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	Title	Pub. Date	Duration
	TTPP129: How to Improve Your Confidence in Your Tax Research and Technical Positions	02 Feb 2026	00:22:10
Send a text Many tax professionals I speak to tell me they don’t feel confident when it comes to looking into technical points and reaching tax conclusions. In this episode, I share why I think many people lack confidence in this area before sharing 6 practical tips to help you improve your confidence. Links Tax Research Masterclass (built the confidence of many tax professionals) Episode show notes Timings Amy's tax research transformation story - from no confidence to being very good [00:03:16] Why tax professionals/advisors lack confidence with tax research and technical [00:05:40] Tip 1: Start Proving to Yourself That You Can Do It with Simpler Scenarios [00:07:35] Tip 2: Learn how to do each element of research well (helped by training) [00:09:55] Tip 3: Get Involved in As Much Tax Research As Possible [00:11:29] Tip 4: Ask for help if you get stuck [00:12:30] Tip 5: Document Your Research and Reasoning for Conclusions [00:13:43] Tip 6: Accept tax research is complicated, difficult and slow [00:15:13] Two key principles underlying the tips [00:17:00] Amber Kirton-Vaughan's learnings and improvements from the Tax Research Masterclass
	TTPP128: Advice from Two Tolley’s Taxation’s Rising Stars: How to Win and Excel in Your Early Career with Charlie Friend	26 Jan 2026	00:52:34
Send a text In this episode, Jack Bonehill (2023 Taxation’s Rising Star winner) is joined by Charlie Friend (2025 Taxation’s Rising Star winner) to share their advice on how to excel early in your tax career, progress quickly, and create an award-winning Rising Star application. Links Episode show notes The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. Includes past recordings. Masterclasses for Tax Professionals: Tax Advice Masterclass and Tax Research Masterclass. Timings [00:01:53] Charlie introduction [00:03:35] Introducing the topic: Journey to Winning Tolley's Taxation's Rising Star [00:04:15] What Charlie did to make PwC tax manager at 24 [00:08:18] How Charlie got her tax career off to quick and successful progression and promotion in the early stages [00:12:05] Key advice: Focus on what you can control with your tax career & mindset [00:13:49] Jack's advice for excelling early in your career [00:15:12] Why Charlie decided to apply for Taxation's Rising Star & why she didn't apply earlier [00:21:00] Advice to create a winning Tolley's Taxation Awards application (Taxation's Rising Star in particular) [00:34:51] The Night Charlie Won [00:38:41] What does Charlie think led to her winning over other people? [00:42:22] What's next for Charlie & Jack? [00:44:58] How Charlie knows that she doesn't want to become a tax partner [00:49:18] Charlie & Jack's advice for early stages of your tax career if you want to excel
	TTPP127: Free Tax Advice Issue in Accountancy Firms: Getting a Fee or Other Recognition with Head of Tax David Maslen	12 Jan 2026	00:46:18
Send a text In accountancy firms, tax teams can easily give away advice for free, often with no recognition, to clients of the wider firm. This can cause friction and can be difficult to manage. In this episode, host Jack Bonehill is joined by David Maslen, Head of Tax at Old Mill, to discuss why this happens and to share practical insights to help you obtain a fee or other recognition for your tax team’s valuable work. Links Episode show notes The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. Includes past recordings. Timings [00:01:45]Intro to David [00:05:04] Introducing the topic for the episode (how to charge firm's clients for tax advice/do for free expectation) [00:07:07] What David thinks cause/underpins the "billing for tax work issues" in accountancy firms [00:09:47] Wanting to help and not wanting to talk about fees [00:13:21] Potential solution: clarify what is and isn't covered by annual fees or fees for non tax work [00:14:53] The impact of "who holds the client relationship" [00:16:24] Non-tax specialists quoting for the tax work [00:17:06] Pushback on fees is more from colleagues than the client [00:19:35] How Jack tries to solve the problem [00:22:36] Relationships with your colleagues and how that helps [00:27:01] Colleagues trusting you and feeling reassured [00:31:23] Jack's summary of David's way of dealing with the issue and Jack's own tip [00:31:45] How a tax team framework could help [00:34:00] The value of a tax team to a firm outside of billing/fees [00:38:01] How David ensures recognition where tax can't bill for the work [00:43:11] David's final advice on the challenge
	TTPP126: Nov 2025 Budget Rant (Tax): Stop Tinkering and Tackle the Charlatons (with MTD Therapy)	01 Dec 2025	00:50:49
