The Tax Professionals Podcast
Jack Bonehill
This podcast helps tax professionals, typically by helping you become a better tax professional, helping you pass the ATT and CTA exams, or helping you decide what you want to do with your tax career.
Episodes are released bi-weekly, released on Mondays, and include a mix of solo and guest episodes.
Jack Bonehill, CTA, hosts the podcast. He's an employment tax specialist, working in the area since 2015, and won Tolley's Taxation's Rising Star award in 2023.
Website: https://www.thetaxprofessionalspodcast.com/
Subscribe: https://www.thetaxprofessionalspodcast.com/subscribe/
Tax Skills Masterclasses: https://www.thetaxprofessionalspodcast.com/masterclasses/
Sub Series: Tax Career Success Secrets, sharing the secrets behind tax-career success, and Tax Role Insights, giving you an insider's view into the different available tax roles.
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Best episodes
Top 10 The Tax Professionals Podcast Episodes
Goodpods has curated a list of the 10 best The Tax Professionals Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Tax Professionals Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Tax Professionals Podcast episode by adding your comments to the episode page.
TTPP 13: How to get the Work-Life Balance you Desire for an Enjoyable Life and Successful Career with Jo Maughan
The Tax Professionals Podcast
11/23/20 • 47 min
Show notes: thetaxprofessionalspodcast.com/TTPP13
Subscribe: thetaxprofessionalspodcast.com/subscribe
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
You’ll Learn
- Why it’s important to have a work-life balance and that such a balance will be unique to you, your values and goals
- Jo’s tips to help you figure out the right work-life balance for you – having a vision will give you direction and something to work towards
- Ways to go about achieving that balance for you and how to overcome typical obstacles that get in the way
- How to take responsibility of your own work-life balance (as no one else will do it for you!)
- Polite and respectful ways to say “no”, which is key in getting your work-life balance
- Jo’s tips for managing your workload well as a tax professional, so you get work done quicker and a better balance
Resources
- Jo’s article: The Real Truth About Work Life Balance
- Jo’s “How to Say No” free webinar
- 4-Hour Work Week by Tim Ferris
Please note – this Amazon link is an affiliate link which means I will get a small commission to support the podcast if you purchase from Amazon, at no increased cost to you. - TTPP 2: How to Improve Your Productivity with Better To-Do List and Email Management with Carl Pullein
- TTPP 4: How to be a Better Delegator to Progress your Tax Career with Mike Clayton
TTPP 3: How to Obtain Good Quality Feedback (and Why You Should Ask for More!)
The Tax Professionals Podcast
07/06/20 • 22 min
Feedback.
It is one of those things that many of us know is beneficial to help us develop and grow, but despite this, we choose to avoid it.
Obtaining feedback is feared. It can make us feel uncomfortable, threatened, and defensive. But by not taking advantage of feedback, we are depriving ourselves of a useful resource.
As tax professionals, a lot of the skills we need to are learnt through experience and practice alone, rather than taught to us in a classroom. And this makes feedback even more valuable to us.
Feedback doesn’t need to be this big scary task that is dreaded. In fact, we should embrace it, and see if for what it is – an opportunity to help us grow and develop.
I hear you. Easier said than done, I know, but still doable.
To reap the full benefits of obtaining feedback, you should:
- Adopt a ‘growth’ mindset
- Ask the right questions
- Make it easy for people to give you feedback
- Properly reflect and act upon feedback received
Want to learn how? Take a listen to this episode!
Oh, and equip with the knowledge learnt in this episode, I challenge you to ask for 5 pieces of feedback in the next week.
TTPP101: Success in Senior Private-Sector Tax Roles After 20 Years in HMRC with Thomas Wallace
The Tax Professionals Podcast
05/19/24 • 46 min
Show notes: thetaxprofessionalspodcast.com/TTPP101
Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/
Subscribe: thetaxprofessionalspodcast.com/subscrib
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
Rough timings
- A bit about Thomas and his tax career, and what spurred him to leave HMRC after 20 years
- (8:30) Why Thomas believes he’s been successful in his senior role, straight from HMRC
- (11:00) Commercial awareness: an area where Thomas lacked when he first left HMRC, what he means by commercial awareness and how he addressed the shortfall
- (16:15) Discussion around critical thinking and its importance
- (17:45) Thomas’s technical knowledge when he left HMRC – was it good enough?
