The Tax Professionals Podcast
The Tax Professionals Podcast
Jack Bonehill
Jack Bonehill, CTA, helps UK tax professionals to progress, develop and improve their tax careers, through engaging and informative bi-weekly podcast episodes. List to continue progressing your tax career, get that promotion, develop your essential skills, figure out the best career route for you, achieve your personal career goals, or pass your ATT & CTA exams. Jack has been working in tax since 2015 and specialises in UK employment taxes. Jack has a passion for personal and professional development but realised there was a clear lack of bespoke resources for tax professionals, when he needed them for his own development, outside of qualifications, tax technical and tax knowledge. That was a big reason behind starting the podcast. Whilst there is still a large focus on junior and newly qualified tax professionals, the podcast aims to help tax professionals at all stages of their career to grow and develop and to bring together a community that helps and supports each other. Website (https://www.thetaxprofessionalspodcast.com/). Subscribe (https://www.thetaxprofessionalspodcast.com/subscribe/). Tax Skills Masterclasses (https://www.thetaxprofessionalspodcast.com/masterclasses/).
TTPP68: How to Find and Be Offered an Exciting New Tax Job, Perfect for You, with James Howell
Show notes: thetaxprofessionalspodcast.com/TTPP68Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(6:00) Circumstances where you should stick with your current tax job and indicators that you should move (14:00) Understanding your career drivers – the importance of them and how they feed into your job hunt(19:30) How to figure out what the right tax job is for you(23:15) Should you use a tax recruiter? How they can help, plus pros (including getting a better package/more pay) and cons of using one(34:00) Are CVs necessary when moving tax roles? And how to make an effective CV(44:30) Interview tips(49:15) What to do at the point your receive an offer? Accepting or rejectingResourcesMy Career in Tax webinarsJames’ Tax CPD WebinarsTTPP43: Should you be Considering a Tax Job/Career Move? (with James Howell)
Feb 13, 2023
56 min
TTPP67: 9 Tips to Become Better at Presenting Tax Webinars
Show notes: thetaxprofessionalspodcast.com/TTPP67Subscribe: thetaxprofessionalspodcast.com/subscribeMBL Webinar: MSC Rules from Start to Finish - A Risk Management Guide for Tax Advisors & Accountants by Jack BonehillYou’ll Learn9 tips to help you deliver impactful, memorable, and engaging tax webinarsTip 1: Tell people what is coming up and what they can expect to learn (5:30) Tip 2: Use the notes section within PowerPoint to add prompts/scripts(9:00) Tip 3: Make sure your slides are simple & visual(13:15) Tip 4: Break down complicated information into bitesize chunks – almost always needed when talking about tax rules or legislation!(16:15) Tip 5: Ask polls/questions to make the webinar interactive and keep attendees engaged(18:30) Tip 6: Tell relevant real stories(23:30) Tip 7: Do live demos through sharing your screen(25:15) Tip 8: Set exercises to do during the webinar(26:30) Tip 9: Tailor your language and presentationResourcesMBL Webinar: MSC Rules from Start to Finish - A Risk Management Guide for Tax Advisors & Accountants by Jack BonehillTax Research MasterclassStoryworthy by Matthew Dicks: Engagement, Teach, Persuade and Change Your Life through the Power of Storytelling (book)
Jan 30, 2023
32 min
TTPP66: Award-Winning In-House Tax Leader Shares Her Advice with Tasneem Kadiri [Tax Career Success Secrets, Ep 9]
Show notes: thetaxprofessionalspodcast.com/TTPP66Subscribe: thetaxprofessionalspodcast.com/subscribeCTA Study Checklist – FREE DOWNLOAD – to help students prepare properly and pass the CTA exams: thetaxprofessionalspodcast.com/studychecklist You’ll LearnAbout Tasneem’s career (an overview)(8:30) Times in Tasneem’s life that changed her career trajectory and inspired her to achieve what she has, despite the cards being stacked against her(13:00) How Tasneem proved she should be taken seriously and what this meant for her tax career(15:45) A discussion on your personal brand(19:00) How having kids has helped her achieve more in her