The Tax Professionals Podcast

TTPP116: Growing and Scaling a Tax Team: Advice, Stories and Tips with David Francis, Partner at Grant Thornton


Listen Later

Send us 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

...more
View all episodesView all episodes
Download on the App Store

The Tax Professionals PodcastBy Jack Bonehill


More shows like The Tax Professionals Podcast

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

229,360 Listeners

This Past Weekend w/ Theo Von by Theo Von

This Past Weekend w/ Theo Von

27,839 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

428 Listeners

The Daily by The New York Times

The Daily

112,660 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

109 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

337 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

255 Listeners

AICPA Personal Financial Planning (PFP) by AICPA & CIMA

AICPA Personal Financial Planning (PFP)

55 Listeners

Tax News & Views by Deloitte US

Tax News & Views

28 Listeners

The Rest Is Politics by Goalhanger

The Rest Is Politics

3,117 Listeners

Federal Tax Updates by Roger Harris, EA and Annie Schwab, CPA

Federal Tax Updates

33 Listeners

Teaching Tax Flow: The Podcast by Chris Picciurro and John Tripolsky

Teaching Tax Flow: The Podcast

17 Listeners

Tax Leverage by Jasmine DiLucci (JD, CPA, EA)

Tax Leverage

25 Listeners

How Tax Works by Falcon Rappaport & Berkman LLP

How Tax Works

17 Listeners

The Tax Code Podcast by The Tax Code Podcast

The Tax Code Podcast

11 Listeners