- (23:00) What Thomas has learnt about business development (BD), winning clients and winning work since leaving HMRC
- (28:00) Key skills to do well outside HMRC
- (38:15) Thomas’s advice for someone that’s thinking about leaving HMRC
Resources
TTPP62: Making the Move from HMRC to Private Practice with David Rose – His Story and Advice
TTPP117: Become a Better Tax Professional With My Lessons From Having a Side Hustle
The Tax Professionals Podcast
04/27/25 • 44 min
This episode is mainly a slice of my story – from childhood, to tax, to side hustle – and I thought you might find this insight interesting, learn a few tips along the way, particularly around winning tax work, business development (BD) and hear what I’ve learnt from the podcast that has helped me with my tax career and may help you with yours too. The episode is from me being interviewed by Craig McKeller, for The Professional Speaks podcast, and he kindly agreed for me to share it on my podcast, too!
Show notes: thetaxprofessionalspodcast.com/TTPP117
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 me (Jack) and my background
- (11:45) How did I get into the tax world?
- (15:30) My approach to winning tax work
- (22:30) How did I monetise the podcast?
- (28:45 & 41:00) What I’ve learnt from running a podcast and a training business that’s helped me as a tax director
- (34:00) A bit about me winning Tolley’s Taxation’s Rising Star
- (36:45) My goals for the next 12 months
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.
Register for a free 1-month trial for Croner-I’s tax guidance/resources
TTPP111: HMRC Tax Fraud Investigations: What COP9 Is and How To Prevent Disaster with Lucy Sauvage
The Tax Professionals Podcast
11/25/24 • 54 min
Better serve your clients, should they be caught up in tax fraud or a Code of Practice 9 (COP9) situation. Lucy Sauvage, our guest for this episode, explains what COP9 is, what a typical COP9 enquiry looks like, advice to prevent you messing up a COP9 enquiry, examples of common tax frauds and a story where Lucy’s client left HMRC with almost no choice but to pursue a criminal investigation into them.
Show notes: thetaxprofessionalspodcast.com/TTPP111
Subscribe: thetaxprofessionalspodcast.com/subscribe
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
You’ll Learn
- A bit about Lucy’s career
- (4:45) A big about COP9 and what it is
- (7:30) Who instigates COP9? HMRC or taxpayer?
- (9:00) What is and isn’t tax fraud?
- (13:00) What prompts HMRC to open a COP9 enquiry?
- (16:30) What a typical COP9 enquiry looks like, the process
- (24:15) What are some of the tax frauds Lucy has seen? Examples
- (32:15) Risks associated with going down the COP9 route (to taxpayer and their tax advisor/accountant)
- (37:45) Can COP9 apply to businesses as well as individuals?
- (39:45) Any COP9 disaster stories that Lucy has
- (47:00) Typical COP9 mistakes and how tax advisors and taxpayers avoid COP9 going badly?
- (51:15) Should COP9 enquiries always be handled by specialists?
Resources
Masterclasses for tax professionals:
Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance
Tax Advice Masterclass – how to provide high-quality tax advice that clients value
Register for a free 1-month trial for Croner-I’s tax guidance/resources
Contact Me:
TTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick Rothenberg
The Tax Professionals Podcast
10/28/24 • 59 min
Ele recently completed her first year of being a tax partner. Hear what her first year looked like, which will help you decide whether being a tax partner is for you AND will teach you a masterclass in how you can be successful as a tax partner.
Show notes: thetaxprofessionalspodcast.com/TTPP109
Masterclasses for tax professionals:
Subscribe: thetaxprofessionalspodcast.com/subscribe
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
Rough timings
- Intro from Ele
- (4:45) How Ele’s first year of being a tax partner, at 29 years old, went
- (10:00) What the team looked like with Ele started, what the plan was, and what it looks like now
- (14:00) What were all the different areas/sections/categories of Ele's year 1 business plan
- (16:30) The time Ele spent in making sure the team was operationally effective & what she did
- (20:00) How the reality is different to the plan and the most significant parts of Ele’s plan
- (23:30) What Ele means when she talks about the processes that she's implemented and what she's done (VERY impressive)
- (32:30) Ele's work winning plan for her first year, how she did it (from a lead to converting), and how it went
- (40:45) Selling the value of your tax services/work - to help convert clients and win fees
- (45:45) Ele's external business development (BD) to win tax work from businesss that aren't already clients of the firm
- (47:15) How Ele's ensures she gets high value from networking events, from a BD standpoint
- (50:30) What Ele found difficult or challenging in her first year as partner at a new firm to her
- (56:00) What does the future look like for Ele? What's next?