Send a text In 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 notes The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. MTD Therapy Timings [00:01:49] First rant [00:08:07] Start of technical discussions on the announcements [00:14:22] Pension Salary Sacrifice Changes [00:20:17] Electric cars [00:25:56] Writing Down Allowances (WDAs) [00:29:25] Employee benefits/expenses tax changes [00:36:45] Working from home expenses [00:39:21] Tax industry - positive or negative direction? [00:41:27] Regular payments throughout the year for self assessment [00:45:18] MTD Guests Robyn Milstead, Director of Tax at LKA Chartered Accountants & Director of Accountants Therapy Tom Bickle, Director of JP Blackmoor & Director of Accountants Therapy Emma Rawson, Director of Public Policy, Association of Taxation Technicians (ATT)
	TTPP125: How to Turn Tax Jargon into Plain English Advice that Clients Love	27 Oct 2025	00:17:21
Send a text Your 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 notes The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. The Tax Advice Masterclass: teaching you a repeatable method to write high-quality tax advice with confidence and less self-doubt. Timings 00:14 – Intro: turning complex tax language into plain English that clients love. 01:11 – Client scenario: husband-and-wife partnership selling business units. 03:15 – Simplifying “income tax implications.” 06:13 – Simplifying “capital disposal” and removing jargon. 10:18 – Explaining rollover relief in plain English. 13:17 – Breaking down business asset disposal relief (BADR) simply. 15:45 – Using examples and numbers to make advice tangible. Similar episodes: TTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients’ Eyes TTPP83: Improve Your Tax Advice Skills – Stories and Tips of 2 Tax Professionals
	TTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients' Eyes	12 Oct 2025	00:10:29
Send a text You 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 The Tax Lab (real scenarios, tackled live: https://www.thetaxprofessionalspodcast.com/thetaxlab/ Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Timings [00:00:25] Story: reviewing a colleague’s draft of tax advice and simplifying it with two simple questions [00:02:13] Example: how we tend to overcomplicate advice with unnecessary detail [00:03:34] Why cutting complexity throughout a report makes advice stronger overall [00:04:38] How to make your advice more client-friendly [00:06:22] A two-step method — draft first, refine later using the two key questions [00:07:41] Exercise: how to apply the two questions in your next piece of advice [00:09:29] Upcoming sessions and future topics in The Tax Lab The Tax Lab Sharpen your skills as a tax advisor by seeing exactly how I think and approach real scenarios that we encounter as tax professionals, with The Tax Lab. The Tax Lab gives you a glimpse inside my mind — my thoughts and my approach — as I tackle real scenarios live, so you can refine your own way of working. Sessions of The Tax Lab are free to attend. Sign up so I can invite you to all future sessions. Sign up here
	TTPP123: Scaling Claritas Tax From 0 to 100 People: The Story by Founder Iain Wright	05 Oct 2025	00:47:24
Send a text Claritas Tax started in 2012 as a one-person venture. Today, it’s a 100-strong firm with eight offices across the UK. In this episode, Iain Wright, founder of Claritas, shares the journey from leaving a safe career path to building arguably the UK’s fastest-growing specialist tax firm. We talk about the first business plan, the earliest hires, how Claritas scaled, the challenges of competing without a big brand, and the trust it takes to let go of work in order to grow. Show notes: thetaxprofessionalspodcast.com/TTPP123 The Tax Lab (real scenarios, tackled live: https://www.thetaxprofessionalspodcast.com/thetaxlab/ Timings (1:00) Intro to Iain, Claritas Tax, and time-based billing story (8:00) Iain's options immediately before starting Claritas Tax, back in 2012, and his thought process (11:00) The business plan Iain drew up prior to starting Claritas - the plan and vision (13:40) The first hire - was it senior or junior? (18:02) How did Iain scale the business to 100 employees? (22:52) What challenges did the business run into as it started to get bigger (past 11 or so staff) (26:29) How Claritas solved the "lack of brand" awareness problem/challenge (29:24) The differences between running a small firm and a larger one (32:33) What's Iain's role like now? (36:03) The importance of trust (38:57) Stand out lessons to Iain from his journey - what he wished he knew when he started (41:01) What's been the hardest part of the journey for Iain? The Tax Lab Sharpen your skills as a tax advisor by seeing exactly how I think and approach real scenarios that we encounter as tax professionals, with The Tax Lab. The Tax Lab gives you a glimpse inside my mind — my thoughts and my approach — as I tackle real scenarios live, so you can refine your own way of working. Sessions of The Tax Lab are free to attend. Sign up so I can invite you to all future sessions. Sign up here
	TTPP122: My 5 Step Process for Tax Research That I Use Every Time	07 Sep 2025	00:16:23
