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...

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...

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...

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...

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...

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...

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 examiner21:30 Is there a better way to assess tax students...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 guidanceSummaryResources   Tax Research Masterclass Other tax-research podcast...

Show notes: thetaxprofessionalspodcast.com/TTPP79 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn An overview of Laura’s career(13:30) An insight into Laura’s role as a tax partner at Azets(18:15) How involved she gets in the day-to-day tax work(21:15) Her remit and what is expected of her(28:00) Whether as tax partner, she has unlimited control(31:00) Some...

Show notes: thetaxprofessionalspodcast.com/TTPP78 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Key reasons why students fail the APS exam(18:00) How you should deal with gaining the CTA awareness knowledge you need (particularly for those of you on the ATT/CTA joint pathway)(21:00) Advice if you’re thinking to sit an APS paper and AT paper at the same...

Show notes: thetaxprofessionalspodcast.com/TTPP77 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Overview of Ben’s career and what a portfolio finance director is(17:15) Why Ben has limited his services, not providing the full range of accountancy services, and why it’s good to restrict your tax services(20:00) How to get prospects or contacts to know how you can...

Show notes: thetaxprofessionalspodcast.com/TTPP76 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Overview of Charlie’s tax career (she started as an apprentice, without going to uni)(10:00) Whether she was held back for being young, despite being CTA qualified at 21(11:45) Why you should take control of your tax career(17:30) How to take control of your tax...