The Tax Professionals Podcast

Jack Bonehill
  • 5,0 (1)
  • CARREIRAS
  • QUINZENAL

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.

  1. 27 DE OUT.

    TTPP125: How to Turn Tax Jargon into Plain English Advice that Clients Love

    Send us 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 understand and will love you for. Episode show notes The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live.   The Tax Advice Masterclass: teaching you a repeatable method to write high-quality tax advice with confidence and less self-doubt. Timings  00:14 – Intro: turning complex tax language into plain English that clients love.  01:11 – Client scenario: husband-and-wife partnership selling business units.  03:15 – Simplifying “income tax implications.”  06:13 – Simplifying “capital disposal” and removing jargon.  10:18 – Explaining rollover relief in plain English.  13:17 – Breaking down business asset disposal relief (BADR) simply.  15:45 – Using examples and numbers to make advice tangible.   Similar episodes: TTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients’ Eyes TTPP83: Improve Your Tax Advice Skills – Stories and Tips of 2 Tax Professionals

    17min

  2. 12 DE OUT.

    TTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients' Eyes

    Send us 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 perspective. If you want to deliver better advice that clients truly value — this episode is for you. Show notes: thetaxprofessionalspodcast.com/TTPP124 The Tax Lab (real scenarios, tackled live:  https://www.thetaxprofessionalspodcast.com/thetaxlab/ Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Timings [00:00:25] Story: reviewing a colleague’s draft of tax advice and simplifying it with two simple questions[00:02:13] Example: how we tend to overcomplicate advice with unnecessary detail[00:03:34] Why cutting complexity throughout a report makes advice stronger overall[00:04:38] How to make your advice more client-friendly[00:06:22] A two-step method — draft first, refine later using the two key questions[00:07:41] Exercise: how to apply the two questions in your next piece of advice[00:09:29] Upcoming sessions and future topics in The Tax LabThe Tax Lab Sharpen your skills as a tax advisor by seeing exactly how I think and approach real scenarios that we encounter as tax professionals, with The Tax Lab. The Tax Lab gives you a glimpse inside my mind — my thoughts and my approach — as I tackle real scenarios live, so you can refine your own way of working. Sessions of The Tax Lab are free to attend. Sign up so I can invite you to all future sessions. Sign up here

    10min

  3. 5 DE OUT.

    TTPP123: Scaling Claritas Tax From 0 to 100 People: The Story by Founder Iain Wright

    Send us 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 competing without a big brand, and the trust it takes to let go of work in order to grow.  Show notes: thetaxprofessionalspodcast.com/TTPP123 The Tax Lab (real scenarios, tackled live:  https://www.thetaxprofessionalspodcast.com/thetaxlab/ Timings (1:00) Intro to Iain, Claritas Tax, and time-based billing story(8:00) Iain's options immediately before starting Claritas Tax, back in 2012, and his thought process(11:00) The business plan Iain drew up prior to starting Claritas - the plan and vision(13:40) The first hire - was it senior or junior?(18:02) How did Iain scale the business to 100 employees?(22:52) What challenges did the business run into as it started to get bigger (past 11 or so staff)(26:29) How Claritas solved the "lack of brand" awareness problem/challenge(29:24) The differences between running a small firm and a larger one(32:33) What's Iain's role like now?(36:03) The importance of trust(38:57) Stand out lessons to Iain from his journey - what he wished he knew when he started(41:01) What's been the hardest part of the journey for Iain?The Tax Lab Sharpen your skills as a tax advisor by seeing exactly how I think and approach real scenarios that we encounter as tax professionals, with The Tax Lab. The Tax Lab gives you a glimpse inside my mind — my thoughts and my approach — as I tackle real scenarios live, so you can refine your own way of working. Sessions of The Tax Lab are free to attend. Sign up so I can invite you to all future sessions. Sign up here

    47min

  4. 7 DE SET.

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

    Send us 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] 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 you Resources TTPP60: Improving Your Tax Research Skills - Stories and Tips of 3 Tax Professionals Croner-I's Online Tax Research Platform: Free Trial Subscribe https://www.thetaxprofessionalspodcast.com/subscribe/

    16min

  5. 31 DE AGO.

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

    Send us 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: thetaxprofessionalspodcast.com/TTPP121 Subscribe: thetaxprofessionalspodcast.com/subscribe Tax skills courses: https://www.thetaxprofessionalspodcast.com/masterclasses/ Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse   Timings Overview 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 EditorResources Info on training courses for tax professionals/teams, on tax skills and other skills valuable for working in tax GeniA-L Tax Research Tool – Details and Demo Masterclasses 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]

    42min

  6. 25 DE MAI.

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

    Send us 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 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/TTPP120 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/  Timings Intro 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 episodeResources Info on training courses for tax professionals/teams, on tax skills and other skills valuable for working in tax GeniA-L Tax Research Tool – Details and Demo Masterclasses 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

    54min

  7. 11 DE MAI.

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

    Send us 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 shares her story which proves that along with her associated career advice. Show notes: thetaxprofessionalspodcast.com/TTPP119 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn Overview 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 careerResources Masterclasses 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/resources Book a call with ProTax Recruitment to talk about anything related to your tax career: http://thetaxprofessionalspodcast.com/bookprotax

    1h3min

  8. 27 DE ABR.

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

    Send us 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 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/TTPP117 Masterclasses for tax professionals: thetaxprofessionalspodcast.com/masterclasses Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn A 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 monthsResources Masterclasses 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

    44min
Ver tudo (135)

Sobre

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.

Informações

  • Criado por
    Jack Bonehill
  • Anos de atividade
    2020 - 2025
  • Episódios
    135
  • Classificação
    Livre
  • Copyright
    © 2025 The Tax Professionals Podcast
  • Site do podcast
    The Tax Professionals Podcast

Você também pode gostar de