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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

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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

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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

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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 

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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

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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 

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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 ([email protected]) or Nitin ([email protected]) 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/

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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)

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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

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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