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 132 episodes available.

The Tax Professionals Podcast episodes:

February 12, 2024TTPP94: What Does Being MD of an Independent Tax Consultancy Look Like? with Angela Wood [Tax Role Insights Ep 5]
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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
...more
49min
January 29, 2024TTPP93: Ex-CIOT Examiner Shares Insight into the Role and How to Become One with Sam Hart [Tax Role Insights, Ep 5]
Send us 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
...more
38min
January 15, 2024TTPP92: 3 Years into Starting a Tax Firm to Gain More Freedom with Omar Aswat
Send us 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
...more
54min
January 01, 2024TTPP91: Is Billing by Time Spent Worse Than Pricing by Value for Tax Services? with Reza Hooda
Send us 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
...more
1h 10min
December 18, 2023TTPP90: Improve Your Tax Research and Save Hours of Time with AI with Nick Stobbs from Tax on Demand
Send us 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
...more
50min
December 04, 2023TTPP89: What are the Best Tax Resources for Research That Aren't Free?
Send us 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: [email protected]
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
...more
32min
November 20, 2023TTPP88: Her Spectacular Route to Tax Partner at 29 with Ele Theochari [Tax Career Success Secrets Ep 12]
Send us 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
...more
1h 7min
November 06, 2023TTPP87: Becoming a Tax Partner Made Easy with These 12 Areas with Heather Townsend
Send us 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
...more
55min
October 22, 2023TTPP86: Using Tax Policy to your Advantage as a Tax Professional with Sam Mitha CBE, an ex-HMRC Deputy Director
Send us 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)
...more
1h 16min
October 08, 2023TTPP85: How to Use LinkedIn to Win Tax Work with Ashley Leeds
Send us 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
...more
53min

FAQs about The Tax Professionals Podcast:

How many episodes does The Tax Professionals Podcast have?

The podcast currently has 132 episodes available.

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