Send a text Want to get better at tax research? In this episode, I share my five-step process to always get to the answer — and show you how it worked in a tricky but real client case so you can start using it yourself. Tax Research Masterclass: Go to thetaxprofessionalspodcast.com/trm for details and to enrol. Show notes: https://www.thetaxprofessionalspodcast.com/ttpp122/ Timings [00:00] Introduction — why tax research feels overwhelming [00:00:22] My 5-step process in action: real-life client story [00:07:34] My 5-step tax research process explained [00:08:31] Deep dive into each of the five steps [00:10:47] Typical challenges tax professionals face during tax research [00:13:30] Exercise: try the 5-step process yourself [00:13:59] How the Tax Research Masterclass would help you Resources TTPP60: Improving Your Tax Research Skills - Stories and Tips of 3 Tax Professionals Croner-I's Online Tax Research Platform: Free Trial Subscribe https://www.thetaxprofessionalspodcast.com/subscribe/
	TTPP121: Being a Tax Editor: What It's Like and Advice to Become One with Andrew Rainford	31 Aug 2025	00:41:35
Send a text From this episode, learn what a Tax Editor does and hear advice on how to become one. Andrew Rainford – Tax Editor at Lefebvre for over ten years, shares what he enjoys, the challenges, and the different types of tax-editing roles that exist. Take a listen if you’re interested in hearing about different tax roles or have a specific interest in editing. Show notes: thetaxprofessionalspodcast.com/TTPP121 Subscribe: thetaxprofessionalspodcast.com/subscribe Tax skills courses: https://www.thetaxprofessionalspodcast.com/masterclasses/ Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Timings Overview of Andrew’s tax career – from auditor to tax editor (7:45) What does the role of a Tax Editor look like? What do they do? (14:30) Different types of Tax Editor roles - examples (15:30) Story where editing has not gone smoothly (21:30) What Andrew enjoys most about being a Tax Editor (24:45) What Andrew finds challenging about being a Tax Editor (27:30) How Andrew keeps up to date on technical, not being in practice (28:30) How Tax Editing Roles can vary (difference between content editor and commissioning editor) (31:30) What type of businesses can you work for as a Tax Editor? (32:45 ) Andrew's advice if you're interested in becoming a Tax Editor Resources Info on training courses for tax professionals/teams, on tax skills and other skills valuable for working in tax GeniA-L Tax Research Tool – Details and Demo Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Recommended podcast episodes: TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours TTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-Scott TTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]
	TTPP120: Using AI in Tax Research: How to Use Effectively, Benefits and Safeguards with Tony Court	25 May 2025	00:53:50
Send a text AI 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/TTPP120 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Timings Intro 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 episode Resources Info on training courses for tax professionals/teams, on tax skills and other skills valuable for working in tax GeniA-L Tax Research Tool – Details and Demo Masterclasses 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-Scott TTPP118: 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
	TTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-Scott	11 May 2025	01:02:59
Send a text Chloe 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/TTPP119 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Overview 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 career Resources Masterclasses 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/resources Book a call with ProTax Recruitment to talk about anything related to your tax career: http://thetaxprofessionalspodcast.com/bookprotax
	TTPP117: Become a Better Tax Professional With My Lessons From Having a Side Hustle	27 Apr 2025	00:44:26
Send a text This 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/TTPP117 Masterclasses for tax professionals: thetaxprofessionalspodcast.com/masterclasses Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn A 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 months Resources Masterclasses 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
	TTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]	13 Apr 2025	00:55:01
Send a text Sehjal’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/TTPP118 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Overview 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 career Resources 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 value Register for a free 1-month trial for Croner-I’s tax guidance/resources
	TTPP116: Growing and Scaling a Tax Team: Advice, Stories and Tips with David Francis, Partner at Grant Thornton	30 Mar 2025	01:06:09
