TTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick Rothenberg

Ele recently completed her first year of being a tax partner. Hear what her first year looked like, which will help you decide whether being a tax partner is for you AND will teach you a masterclass in how you can be successful as a tax partner. 

Show notes: thetaxprofessionalspodcast.com/TTPP109

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Rough timings

• Intro from Ele
• (4:45) How Ele’s first year of being a tax partner, at 29 years old, went
• (10:00) What the team looked like with Ele started, what the plan was, and what it looks like now
• (14:00) What were all the different areas/sections/categories of Ele's year 1 business plan
• (16:30) The time Ele spent in making sure the team was operationally effective & what she did
• (20:00) How the reality is different to the plan and the most significant parts of Ele’s plan
• (23:30) What Ele means when she talks about the processes that she's implemented and what she's done (VERY impressive)
• (32:30) Ele's work winning plan for her first year, how she did it (from a lead to converting), and how it went
• (40:45) Selling the value of your tax services/work - to help convert clients and win fees
• (45:45) Ele's external business development (BD) to win tax work from businesss that aren't already clients of the firm
• (47:15) How Ele's ensures she gets high value from networking events, from a BD standpoint
• (50:30) What Ele found difficult or challenging in her first year as partner at a new firm to her
• (56:00) What does the future look like for Ele? What's next?

Resources

Previous podcast ep with Ele: TTPP88: Her Spectacular Route to Tax Partner at 29 with Ele Theochari [Tax Career Success Secrets Ep 12]

Masterclasses for tax professionals:

                Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance

                Tax Advice Masterclass – how to provide high-quality tax advice that clients value

Register for free 1-month trial for Croner-I’s tax guidance/resources

Chapters

• 0:00 audioJackBonehill32833264964
• 4:51 How Ele's first year of being a young tax partner has gone
• 10:02 What the team looked like when Ele started, what the plan was, and what it looks like now
• 14:10 What were all the different areas/sections/categories of Ele's year 1 business plan
• 16:33 The time Ele spent in making sure the team was operationally effective & what she did
• 20:07 How the reality is different to the plan
• 22:43 The most significant parts of Ele's plan
• 23:38 What Ele means when she talks about the processes that she's implemented and what she's done (VERY impressive)
• 32:41 Ele's work winning plan for her first year, how she did it (from a lead to converting), and how it went
• 40:53 Selling the value of your tax services/work - to help convert clients and win fees
• 45:49 Ele's external business development (BD) to win tax work from businesss that aren't already clients of the firm
• 47:27 How Ele's ensures she gets high value from networking events, from a BD standpoint
• 50:45 What Ele found difficult or challenging in her first year as partner at a new firm to her
• 56:17 What does the future look like for Ele? What's next?