The Tax Professionals Podcast

Send a text 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 w...

Send a text Show notes: thetaxprofessionalspodcast.com/TTPP12 Subscribe: thetaxprofessionalspodcast.com/subscribe You’ll Learn ·         10 tips to help you progress and improve your tax career ·         About misconceptions that I had about a successful tax career, so that you can throw them out the window and focus on what’s important to progress ·         The benefits and value of having a tax...

Send a text You’ll Learn  How to improve your chances of converting opportunities into client work without being pushy  The common mistakes that people make when it comes to selling so you can avoid them  What the preparation stage before a meeting to discuss opportunities with a client or prospective client should consist of  What you should do during and at the end of these meetings to increase...

Send a text Show notes: thetaxprofessionalspodcast.com/TTPP10 Subscribe: thetaxprofessionalspodcast.com/subscribe You’ll Learn  The approach I recommend you take to write good quality tax advice  What you should do before and after writing the advice  How to become quicker at writing advice Some final tips to help you become better at writing tax advice Related Episodes TTPP 1: How to Undertake Ef...

Send a text You’ll Learn  About the impact that COVID-19 has had on the tax-job market  Trends in terms of how coronavirus has affected the recruitment process of tax jobs and remote working  Georgiana’s tips on how to approach your job search  Georgiana’s CV and interview preparation tips for tax professionals  What you could do if you’ve been made redundant to increase your chances of getting a...

Send a text Show notes: thetaxprofessionalspodcast.com/ttpp8 You’ll Learn  Essential Excel shortcuts and time-savers to enable you to become quicker at using Excel  Highly used, must-know and beneficial formulas, which will enable you to do 90% (or at least most) of the tasks you’ll ever need or want to do in Excel  Tips to help you review formulas to correct mistakes and errors  Some pointers for...

Send a text Ever come out of a meeting, thinking that it was a complete waste of time?  Like it was not necessary for you to attend the meeting?   That your time could be better spent elsewhere?  You’re not alone.   This is a common problem for those who work in professional services (and not just restricted to us who work in tax!). Learning how to run an effective meeting is one of those things w...

Send a text In this episode, I share the strategies and methods that I, myself, have and still use to build and maintain my tax knowledge, to help you do the same. Regardless of what area of tax you work in, it is undeniably important that you have strong knowledge for the area of tax you work in.  When it comes to building your tax knowledge, the end goal should not be to know the answer to every...

Send a text For the first, and maybe even the last, time ever, the November 2020 ATT and CTA exams will be ‘open book’, which means that you can take materials into the exam.  Whilst it is arguably going to be ‘easier’ (I say that with caution), don’t fall into the trap of thinking that the exams are now going to be easy. The standard of questions is not changing, and so you will still need to ade...

Send a text Delegation is one of those skills that, once mastered, will become an exceptionally useful tool for you. It will help you progress, develop and get more out of your tax career, as well as help to improve your work-life balance (if this is something you desire!).  But if you’ve had to opportunity to delegate, you’ve probably encountered a situation where delegation hasn’t gone to plan,...

Send a text 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 lea...

Send a text As tax professionals, there are times when we are exceptionally busy. Dreading tax return seasons, or that one client demanding immediate advice. We become stressed. We work long hours. And we end up neglecting those non-urgent important tasks that we know we should do. The solution?  Increase your productivity. But how, I hear you ask? If you’d have told it was this simple a year ago,...

Send a text Undertaking tax research is one of those tasks that many taxes professionals dread.  After all, the thought of reading complex legislation and unclear guidance over a cuppa isn’t most people’s idea of fun, although I definitely come close to the line.  Fun or not, it is an essential part of being a tax professional.  At some point, you will need to find the answer to questions you don’...

Send a text The Tax Professionals Podcast is dedicated to helping tax professionals to improve their tax careers.  If you work in tax and are looking to: progress and develop obtain promotions improve your skills for a successful career in tax, or learn about the possible career options, or pass professional qualifications (CTA, ATT, etc) then this Podcast is for you! Want to find out more, to dec...