The Tax Professionals Podcast

Send a text Many tax professionals I speak to tell me they don’t feel confident when it comes to looking into technical points and reaching tax conclusions. In this episode, I share why I think many people lack confidence in this area before sharing 6 practical tips to help you improve your confidence. Links Tax Research Masterclass (built the confidence of many tax professionals) Episode show not...

Send a text  In this episode, Jack Bonehill (2023 Taxation’s Rising Star winner) is joined by Charlie Friend (2025 Taxation’s Rising Star winner) to share their advice on how to excel early in your tax career, progress quickly, and create an award-winning Rising Star application.  Links Episode show notes The Tax Lab : free webinars to improve your tax skills. Real scenarios, tackled live. Include...

Send a text In accountancy firms, tax teams can easily give away advice for free, often with no recognition, to clients of the wider firm. This can cause friction and can be difficult to manage. In this episode, host Jack Bonehill is joined by David Maslen, Head of Tax at Old Mill, to discuss why this happens and to share practical insights to help you obtain a fee or other recognition for your ta...

Send a text In this episode of The Tax Professionals Podcast , host Jack Bonehill joined MTD Therapy , a community for accountants and tax advisors, for an unfiltered discussion — sometimes full-on ranting — about the latest UK Budget. Around the ranting, you’ll hear clear explanations of the key Budget announcements and expert insights into them. Episode show notes The Tax Lab : free webinars to...

Send a text Your advice is probably full of unnecessary tax jargon without you even realising it. However, you can use simpler language without losing meaning — and your advice will be much better for it. In this episode, host Jack Bonehill identifies the overly complex wording in a real piece of tax advice and shows how the same points can be written in plain English that clients actually underst...

Send a text You might be giving technically perfect tax advice — but if it’s too long or too complicated, it won’t land well with clients. In this episode, Jack Bonehill shares a real story where two simple questions helped turn a colleague’s advice from technical to client-friendly. You can use these questions to instantly make your advice clearer, shorter, and more valuable from a client’s persp...

Send a text Claritas Tax started in 2012 as a one-person venture. Today, it’s a 100-strong firm with eight offices across the UK. In this episode, Iain Wright, founder of Claritas, shares the journey from leaving a safe career path to building arguably the UK’s fastest-growing specialist tax firm. We talk about the first business plan, the earliest hires, how Claritas scaled, the challenges of com...

Send a text Want to get better at tax research? In this episode, I share my five-step process to always get to the answer — and show you how it worked in a tricky but real client case so you can start using it yourself.   Tax Research Masterclass: Go to thetaxprofessionalspodcast.com/trm for details and to enrol. Show notes: https://www.thetaxprofessionalspodcast.com/ttpp122/ Timings [00:00] Intro...

Send a text From this episode, learn what a Tax Editor does and hear advice on how to become one. Andrew Rainford – Tax Editor at Lefebvre for over ten years, shares what he enjoys, the challenges, and the different types of tax-editing roles that exist. Take a listen if you’re interested in hearing about different tax roles or have a specific interest in editing.  Show notes: thetaxprofessionalsp...

Send a text AI tools for tax research: the role they can play, how to use them well, and the safeguards to avoid getting things wrong and manage risk – this is what’s covered by this episode. AI can help save time, make our lives easier, and make tasks less frustrating as part of the research process. We are joined by Tony Court, who has worked in tax for over 40 years, and who has been testing an...

Send a text Chloe Radcliffe-Scott has made a success of her squiggly tax career to date, despite living with a long-term health condition, Crohn’s. She started off as an in-house tax apprentice, before moving to accountancy practices, back to in-house and then also swapping specialism from corporation tax to employment taxes! You don’t need a traditional, linear path to have success, and Chloe sha...

Send a text 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 intervie...

Send a text Sehjal’s divorce supercharged her tax career, going from tax consultant to director in three years. Hear her story, how she did it, how she’s created a team with a culture where people don’t leave, and her advice if you want to be successful in your own tax career. Show notes: thetaxprofessionalspodcast.com/TTPP118 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of you...

Send a text 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 Mast...

Send a text 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...

Send a text 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...

Send a text There are common reasons why, time and time again, students fail their Chartered Tax Adviser (CTA) exams. To explain these, Nitin and I have created the “10 types of bad CTA students”, and to make it more memorable, we have assigned a name (hopefully fun names) to each one. In the episode, we talk through each bad type of student to help you identify any bad traits in yourself or you s...

Send a text I share the key benefits of exceptional tax technical ability is and why you should aim to have this, illustrated through a real client story with highs, lows, disappointment, and me being considered a charlatan, by two lawyers. But who was right? Show notes: thetaxprofessionalspodcast.com/TTPP113 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progressi...

Send a text Hear how James Edwards has won so much tax work that he’s become too busy, so that you can win more work yourself. Show notes: thetaxprofessionalspodcast.com/TTPP112 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Into from James (3:45) James’s beliefs aroun...

Send a text Info re Christmas podcast break, when the next episode will be, what the next two episodes will be, recommended eps from 2024 to listen to if you haven't already, and mini update from me. Show notes: t hetaxprofessionalspodcast.com/Xmas24 Subscribe: thetaxprofessionalspodcast.com/subscribe Recommended Episodes from 2024 TTPP96: Why She Failed One CTA Paper Multiple Times but Then...

Send a text 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 investig...

Send a text 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 c...

Send a text 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 T...

Send a text 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.co...

Send a text Find out what the most valued skills and attributes are by employers of tax professionals, with Jack Bonehill and Sam Minor and Maisie Horrell from Pro-Tax Recruitment. After listening to this episode, you can be more strategic about what skills you work on improving, and propel your career forward more quickly – if this is what you want.  Masterclasses for tax professionals: https://w...