The Tax Professionals Podcast

By Jack Bonehill

This podcast helps tax professionals, typically by helping you become a better tax professional, helping you pass the ATT and CTA exams, or helping you decide what you want to do with your tax care

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FAQs about The Tax Professionals Podcast:

How many episodes does The Tax Professionals Podcast have?

The podcast currently has 124 episodes available.

The Tax Professionals Podcast episodes:

February 17, 2025TTPP114: Pass Your CTA Exams by Not Being One of These 10 Types of Students with Nitin Rabheru
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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 This is somewhat outdated now, but there is still useful information in there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
Webinars
Mastering the ATT/CTA Exams – Retake Support and Success Strategies
Mastering the APS Paper – Insights and Strategies for Success
Revision Help and Top Tips for CTA Exams – Essential guidance for effective preparation
Get access here: https://www.pro-recruitment.co.uk/microsite/att-cta-webinars
...more
1h 7min
February 03, 2025TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours
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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
...more
25min
January 20, 2025TTPP112: Winning Tax Work: From 0 Clients to Hundreds in 4 Years with James Edwards
Send us 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
...more
57min
December 09, 2024 Podcast Break for Christmas, Recommended Eps from 2024, and Update From Me
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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: thetaxprofessionalspodcast.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:
[email protected]
LinkedIn: https://www.linkedin.com/in/jackbonehill94/
...more
11min
November 25, 2024TTPP111: HMRC Tax Fraud Investigations: What COP9 Is and How To Prevent Disaster with Lucy Sauvage
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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:
[email protected]
LinkedIn: https://www.linkedin.com/in/jackbonehill94/
...more
55min
November 11, 2024TTPP110: Has HMRC's ADR Become Pointless or Worthwhile to Solve a Tax Dispute? with Barbara Bento
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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:
[email protected]
LinkedIn: https://www.linkedin.com/in/jackbonehill94/
...more
59min
October 28, 2024TTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick Rothenberg
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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
...more
1h
October 13, 2024TTPP108: How to Conquer all Types of Imposter Syndrome for Tax Career Success & Happiness with Estelle Read
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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
...more
1h 4min
September 29, 2024TTPP107: Most Desired Skills and Attributes re Tax Professionals by Accounting Firms with Maisie and Sam from ProTax
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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.
...more
51min
September 15, 2024TTPP106: My Worst Client Experience and 5 Takeaways to Improve Your Tax Advice
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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
...more
20min

FAQs about The Tax Professionals Podcast:

How many episodes does The Tax Professionals Podcast have?

The podcast currently has 124 episodes available.

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