career(21:45) How Tasneem dealt with having imposter syndrome(24:15) How Tasneem figured out where she wanted to take her career and helped her create her vision(28:15) Tasneem’s methods for improving and developing herself for her career(32:00) Tasneem’s philosophy on leadership (she’s a great tax leader)(37:00) Advice she would give her younger self, knowing what she knows now, and her advice to help you to progress, develop and improve your tax careerResourcesOther Tax Career Success Secrets episodes, including ones with Heather Self and Kate RothwellCTA study checklist FREE DOWNLOAD – to help students prepare properly to pass the exams
Jan 16, 2023
43 min
TTPP65: 5 Undeniable Benefits of Using and Analysing Tax Case Law
Show notes: thetaxprofessionalspodcast.com/TTPP65Subscribe: thetaxprofessionalspodcast.com/subscribeTax Research Masterclass:https://www.thetaxprofessionalspodcast.com/masterclasses/ You’ll learn5 Reasons why you should use case law more as a tax professionalReason 1: It helps you improve your client’s position during HMRC enquiries(7:45) Reason 2: It enables you to provide better tax support to clients(13:30) Reason 3: It’s an excellent way to improve your tax technical skills and ability(19:30) Reason 4: It’s a relatable and practical way to increase your tax knowledge(22:00) Reason 5: It takes your tax research to the next level   Resources & related episodesTax Research MasterclassTTPP60: Improving Your Tax Research Skills – Stories and Tips of 3 Tax ProfessionalsTTPP42: Master Using HMRC Manuals for Tax ResearchTTPP37: Master Using Tax Legislation (and the Benefits this Brings)TTPP 1: How to Undertake Effective Tax Research
Jan 2, 2023
28 min
TTPP64: Win More Tax Work with These 3 Helpful Lessons
Show notes: thetaxprofessionalspodcast.com/TTPP64Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn3 important lessons in relation to winning tax work (usually referred to as business development), from my experiences(Start) Lesson 1: Is it better to do loads of campaigns/ways to win tax work or is less more?(10:00) Lesson 2: The importance of raising awareness of how you can help through your tax services, and helping clients see that the best thing for them is to engage your support(15:15) Lesson 3: Why regular contact with people and building relationships is paramount for winning tax work(20:15) SummaryResources & Related EpisodesMy email: [email protected] My LinkedIn: https://www.linkedin.com/in/jackbonehill94/ TTPP 11: How to Increase Your Chances of Winning/Converting Tax Work with Martyn Sloman (Without Being Pushy!!)TTPP57: Strategies to Win More Tax Work with Mark Lee
Dec 19, 2022
23 min
TTPP63: How to Study for the May 2023 CTA Exam (Back to Closed Book) to Maximise Chances of Passing with Nitin Rabheru
Show notes: thetaxprofessionalspodcast.com/TTPP63Study Phase Checklist – download here: thetaxprofessionalspodcast.com/studychecklist Tax flashcards/squares – email Jack ([email protected]) or Nitin ([email protected]) for samplesSubscribe: thetaxprofessionalspodcast.com/subscribeYou’ll LearnHow the exams will be different in May 2023(6:00) When you should start studying (11:00) The distinction between the study phase and the revision phase(13:00) How I approached studying for the closed book exams to achieve 1st time passes each time, (20:15) Nit’s advice to help with memorisation for this exam(23:00) Nit’s rant for why people fail these exams in his experience(24:30) Advice if you are studying via distance learning(28:00) Advice re sitting numerous exams in a sitting(33:45) Nitin’s important advice for the study phase(37:15) The cut off point for moving from study phase into the revision phase(39.30) Whether/how to use the legislation for May 2023 exams (further details here https://www.tax.org.uk/taxlegislation2023)(44:00) Final tipsResourcesTax flashcards/squares – email Jack ([email protected]) or Nitin ([email protected]) for samples.Study Phase Checklist – download here: thetaxprofessionalspodcast.com/studychecklist Other exam-support related podcast episodes: https://www.thetaxprofessionalspodcast.com/category/podcast/att-cta/ Online Tax Legislation for 2023 CTA Exams: https://www.tax.org.uk/taxlegislation2023 
Dec 5, 2022
47 min
