TTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick Rothenberg
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
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
Previous Episode
TTPP108: How to Conquer all Types of Imposter Syndrome for Tax Career Success & Happiness with Estelle Read
From this episode, you will learn what the different types of impose syndrome are, how they may be negatively impacting your tax career/your life, and how to deal with them. Our expert guest for this episode, Estelle Read, shares all of this with you, after many years of helping professionals that fix burnout, remove stress, and perform better.
Show notes: thetaxprofessionalspodcast.com/TTPP108
Tax Advice Masterclass – Details and Enrol Here
Subscribe: thetaxprofessionalspodcast.com/subscribe
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
Rough timings
- A bit about Estelle
- (8:15) What Estelle means by imposter syndrome and what the 5 different types are
- (17:30) Negatives/consequences of imposter syndrome
- (19:45) Estelle’s SHINE process for dealing with imposter syndrome
- (20:45) Step 1 – S – Self-Assessment
- (26:00) Step 2 – H – Haven
- (41:00) Step 3 – I – Inner Captain
- (45:30) Step 4 – N – Non-Negotiables
- (50:00) Step 5 – E – Enable
- (58:00) Benefits of going through the SHINE process
- (1:02:00) How I intend to use what I’ve learnt so far from Estelle
Resources
Tax Advice Masterclass – Details and Enrol Here
Register for free 1-month trial for Croner-I’s tax guidance/resources
Estelle’s free resources: https://linktr.ee/EstelleAtBeee
Next Episode
TTPP110: Has HMRC's ADR Become Pointless or Worthwhile to Solve a Tax Dispute? with Barbara Bento
Learn about HMRC’s alternative dispute resolution (ADR) process, which you can use to help solve your client’s tax disputes with HMRC – but is it worthwhile or is it a waste of time? Barbara Bento, our expert guest, explains.
Show notes: thetaxprofessionalspodcast.com/TTPP110
Masterclasses for tax professionals:
Subscribe: thetaxprofessionalspodcast.com/subscribe
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
You’ll Learn
- A bit about Barbara
- (8:30) What is HMRC Alternative Dispute Resolution (ADR) and what is classed as a ‘dispute’?
- (12:15) What does the ADR process look like from start to finish?
- (20:45) Any situations when ADR can't be used?
- (26:00) Co-mediation in ADR by Barbara – what this means and the benefit
- (30:00) My (Jack Bonehill's) bad experience with HMRC & what can be done to avoid
- (37:15) What is meant by partial settlement in ADR?
- (37:45) Is ADR worthwhile & if so, when?
- (42:45) What do you need to make ADR go well, be successful? Barbara’s advice
- (47:15) Barbara's worst HMRC ADR experience
- (51:15) Is ADR remote or in person?
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:
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