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

... more

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FAQs about The Tax Professionals Podcast:

How many episodes does The Tax Professionals Podcast have?

The podcast currently has 137 episodes available.

The Tax Professionals Podcast episodes:

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
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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
September 25, 2023TTPP84: How to Nurture and Train Your Tax Staff with Pete Miller
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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
...more
1h 20min
September 10, 2023TTPP83: Improve Your Tax Advice Skills - Stories and Tips of 2 Tax Professionals
Send us 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
...more
53min
August 27, 2023TTPP82: Why Students Fail CTA Exams (Key Mistakes) with Nitin Rabheru
Send us a text
Show notes: https://www.thetaxprofessionalspodcast.com/ttpp82
Subscribe: thetaxprofessionalspodcast.com/subscribe

Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse

You’ll Learn
Nitin’s story for becoming the blunt, to-the-point tax tutor he is and also why we are focusing on the reason people fail CTA exams in this episode
(6:45) Mistakes students make in the ‘preparation’ stage
(14:00) Mistakes people make during the classroom sessions (whether in person or remote), including how early you should start studying
(23:00) Mistakes people make post classroom and after studying the material, including my unpopular but important opinion
(29:00) Mistakes students make in the revision phase
(38:30) A bit about mentality and attitude
(41:00) Mistakes when it comes to past question practice and whether or not to use legislation
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 (including CBEs): https://www.thetaxprofessionalspodcast.com/category/podcast/att-cta/

Webinars on CTA exams: https://www.taxrecruitment.co.uk/webinars/
...more
54min
August 13, 2023TTPP81: Tax Technology Director Shares What It's Like to Work in Tax Tech with Alexander Kobakhidze [Tax Role Insights, Episode 3]
Send us a text
Alexander used to be Head of Tax Technology at Uber (pretty cool!) and is now Tax Technology Director at Fonoa

Show notes: thetaxprofessionalspodcast.com/TTPP81
Subscribe: thetaxprofessionalspodcast.com/subscribe
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
You’ll Learn
Introduction to Alexander and a brief overview of his career
(18:30) Biggest misconceptions about working in tax tech and crossing the jargon barrier between tax and tech professionals
(25:00) What tax technology roles entail, from Alex’s roles, and a discussion around the roles
(36:30) Could a tax professional become a tax code and who becomes good tax tech people?
(45:00) How to get a taste for tax tech and what type of businesses need tax tech specialists?
(47:30) Work-life balance for tax tech roles and a bit about salaries
(54:55) Advice to those who want to move into tax tech
Resources
Tax Role Insights Episodes
Masterclasses for Tax Professionals
...more
59min
July 30, 2023TTPP80: Best Free Resources to Find Tax Answers and Use When Undertaking Tax Research
Send us a text
Show notes: thetaxprofessionalspodcast.com/TTPP80
Subscribe: thetaxprofessionalspodcast.com/subscribe
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
You’ll Learn
Tips to better use free tax resources
(6:45) Best free tax legislation resources
(10:45) Best free HMRC guidance resources
(15:30) Best free tax-case-law resources
(17:45) Other good free tax guidance
Summary
Resources

Tax Research Masterclass
Other tax-research podcast episodes:
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
Tax Research - How to Use Google Operators to Find Tax Information More Easily
...more
22min

FAQs about The Tax Professionals Podcast:

How many episodes does The Tax Professionals Podcast have?

The podcast currently has 137 episodes available.

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