TTPP62: Making the Move from HMRC to Private Practice with David Rose – His Story and Advice
Show notes: thetaxprofessionalspodcast.com/TTPP62Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnA bit about David’s background and where he’s at now(5:30) Why he started thinking about moving, and the action David took (11:45) What made David go down the route of joining a smaller firm and take the job he did as his first tax role outside HMRC(14:30) The fears he had around making the move and how he overcame them(19:30) Advice around dealing with the perception that hiring someone from HMRC is a risk, and his advice for reassuring potential employers (26:00) David’s advice for people considering moving from HMRC to private practice(38:30) If David could turn back the clock, would he start his tax career in HMRC again?ResourcesTax Research Masterclass: http://www.thetaxprofessionalspodcast.com/masterclasses/ TTPP60: Real Stories of 3 People re Developing their Tax Research Skills (with Davinder Talwar, Autumn Murphy and Monica Georgala)
Nov 21, 2022
41 min
TTPP61: 3 Great Ways to Make Money Outside Your Main Tax Role (and Related Advice)
Show notes: thetaxprofessionalspodcast.com/TTPP61Subscribe: thetaxprofessionalspodcast.com/subscribeTax Research Masterclass: http://www.thetaxprofessionalspodcast.com/masterclasses/You’ll LearnAbout paid tax writing (including common opportunities, information re what you can expect to be paid, benefits, and ways to land a paid-writing opportunity)(13:00) About paid tax webinars, training and speaking (including the common opportunities, information re what you can expect to be paid, and benefits)(20:40) Providing tax services outside of, but alongside, your main role (including(24:30) Related advice from my experiences and what I’ve heard (including agreeing it is ok to do a side hustle with your employer, ways to manage and use your time effectively, and how to increase chances of getting opportunities)Episodes mentioned in this episodeTTPP60: Real Stories of 3 People re Developing their Tax Research Skills (with Davinder Talwar, Autumn Murphy and Monica Georgala)TTPP57: Strategies to Win More Tax Work with Mark LeeTTPP 11: How to Increase Your Chances of Winning/Converting Tax Work with Martyn Sloman (Without Being Pushy!!)
Nov 7, 2022
37 min
TTPP60: Improving Your Tax Research Skills - Stories and Tips of 3 Tax Professionals
Guests:  Davinder Talwar, Autumn Murphy and Monica Georgala. Show notes: thetaxprofessionalspodcast.com/TTPP60Tax Research Masterclass: Details and enrol: http://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribe You’ll LearnEach guests’ experiences of tax researchChallenges they’ve facedWhy you should develop your tax-research skillsHow the guests have gone about getting betterTheir tips to help you get better at tax researchDavinder is first in the episode.Autumn is second (at roughly 20:00 mins)And Monica is third, at roughly 34:15 mins)ResourcesTax Research MasterclassCroner-I discount (for their tax resources, Navigate Tax)
Oct 23, 2022
46 min
TTPP59: What It’s Like to be a Tax Barrister with Harriet Brown (and How to Become One) [Tax Role Insights, Ep 1]
Show notes: thetaxprofessionalspodcast.com/TTPP59Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnHarriet introducing herself(5:15) What you have to do to qualify as a tax barrister(11:30) What tax barristers typically do – in terms of activities (I was surprised)(31:45) How Harriet’s role has evolved over the years(34:00) Remuneration for barristers – how this works and what you can expect to earn(36:00) How barristers’ chambers work(46:30) Advice from Harriet if you’re considering becoming a tax barrister ResourcesBar council website: https://www.barcouncil.org.uk/ Bar standards board websites: https://www.barstandardsboard.org.uk/ Benchmark your salary or discuss available roleswith James at The Tax Recruitment Company. Find out what you're worth and if you're paid the right amount. Mobile: 07768 252 252Email: [email protected] a Zoom meeting: thetaxprofessionalspodcast.com/salarychat P.S Corporation Tax roles are in large supply, and James is currently recruiting for many of these!
Oct 9, 2022
51 min
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