TTPP107: Most Desired Skills and Attributes re Tax Professionals by Accounting Firms with Maisie and Sam from ProTax

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://www.thetaxprofessionalspodcast.com/masterclasses/

Show notes for this episode: thetaxprofessionalspodcast.com/TTPP107

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Take control of your career progression (free course): https://documents.thetaxprofessionalspodcast.com/freecourse

You’ll Learn

• Intro from Maisie and Sam
• (5:30) Skills most universally valued by accountancy firm employers
• (16:30) Advice for developing relationship-building skills as a tax professional – an important skills in today’s world
• (19:30) Summary of the most valued skills and attributes across all tax professionals
• (20:00) Compliance v advisory – the differences in valued skills and attributes, along with some advice for moving from a compliance role to an advisory-heavy or full advisory role
• (27:30) Specialism differences – how this impacts the valued skills and attributes
• (29:45) How grades/seniority impact the valued skills and attributes
• (30:30) Do accountancy firm employers value someone who excels in one or two areas, but lacks in others? 
• (41:15) Director and partner level – most valued skills and attributes here
• (45:30) Less important skills and attributes

The most universally valued skill

Maisie and Sam both agree on the universally most valued skill by accountancy firm employers.

And guess what?

My Tax Research Masterclass and Tax Advice Masterclass feeds into this perfectly.

So if you want to use your time efficiently to develop your skills in the most valued areas, then take a look at both of these.

The next masterclass is November this year. 

Chapters

• 0:00 ProTax Ep
• 5:36 Skills and attributes most valued by accounting firms
• 16:44 A bit around how to devop relationship building skills (important for manager and above)
• 19:31 Summary of the most value skills and attributes across all tax advisors
• 20:05 Compliance v advisory - differences in the valued skills and attributes
• 25:02 Advice re shifting from a tax compliance role to a tax advisory role
• 27:37 Specialism differences - how this impacts the valued skills and attributes
• 29:56 How grades/seniority impact the valued skills and attributes
• 34:39 Do accountancy firms value tax advisors that excel in one or two areas but maybe less than average in others?
• 41:34 Director/partner - most valued skills and attributes here
• 45:47 Less important skills and attributes