The Tax Professionals Podcast

• TTPP122: My 5 Step Process for Tax Research That I Use Every Time

  Send us a textWant 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] Introduction — why tax research feels overwhelming[00:00:22] My 5-step process in action: real-life client story[00:07:34] My 5-step tax research process explained[00:08:31] Deep dive into each of the five steps[00:10:47] Typical challenges tax professionals face during tax research[00:13:30] Exercise: try the 5-step process yourself[00:13:59] How the Tax Research Masterclass would help youResourcesTTPP60: Improving Your Tax Research Skills - Stories and Tips of 3 Tax ProfessionalsCroner-I's Online Tax Research Platform: Free TrialSubscribehttps://www.thetaxprofessionalspodcast.com/subscribe/

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• TTPP121: Being a Tax Editor: What It's Like and Advice to Become One with Andrew Rainford

  Send us a textFrom this episode, learn what a Tax Editor does and hear advice on how to become one. Andrew Rainsford – 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: thetaxprofessionalspodcast.com/TTPP121Subscribe: thetaxprofessionalspodcast.com/subscribeTax skills courses: https://www.thetaxprofessionalspodcast.com/masterclasses/Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse TimingsOverview of Andrew’s tax career – from auditor to tax editor(7:45) What does the role of a Tax Editor look like? What do they do?(14:30) Different types of Tax Editor roles - examples (15:30) Story where editing has not gone smoothly(21:30) What Andrew enjoys most about being a Tax Editor(24:45) What Andrew finds challenging about being a Tax Editor(27:30) How Andrew keeps up to date on technical, not being in practice(28:30) How Tax Editing Roles can vary (difference between content editor and commissioning editor)(31:30) What type of businesses can you work for as a Tax Editor?(32:45 ) Andrew's advice if you're interested in becoming a Tax EditorResourcesInfo on training courses for tax professionals/teams, on tax skills and other skills valuable for working in taxGeniA-L Tax Research Tool – Details and DemoMasterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Recommended podcast episodes:TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop YoursTTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-ScottTTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]

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• TTPP120: Using AI in Tax Research: How to Use Effectively, Benefits and Safeguards with Tony Court

  Send us a textAI 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 and helping refine a tax-research AI tool. From his experience, he has learn a few tricks along the way about how to use them better. He shares them in this episode.Show notes: thetaxprofessionalspodcast.com/TTPP120Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseMasterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ TimingsIntro to Tony and his tax career(8:15) How Tony has been involved in the creation of an AI tool for tax research(19:00) The role of AI in tax research and advice for using it well(29:15) Precautions and safeguards for using AI in tax research(41:00) Can you use general AI tools like Chat GPT in tax research?(45:30) Tony’s recommendation on the back of this episodeResourcesInfo on training courses for tax professionals/teams, on tax skills and other skills valuable for working in taxGeniA-L Tax Research Tool – Details and DemoMasterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Recommended podcast episodes:TTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-ScottTTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours

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• TTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-Scott

  Send us a textChloe 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 shares her story which proves that along with her associated career advice.Show notes: thetaxprofessionalspodcast.com/TTPP119Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnOverview of Chloe and her career(6:00) Being first in-house tax apprentice in the North(7:45) Did Chloe know she wanted to work in tax? Did she know the difference between in-house and in-practice?(11:15) What happened when Chloe decided to move from her in-house tax role, when she had only worked in-house but wanted a practice role(14:30) How Chloe quickly progressed from tax apprentice to group tax accountant in 4 years(21:15) Setting out clear expectations for promotion(24:00) The difficulities Chloe had when moving from her in house role at Drax to EY. Her experience and how she solved the problem(29:45) Why Chloe decided to move to an accountancy firm instead of another in-house role(35:00) What she didn't like about her tax roles in accountancy firm(39:00) Trying out a tax advisory role in an accounting firm and what she didn't like about accounting firm roles and why she preferred in house(46:30) KPIs driving bad behaviour(48:00) You might be suited to some tax roles but not others(50:00) Does Chloe regret trying out accountancy firm tax roles?(51:15) Why Chloe decided to change tax specialism(55:00) How did Chloe convince Balfour Beatty to employ her as an in-house Employment Tax Manager when by trade she was a Corporation Tax specialist?(57:15) The Secret to Chloe's Tax Career Success Despite it Being Squiggly and her advice for anyone considering a non conventional/linear tax careerResourcesMasterclasses 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 [email protected] and we can have a chat.Register for a free 1-month trial for Croner-I’s tax guidance/resourcesBook a call with ProTax Recruitment to talk about anything related to your tax career: http://thetaxprofessionalspodcast.com/bookprotax

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• TTPP117: Become a Better Tax Professional With My Lessons From Having a Side Hustle

  Send us a textThis 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/TTPP117Masterclasses for tax professionals: thetaxprofessionalspodcast.com/masterclassesSubscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnA 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 monthsResourcesMasterclasses 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.Register for a free 1-month trial for Croner-I’s tax guidance/resources

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