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The Tax Professionals Podcast
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.
The Tax Professionals Podcast
TTPP106: My Worst Client Experience and 5 Takeaways to Improve Your Tax Advice
Learn 5 takeaways to provide better tax advice from my worst client experience to date. Hear the story and the lessons.
Tax Advice Masterclass: https://www.thetaxprofessionalspodcast.com/masterclasses/
Show notes: thetaxprofessionalspodcast.com/TTPP106
Subscribe: thetaxprofessionalspodcast.com/subscribe
Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse
Rough timings
- Episode intro
- (5:15) Story about a bad experience relating to a bad tax-advisory client that I had back in 2018, which was the richest learning experience for me re improving my advisory skills
- (10:00) Five lessons/takeaways from the experience to help you become better at providing tax advice:
- (11:00) Lesson 1: Being technically correct doesn’t make the advice good – it’s just an essential part
- (12:00) Lesson 2: Your advice should be workable and what is meant by this
- (13:00) Lesson 3: Your advice should be definitive
- (14:00) Lesson 4: You should talk in the client’s language and bespoke your advice in all respects
- (15:15) Lesson 5: Longer advice does not equal more valuable advice
Resources
Other episodes to help get better at providing tax advice: