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 jack@thetaxprofessionalspodcast.com 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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TTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]
Send us a textSehjal’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/TTPP118Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnOverview of Sehjal’s career(9:00) Sehjal’s quick progression after her divorce, including the shift in mindset(20:30) Confidence as a woman working in tax (23:30) How Sehjal went from tax consultant to tax directly in three years – what’s her secret?(26:30) Sehjal’s strengths which she’s taken advantage of in her career(29:30) How Sehjal created a team culture where people don’t leave(39:15) Difficulties in Sehjal’s career (overlooked for promotions, bullying, depression, etc)(45:00) Promotions and “fitting in the box” for it(48:15) Career advice Sehjal would give to her younger self, knowing what she knows now(50:30) Sehjal’s number 1 tip if you want success in your tax careerResourcesMasterclasses for tax professionals:Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidanceTax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I’s tax guidance/resources
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TTPP116: Growing and Scaling a Tax Team: Advice, Stories and Tips with David Francis, Partner at Grant Thornton
Send us a textThis 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/TTPP116Masterclasses 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 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 furtherResourcesMasterclasses 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.comRegister for a free 1-month trial for Croner-I’s tax guidance/resourcesBook a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/Bookprotax
This podcast helps tax professionals, typically by helping you become a better tax professional, helping you pass the ATT and CTA exams, or helping you decide what you want to do with your tax career.Episodes are released bi-weekly, released on Mondays, and include a mix of solo and guest episodes.Jack Bonehill, CTA, hosts the podcast. He's an employment tax specialist, working in the area since 2015, and won Tolley's Taxation's Rising Star award in 2023. Website: https://www.thetaxprofessionalspodcast.com/ Subscribe: https://www.thetaxprofessionalspodcast.com/subscribe/ Tax Skills Masterclasses: https://www.thetaxprofessionalspodcast.com/masterclasses/ Sub Series: Tax Career Success Secrets, sharing the secrets behind tax-career success, and Tax Role Insights, giving you an insider's view into the different available tax roles.
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