Send a text This 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/TTPP116 Masterclasses for tax professionals: thetaxprofessionalspodcast.com/masterclasses Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn A 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 further Resources Masterclasses 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.com Register for a free 1-month trial for Croner-I’s tax guidance/resources Book a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/Bookprotax
	5 Skills to Master Early in Your Tax Career (TTPP49 Re-release)	17 Mar 2025	00:29:20
Send a text Masterclasses for Tax Professionals: thetaxprofessionalspodcast.com/masterclasses Show notes: thetaxprofessionalspodcast.com/TTPP49 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn 5 skills that are important to master early on in your tax career Some tips to help you improve these skills Rough 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 Skill Related Episodes Tax research: TTPP 1: How to Undertake Effective Tax Research TTPP 26: 8 Tax-Research Sins TTPP37: Master Using Tax Legislation (and the Benefits this Brings) TTPP42: Master Using HMRC Manuals for Tax Research Tax 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!)
	TTPP115: How to be an Excellent Tax Junior, Graduate, Trainee or Apprentice with Olivia Pryer	03 Mar 2025	00:42:46
Send a text This 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/TTPP115 Subscribe: thetaxprofessionalspodcast.com/subscribe Masterclasses for tax professional Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn A 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/trainee Resources Masterclasses 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 Book a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/Bookprotax Contact details jack@thetaxprofessionalspodcast.com LinkedIn: https://www.linkedin.com/in/jackbonehill94/
	TTPP114: Pass Your CTA Exams by Not Being One of These 10 Types of Students with Nitin Rabheru	17 Feb 2025	01:06:40
Send a text There 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/TTPP114 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’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 Love Resources – 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 Rylance Free Downloads FREE – CTA Study Phase Checklist so you can make sure you ‘complete’ the study phase before revision, going into revision as prepared as you can FREE – 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 there FREE – 8 CTA/ATT revision tips summary, which does exactly what it says on the tin
	TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours	03 Feb 2025	00:24:29
Send a text I 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/TTPP113 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’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 ability Resources 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 value Register for a free 1-month trial for Croner-I’s tax guidance/resources
	TTPP112: Winning Tax Work: From 0 Clients to Hundreds in 4 Years with James Edwards	20 Jan 2025	00:56:51
Send a text Hear 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/TTPP112 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Into 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 do Resources 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 value Register for a free 1-month trial for Croner-I’s tax guidance/resources
	Podcast Break for Christmas, Recommended Eps from 2024, and Update From Me	09 Dec 2024	00:10:46
Send a text Info 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: t hetaxprofessionalspodcast.com/Xmas24 Subscribe: thetaxprofessionalspodcast.com/subscribe Recommended Episodes from 2024 TTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy Rylance TTPP98: 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 ProTax TTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick Rothenberg Resources 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 value Register for a free 1-month trial for Croner-I’s tax guidance/resources Contact Me: jack@thetaxprofessionalspodcast.com LinkedIn: https://www.linkedin.com/in/jackbonehill94/
	TTPP111: HMRC Tax Fraud Investigations: What COP9 Is and How To Prevent Disaster with Lucy Sauvage	25 Nov 2024	00:54:33
Send a text Better 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/TTPP111 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn A 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? Resources 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 value Register for a free 1-month trial for Croner-I’s tax guidance/resources Contact Me: jack@thetaxprofessionalspodcast.com LinkedIn: https://www.linkedin.com/in/jackbonehill94/
	TTPP110: Has HMRC's ADR Become Pointless or Worthwhile to Solve a Tax Dispute? with Barbara Bento	11 Nov 2024	00:58:30
Send a text Learn 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/TTPP110 Masterclasses for tax professionals: Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn A 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? Resources 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 value Register for a free 1-month trial for Croner-I’s tax guidance/resources Contact Me: jack@thetaxprofessionalspodcast.com LinkedIn: https://www.linkedin.com/in/jackbonehill94/
	TTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick Rothenberg	28 Oct 2024	00:59:41
Send a text Ele 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/TTPP109 Masterclasses for tax professionals: Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timings Intro 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? Resources Previous 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 value Register for free 1-month trial for Croner-I’s tax guidance/resources
	TTPP108: How to Conquer all Types of Imposter Syndrome for Tax Career Success & Happiness with Estelle Read	13 Oct 2024	01:03:39
Send a text From 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/TTPP108 Tax Advice Masterclass – Details and Enrol Here Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timings A 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 Estelle Resources Tax Advice Masterclass – Details and Enrol Here Register for free 1-month trial for Croner-I’s tax guidance/resources Estelle’s free resources: https://linktr.ee/EstelleAtBeee
	TTPP107: Most Desired Skills and Attributes re Tax Professionals by Accounting Firms with Maisie and Sam from ProTax	29 Sep 2024	00:50:22
Send a text Find 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/TTPP107 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression (free course): https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Intro 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 attributes The most universally valued skill Maisie 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.
	TTPP106: My Worst Client Experience and 5 Takeaways to Improve Your Tax Advice	15 Sep 2024	00:19:05
Send a text Learn 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/TTPP106 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timings Episode 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 advice Resources Tax Advice Masterclass Other episodes to help get better at providing tax advice: TTPP83: Improve Your Tax Advice Skills - Stories and Tips of 2 Tax Professionals TTPP32: The Technical vs Practical Tax Advisor and Which One's Best with Grahame Jackson, Tax Partner TTPP 10: How to Write Good-Quality and Practical Tax Advice Storyworthy: Engage, Teach, Persuade, and Change Your Life Through the Power of Storytelling by Matthew Dicks
	TTPP105: How to Be The External Tax Advisor In-House Tax Teams Want with Stephen Hodgson	01 Sep 2024	00:57:19
Send a text In 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/TTPP105 Tax Advice Masterclass (next one Nov 24): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn The 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? Resources Previous episode with Stephen: TTPP53: Moving from Practice to In-House (Industry) with Stephen Hodgson, In-House Head of Indirect Tax
	I'm Taking a Break and Future of the Podcast - Update from Me	04 Jul 2024	00:18:13
Send a text Show notes: thetaxprofessionalspodcast.com/TTPPBREAK Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Timings Break 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 meantime Me – Jack Bonehill Email: jack@thetaxprofessionalspodcast.com LinkedIn: https://www.linkedin.com/in/jackbonehill94/ Recommended eps to listen to in the meantime TTPP98: 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 Rylance TTPP88: Her Spectacular Route to Tax Partner at 29 with Ele Theochari [Tax Career Success Secrets Ep 12] All CTA/ATT/CBE episodes TTPP76: Why and How to Take Control of Your Tax Career with Charlie Friend TTPP61: 3 Great Ways to Make Money Outside Your Main Tax Role (and Related Advice)
	TTPP104: Becoming the Most Qualified UK Tax Advisor: Was It Worth It? with Rowan Morrow-McDade	30 Jun 2024	01:01:24
Send a text 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/TTPP104 Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscrib Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Timings Overview 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 Bonehill Email: jack@thetaxprofessionalspodcast.com LinkedIn: https://www.linkedin.com/in/jackbonehill94/
	TTPP103: A Joyful but Successful Career in Tax: Confessions of a Yorkshire-Woman with Justine Riccomini	16 Jun 2024	00:57:19
Send a text 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/TTPP103 Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Brief 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
	TTPP102: How Using a Passion Can Vastly Benefit & Improve Your Tax Career with Andrea Manzini	02 Jun 2024	00:42:25
Send a text 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/TTPP102 Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Overview 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
	TTPP101: Success in Senior Private-Sector Tax Roles After 20 Years in HMRC with Thomas Wallace	19 May 2024	00:46:38
