent Facilitation of Tax Evasion with Samuel Dean, HMRC Lead (& How You Can Protect Clients)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP25Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnHow you can help businesses protect themselves against being liable for the CCO, and the importance of a risk assessmentHMRC insight into the CCO (including how HMRC are enforcing it, the amount of live CCO investigations, and when we can expect to see the first prosecution)Myths and misconceptions around CCO (including incorrect belief that it only applies to ce...
2021-05-1048 minThe Tax Professionals PodcastTTPP 24: Tips to do Your ATT/CTA CPD 'Effortlessly' but Effectively (You'll See How!)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP24Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnWhat the requirements of CPD are for CIOT/ATT membershipTips on how you can approach CPD to meet the requirementsSome effective but effortless ways to do CPDWhat the CIOT & ATT’s guidance says counts as CPDResourcesPlease note that some of the links included on this page are affiliate links. If you purchase thro...
2021-04-2623 minThe Tax Professionals PodcastTTPP23: The Benefits of Having Your Own Tax Specialism/Niche (& Tips to Choose Yours!) with Sofia ThomasSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP23Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseThe Go To Expert by Heather Townsend (the book recommended by Sofia in the episode)You’ll LearnWhy having a tax specialism/niche is beneficial to your tax career, and why Sofia is FOR having a tax nicheThe opportunities that specialising has provided SofiaSofia’s tips to help you chose a tax specialism that is right for you (there is a...
2021-04-1246 minThe Tax Professionals PodcastTTPP 22: 8 CTA/ATT Revision Tips (Maximise the Benefit from your Revision Sessions!)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP22Subscribe: thetaxprofessionalspodcast.com/subscribeSummary of the tips from this episode: https://documents.thetaxprofessionalspodcast.com/8revisiontips You’ll Learn· 8 revision tips to help you pass the CTA/ATT exams· Things you can do to minimise time wasted when revising (i.e. being effective and productive)· How to get maximum benefit from practice questions and past papers you do· Ways to keep your revision interesting to keep you motivatedResourcesStep-by-step guide t...
2021-03-2931 minThe Tax Professionals PodcastTTPP21: How to Publish Articles in Tax Magazines and Reap the Career Benefits with Hannah HurleySend us a textShow notes: thetaxprofessionalspodcast.com/TTPP21Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnThe benefits of tax writing for your tax careerHow to get your articles published in tax and industry magazinesHannah’s tips to write good articlesResourcesTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseHannah’s Taxation articles: https://www.taxation.co.uk/biography/hannah-hurley Hannah’...
2021-03-1534 minThe Tax Professionals PodcastTTPP20: You’re Tax Qualified! Continue Your Career Progression Post Qualification (How to)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP20Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression (free course): https://documents.thetaxprofessionalspodcast.com/freecourse You’ll LearnHow to have direction and motivation immediately after qualifying (whether ATT/CTA or other tax qualification) to continue progressing your careerTips to help make a decision on the direction to take your tax career inHow to set worthwhile goals and objectives (along with the importance of them)Whether you should do another professional qualification (such as ADIT, STEP, ACA, etc...
2021-03-0137 minThe Tax Professionals PodcastTTPP19: How to pass the May 2021 CTA and ATT Exams with Nitin RabheruSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP19Subscribe: thetaxprofessionalspodcast.com/subscribeStep-by-step guide to create your very own revision folder: https://documents.thetaxprofessionalspodcast.com/revisionfolderguide You’ll LearnStudents’ experiences from the November 2020 exams, and how to avoid their common pitfallsHow to prepare for the May 2021 ATT/CTA examsWhat material you can take into the exam (Nitin suggests a revision folder – don't let the name fool you)How to create your very own ‘revision’ folder (step-by-step guide can be found here) How to approach doing tables in the softwareNitin’...
2021-02-151h 05The Tax Professionals PodcastTTPP18: How to Explain Tax Rules & Concepts Clearly (to Help Others Understand!)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP18Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnTips on how to become better at explaining tax rules and concepts clear to others (including colleagues and clients)Why firstly fully understanding the tax rules you are explaining is importantThat you don’t need to just use words – pictures, diagrams and handouts can helpPracticing over time will, whilst making effort, will help you to be become better at explai...
2021-02-0127 minThe Tax Professionals PodcastTTPP17: How the ADIT Qualification Could Benefit Your Tax Career with Catriona Loughran of Extratax TrainingSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP17 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn How the ADIT qualification will benefit your career Who the ideal candidates are for the ADIT qualification Whether the CTA or ADIT is more beneficial for you What knowledge and skills you will learn from doing ADIT What you need to do to obtain the ADIT Advice on how to convince your employers to cover the costs (and maybe study time...
2021-01-1841 minThe Tax Professionals PodcastTTPP16: 7 Habits of Highly Effective Tax ProfessionalsSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP16Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnWhat the 7 Habits of Highly Effective People are, and how these will help your tax career and personal lifeHow the 7 habits translate to a career of working in tax, with examplesHow to become more effective in your tax job with the habitsResourcesThe 7 Habits of Highly Effective People by Stephen R Covey...
2021-01-0446 minThe Tax Professionals PodcastTTPP15: 3 Most Important Skills to Be a Successful Tax Professionals/Advisor ft. Bill Dodwell (Tax Director of OTS), Ian Goodwin (Tax Director), Mark Morton (Head of Tax), and Edmund Paul (Tax Manager)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP15Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression (free course): https://documents.thetaxprofessionalspodcast.com/freecourse
2020-12-2128 minThe Tax Professionals PodcastTTPP14: How to Step Up Into Your New Tax Role/Promotion (Excel & Continue Progressing!)Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP14Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnThree key steps to step up into and excel in your new tax promotion or tax role. In brief: (understand what is expected of you, identify areas you need to work on and improve on them, and seek feedback to ensure your perception matches others’)How you can prepare and set yourself up for your next promotionAnswers to the ques...
2020-12-0732 minThe Tax Professionals PodcastTTPP 13: How to get the Work-Life Balance you Desire for an Enjoyable Life and Successful Career with Jo MaughanSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP13Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll LearnWhy it’s important to have a work-life balance and that such a balance will be unique to you, your values and goalsJo’s tips to help you figure out the right work-life balance for you – having a vision will give you direction and something to work towardsWays to go about achieving that balance for you and how to overcome typical obstacle...
2020-11-2347 minThe Tax Professionals PodcastTTPP12: Road to Tax Manager – Accelerate Your Progression with 10 Tips Learnt From My JourneySend us a textShow notes: thetaxprofessionalspodcast.com/TTPP12Subscribe: thetaxprofessionalspodcast.com/subscribeYou’ll Learn· 10 tips to help you progress and improve your tax career· About misconceptions that I had about a successful tax career, so that you can throw them out the window and focus on what’s important to progress· The benefits and value of having a tax specialism· How to create your own career USP· Key skills that you should start learning as soon as possible to set you up well for your future career...
2020-11-0934 minThe Tax Professionals PodcastTTPP11: How to Increase Your Chances of Winning/Converting Tax Work with Martyn Sloman (Without Being Pushy!!)Send us a textYou’ll Learn How to improve your chances of converting opportunities into client work without being pushy The common mistakes that people make when it comes to selling so you can avoid them What the preparation stage before a meeting to discuss opportunities with a client or prospective client should consist of What you should do during and at the end of these meetings to increase your chances of converting the opportunity into paid workHow best to follow up an opportunity with a client after you’ve quoted, without being pushy ...
2020-10-261h 03The Tax Professionals PodcastTTPP 10: How to Write Good-Quality and Practical Tax AdviceSend us a textShow notes: thetaxprofessionalspodcast.com/TTPP10Subscribe: thetaxprofessionalspodcast.com/subscribeYou’ll Learn The approach I recommend you take to write good quality tax advice What you should do before and after writing the advice How to become quicker at writing adviceSome final tips to help you become better at writing tax adviceRelated EpisodesTTPP 1: How to Undertake Effective Tax ResearchTTPP 3: How to Obtain Good Quality Feedback (and Why You Should Ask for More!)TTPP 6: How to Build and Maintain Strong Tax Knowledge to Ex...
