The Tax Professionals Podcast Jack Bonehill

Show notes: thetaxprofessionalspodcast.com/TTPP99
Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ 
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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) SummaryResources
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 

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 infoResources
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

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 

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 (jack@thetaxprofessionalspodcast.com) or Nitin (cta@bpp.com) 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/

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 PodcastTTPP59: 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)

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 continueResources
Tax Advice Masterclass

TTPP93: Ex-CIOT Examiner Shares Insight into the Role and How to Become One with Sam Hart