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP101 Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscrib Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timings A 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 HMRC Resources TTPP62: Making the Move from HMRC to Private Practice with David Rose – His Story and Advice
	TTPP100: The First 9 Years of My Tax Career: Obsessed with Own Development	05 May 2024	01:01:18
Send a text From Tax Graduate to Director: a deep dive into my (Jack Bonehill’s) tax career to date. Listen for the overview and insight Show notes: thetaxprofessionalspodcast.com/TTPP100 Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Timings Finding 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 week Setting the foundations of my tax career (ATT, Excel, but also getting tinnitus) Why I left How 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 on Becoming CTA qualified Feeling lost after CTA but how a business coach helped The start of reading books to help with my career – and why I think these made such a big impact on my career The three core areas to be a successful tax professional Becoming a people manager – my aim and delegation Job offers and potential other jobs (43:45) Chapter 3: The Tax Professionals Podcast, training and related How I came to start the podcast and why Reducing my tax job hours to 4 days a week and starting doing masterclasses for tax professionals Opportunities I’ve gotten from the podcast (55:15) Chapter 4: PKF Smith Cooper – becoming an Employment Tax Director Resources Episodes 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 Research TTPP49: 5 Skills to Master Early in Your Tax Career TTPP76: Why and How to Take Control of Your Tax Career with Charlie Friend VERY useful books for your tax career: The 7 Habits Of Highly Effective People by Stephen R. Covey The 7 Habits Of Highly Effective People Workbook The One Thing: The Surprisingly Simple Truth Behind Extraordinary Results Atomic Habits
	TTPP99: Most Important Lessons I Learnt From My Time Being Tax Senior Manager	21 Apr 2024	00:29:32
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP99 Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough Timings Lesson 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) Summary Resources Episodes 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
	TTPP98: How and Why I Moved Tax Role After Being Loyal for 7 Years (Interviewed by Sam Hart)	07 Apr 2024	00:39:18
Send a text 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/TTPP98 Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Overview 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 info Resources Masterclasses 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
	TTPP97: How In-House Tax Teams Can Start Hugely Benefitting From Tax Technology with Stevi Frooninckx of Loctax	25 Mar 2024	00:59:22
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP97 Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Overview 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? Resources Other 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
	TTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy Rylance	11 Mar 2024	00:48:05
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP96 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’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 Resources Tax 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 can FREE – 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 there FREE – 8 CTA/ATT revision tips summary, which does exactly what it says on the tin Other exam-support related podcast episodes: https://www.thetaxprofessionalspodcast.com/category/podcast/att-cta/
	TTPP95: When and How to Instruct the Perfect Tax Barrister as a Tax Professional with Devereux Chambers	26 Feb 2024	00:49:05
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP95 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse In 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? Resources Related eps: TTPP51: Criminal HMRC Tax Investigations & Mistakes to Avoid with Alice Kemp, Barrister and Host of RCP Taxing Matters Podcast TTPP59: 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)
	TTPP94: What Does Being MD of an Independent Tax Consultancy Look Like? with Angela Wood [Tax Role Insights Ep 5]	12 Feb 2024	00:48:35
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP94 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn An 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 continue Resources Tax Advice Masterclass TTPP93: Ex-CIOT Examiner Shares Insight into the Role and How to Become One with Sam Hart
	TTPP93: Ex-CIOT Examiner Shares Insight into the Role and How to Become One with Sam Hart [Tax Role Insights, Ep 5]	29 Jan 2024	00:37:31
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP93 Subscribe: thetaxprofessionalspodcast.com/subscribe Tax Advice Masterclass Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn About 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 examiner 21:30 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 assessed Resources Tax Advice Masterclass
