5 Skills to Master Early in Your Tax Career (TTPP49 Re-release)
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!)
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!)
Previous Episode
TTPP115: How to be an Excellent Tax Junior, Graduate, Trainee or Apprentice with Olivia Pryer
This episode is all about how to be an excellent ‘tax junior’. By tax junior, I mean someone in the early stages of their career, including tax trainees, tax graduates, and tax apprentices. We are joined by Olivia Pryer, who was an excellent tax junior, loved by her boss, and she joins us to share her mindset, approach and tips, and help you or your colleges be an excellent tax junior and asset to the team.
Show notes: thetaxprofessionalspodcast.com/TTPP115
Subscribe: thetaxprofessionalspodcast.com/subscribe
Masterclasses for tax professional
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
You’ll Learn
- A bit about Olivia and her tax career
- (7:30) What Olivia expected from her first tax role (which was at ETC Tax) before she started
- (10:00) How Olivia did a good of tax compliance work – completing tax returns – impressing her colleges
- (19:30) Self-reading and self-learning she did with tax knowledge
- (24:15) How Olivia did a good job of tax advisory work and how this is different to doing a good job of compliance work.
- (29:00) How to get involved in tax advisory work early on in your career
- (35:00) What should tax juniors/graduates/trainees do to be an excellent junior?
- (39:00) Olivia’s final advice to those who want to be an excellent tax junior/graduate/trainee
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
Book a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/Bookprotax
Contact details
Next Episode
TTPP116: Growing and Scaling a Tax Team: Advice, Stories and Tips with David Francis, Partner at Grant Thornton
This episode is focussed on growing or scaling a tax team in a professional services firm – something which is not natural for us as tax professionals. Our guest, David Francis, Partner and Head of Tax Dispute Resolution at Grant Thornton, shares his experiences and advice for how to grow a tax team, so that you can do the same.
Show notes: thetaxprofessionalspodcast.com/TTPP116
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 Dave and his tax career
- (11:00) When Dave started getting involved in growing a tax team
- (20:30) The GT tax dispute resolution team when Dave stated there and the business plan to grow
- (25:15) Was team culture covered in the business plan?
- (30:00) The culture Dave wants in his growing tax team
- (35:15) The Service Line Agreement that Dave’s team had created – what is it?
- (45:00) Wrapping thoughts up: David’s advice to scale a tax team
- (48:30) The work-winning side of scaling a tax team. How to ensure you have enough
- (54:00) Dave’s leadership philosophy
- (1:00:00) Dave’s plan to grow the team further
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.
Take a look and enrol, here. or email me at jackthetaxprofessionalspodcast.com
Register for a free 1-month trial for Croner-I’s tax guidance/resources
Book a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/Bookprotax
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