Resources
Previous podcast ep with Ele: TTPP88: Her Spectacular Route to Tax Partner at 29 with Ele Theochari [Tax Career Success Secrets Ep 12]
Masterclasses for tax professionals:
Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance
Tax Advice Masterclass – how to provide high-quality tax advice that clients value
Register for free 1-month trial for Croner-I’s tax guidance/resources
TTPP94: What Does Being MD of an Independent Tax Consultancy Look Like? with Angela Wood [Tax Role Insights Ep 5]
The Tax Professionals Podcast
02/12/24 • 48 min
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 continue
Resources
Tax Advice Masterclass
TTPP93: Ex-CIOT Examiner Shares Insight into the Role and How to Become One with Sam Hart
TTPP92: 3 Years into Starting a Tax Firm to Gain More Freedom with Omar Aswat
The Tax Professionals Podcast
01/15/24 • 53 min
Show notes: thetaxprofessionalspodcast.com/TTPP92
Subscribe: thetaxprofessionalspodcast.com/subscribe
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 opportunities to help save tax or support clients to benefit them and win you work
Resources
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
TTPP91: Is Billing by Time Spent Worse Than Pricing by Value for Tax Services? with Reza Hooda
The Tax Professionals Podcast
01/01/24 • 69 min
Show notes: thetaxprofessionalspodcast.com/TTPP91
Subscribe: thetaxprofessionalspodcast.com/subscribe
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 ‘positioning’ pillar
Resources
Free book link (The Four Pillars): Https://go.rezahooda.com/order-348362211681564311623
Podcast (The Profitable Accountant Podcast): https://www.rezahooda.com/podcasts/the-profitable-accountant-podcast
5 Skills to Master Early in Your Tax Career (TTPP49 Re-release)
The Tax Professionals Podcast
03/17/25 • 29 min
Masterclasses for Tax Professionals: thetaxprofessionalspodcast.com/masterclasses
Show notes: thetaxprofessionalspodcast.com/TTPP49
Subscribe: thetaxprofessionalspodcast.com/subscribe
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
You’ll Learn
- 5 skills that are important to master early on in your tax career
- Some tips to help you improve these skills
Rough Timings
- (2:30) Story (relevant!)
- (6:30) Skill 1 - Tax Research (finding, using and applying tax guidance, legislation and case law
- (10:15) Skill 2 - Explaining tax concepts clear to others
- (13:45) Skill 3 - Tax Advisory Skills
- (19:00) Skill 4 - Inspection and Fact Finding Skill
- (23:30) Skill 5 - Relationship Building Skill
Related Episodes
Tax research:
TTPP 1: How to Undertake Effective Tax Research
TTPP37: Master Using Tax Legislation (and the Benefits this Brings)
TTPP42: Master Using HMRC Manuals for Tax Research
Tax Advice:
TTPP 10: How to Write Good-Quality and Practical Tax Advice
Explaining Tax rules Clearly:
TTPP18: How to Explain Tax Rules & Concepts Clearly (to Help Others Understand!)
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FAQ
How many episodes does The Tax Professionals Podcast have?
The Tax Professionals Podcast currently has 128 episodes available.
What topics does The Tax Professionals Podcast cover?
The podcast is about Skills, Tax, Podcasts, Self-Improvement, Education, Support, Business and Careers.
What is the most popular episode on The Tax Professionals Podcast?
The episode title 'TTPP93: Ex-CIOT Examiner Shares Insight into the Role and How to Become One with Sam Hart [Tax Role Insights, Ep 5]' is the most popular.
What is the average episode length on The Tax Professionals Podcast?
The average episode length on The Tax Professionals Podcast is 45 minutes.
How often are episodes of The Tax Professionals Podcast released?
Episodes of The Tax Professionals Podcast are typically released every 14 days.
When was the first episode of The Tax Professionals Podcast?
The first episode of The Tax Professionals Podcast was released on May 30, 2020.
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