	TTPP92: 3 Years into Starting a Tax Firm to Gain More Freedom with Omar Aswat	15 Jan 2024	00:53:01
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP92 Subscribe: thetaxprofessionalspodcast.com/subscribe Tax Advice Masterclass Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn A 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 work Resources Tax Advice Masterclass Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
	TTPP91: Is Billing by Time Spent Worse Than Pricing by Value for Tax Services? with Reza Hooda	01 Jan 2024	01:09:50
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP91 Subscribe: thetaxprofessionalspodcast.com/subscribe Tax Advice Masterclass Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn A 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’ pillar Resources Tax Advice Masterclass Free book link (The Four Pillars): Https://go.rezahooda.com/order-348362211681564311623 Podcast (The Profitable Accountant Podcast): https://www.rezahooda.com/podcasts/the-profitable-accountant-podcast
	TTPP90: Improve Your Tax Research and Save Hours of Time with AI with Nick Stobbs from Tax on Demand	18 Dec 2023	00:49:43
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP90 Tax Research Masterclass (link to business case in the full details) Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timings About 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 Resources Tax Research Masterclass (link to business case in the full details) Free access to the current version of Co-pilot
	TTPP89: What are the Best Tax Resources for Research That Aren't Free?	04 Dec 2023	00:31:28
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP89 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timings Croner-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) Summary Resources Tax Research Masterclass (link to business case in the full details) Croner-I Navigate 7-Day Free Trial Message 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 Professionals TTPP55: How to Research a Tax Technical Query TTPP42: Master Using HMRC Manuals for Tax Research TTPP37: Master Using Tax Legislation (and the Benefits this Brings) TTPP 1: How to Undertake Effective Tax Research
	TTPP88: Her Spectacular Route to Tax Partner at 29 with Ele Theochari [Tax Career Success Secrets Ep 12]	20 Nov 2023	01:06:26
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP88 Tax Research Masterclass Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timings Overview 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 possible Resources Tax Research Masterclass (link to business case in the full details) TTPP87: Becoming a Tax Partner Made Easy with These 12 Areas with Heather Townsend
	TTPP87: Becoming a Tax Partner Made Easy with These 12 Areas with Heather Townsend	06 Nov 2023	00:54:12
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP87 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Tax Research Masterclass You’ll Learn A 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 detail Resources Tax Research Masterclass Heather’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 partnership The Go-To Expert: How to Grow Your Reputation, Differentiate Yourself From the Competition and Win New Business How to Make Partner and Still Have a Life: The Smart Way to Get to and Stay at the Top
	TTPP86: Using Tax Policy to your Advantage as a Tax Professional with Sam Mitha CBE, an ex-HMRC Deputy Director	22 Oct 2023	01:15:50
Send a text Sam Mitha, CBE, ex-HMRC Deputy Director of Central Policy Show notes: thetaxprofessionalspodcast.com/TTPP86 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Tax Research Masterclass You’ll Learn A 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 career Resources Tax Research Masterclass Sam’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, 847-878 A heretical view of tax simplification: Taxjournal.com:15 June 2017)
	TTPP85: How to Use LinkedIn to Win Tax Work with Ashley Leeds	08 Oct 2023	00:52:48
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP85 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Content/Timings What 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 them 48:00) How to get more engagement with your posts Resources Masterclasses for tax professionals: Tax Research Masterclass Tax Advice Masterclass
	TTPP84: How to Nurture and Train Your Tax Staff with Pete Miller	25 Sep 2023	01:19:43
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP84 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn An 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 staff Resources Masterclasses for Tax Professionals
	TTPP83: Improve Your Tax Advice Skills - Stories and Tips of 2 Tax Professionals	10 Sep 2023	00:52:20
Send a text Show notes: thetaxprofessionalspodcast.com/TTPP83 Tax Advice Masterclass Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Chrissie: (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 advice Brandon: (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 better Resources Tax Advice Masterclass

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