Ele Theochari, our guest for this episode, has recently finished her first year of being a tax partner at only 30 years old!
She shares her story which allows you to see what the first year of being a tax partner can look like, helps you decide whether being a tax partner is for you, and allows you to learn how to make an incredible success of it.
It’s jam packed with helpful information that will help you with your tax career – especially some secrets for how to set a tax team up for success and for winning tax work.
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Guest – Ele Theochari
LinkedIn: https://www.linkedin.com/in/ele-theochari/
Website: https://www.blickrothenberg.com/about-us/partners/ele-theochari/
Me – Jack Bonehill
LinkedIn: https://www.linkedin.com/in/jackbonehill94/
Email: jack@thetaxprofessionalspodcast.com
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 when 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 businesses that aren’t already clients of the firm
- (47:15) How Ele 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 a partner at a new firm
- (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 a free 1-month trial for Croner-I’s tax guidance/resources
Free 1-Month Trial to Croner-I’s Tax Resources
Their resources are where I usually start all my tax research. I’ve used it for over 7 years, and I think it’s great.
There’s detailed guidance, high-level guidance, overview guidance, case law, legislation, and more.
My personal favourite is the “in-depth” guidance.