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 ..read more

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 h ..read more

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 a ..read more

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) (19:1 ..read more

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 bar ..read more

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 smal ..read more

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 whethe ..read more

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 advisory projects that Omar won (35:00) How Omar was able to develop his advisory skills (40:30) Spotting ..read more

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 effort (42:00) Giving different pricing options with tax/accountancy work (57:00) A bit about the ‘pos ..read more

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 language model’ and what is ‘RAG’ (retrieval augmented generation)? (19:00) How does Co-pilot benefit ..read more