2020-10-1231 minThe Tax Professionals PodcastTTPP 9: Impact of COVID-19 on Tax Job Market and Tips to Secure a New Job with Georgiana HeadSend us a textYou’ll Learn About the impact that COVID-19 has had on the tax-job market Trends in terms of how coronavirus has affected the recruitment process of tax jobs and remote working Georgiana’s tips on how to approach your job search Georgiana’s CV and interview preparation tips for tax professionals What you could do if you’ve been made redundant to increase your chances of getting a job quicklyIntroductionCoronavirus has taken its toll across the UK economy, and it is no secret that it has t...
2020-09-2850 minThe Tax Professionals PodcastTTPP 8: Essential Excel Tips for Tax ProfessionalsSend us a textShow notes: thetaxprofessionalspodcast.com/ttpp8You’ll Learn Essential Excel shortcuts and time-savers to enable you to become quicker at using Excel Highly used, must-know and beneficial formulas, which will enable you to do 90% (or at least most) of the tasks you’ll ever need or want to do in Excel Tips to help you review formulas to correct mistakes and errors Some pointers for good practice when creating an Excel sheets so they are more useable, easily understandable, and less likely to be broken by others What you can d...
2020-09-1433 minThe Tax Professionals PodcastTTPP 7: How to Have Effective Meetings as a Tax Professional with Loren LazaronySend us a textEver come out of a meeting, thinking that it was a complete waste of time? Like it was not necessary for you to attend the meeting? That your time could be better spent elsewhere? You’re not alone. This is a common problem for those who work in professional services (and not just restricted to us who work in tax!). Learning how to run an effective meeting is one of those things we are not taught. We end up learning from observing, and there’s a good ch...
2020-08-3153 minThe Tax Professionals PodcastTTPP 6: How to Build and Maintain Strong Tax Knowledge to Excel as a Tax ProfessionalSend us a textIn this episode, I share the strategies and methods that I, myself, have and still use to build and maintain my tax knowledge, to help you do the same.Regardless of what area of tax you work in, it is undeniably important that you have strong knowledge for the area of tax you work in. When it comes to building your tax knowledge, the end goal should not be to know the answer to every tax question that you could ever be asked without checking (that would be impossible g...
2020-08-1718 minThe Tax Professionals PodcastTTPP 5: How to Pass the November 2020 ATT and CTA Exams (Open Book for the First Time) with Nitin RabheruSend us a textFor the first, and maybe even the last, time ever, the November 2020 ATT and CTA exams will be ‘open book’, which means that you can take materials into the exam. Whilst it is arguably going to be ‘easier’ (I say that with caution), don’t fall into the trap of thinking that the exams are now going to be easy. The standard of questions is not changing, and so you will still need to adequately prepare in order to ensure pass. Studying towards an open book exam requires a different ap...
2020-08-031h 00The Tax Professionals PodcastTTPP 4: How to be a Better Delegator to Progress your Career with Mike ClaytonSend us a textDelegation is one of those skills that, once mastered, will become an exceptionally useful tool for you. It will help you progress, develop and get more out of your tax career, as well as help to improve your work-life balance (if this is something you desire!). But if you’ve had to opportunity to delegate, you’ve probably encountered a situation where delegation hasn’t gone to plan, leaving you feeling frustrated, annoyed, and like it’s quicker to do the work yourself. You’re definitely not alone with that experie...
2020-07-2055 minThe Tax Professionals PodcastTTPP 3: How to Obtain Good Quality Feedback (and Why You Should Ask for More!)Send us a textFeedback. It is one of those things that many of us know is beneficial to help us develop and grow, but despite this, we choose to avoid it. Obtaining feedback is feared. It can make us feel uncomfortable, threatened, and defensive. But by not taking advantage of feedback, we are depriving ourselves of a useful resource. As tax professionals, a lot of the skills we need to are learnt through experience and practice alone, rather than taught to us in a classroom. And this makes feedback even mor...
2020-07-0622 min