TTPP116: Growing and Scaling a Tax Team: Advice, Stories and Tips with David Francis, Partner at Grant Thornton

Many accounting firms want to grow their tax teams, increasing revenue, profits, and headcount.

But where do you even start with such a task?

As tax professionals, this is not a natural part of our skillset, and it’s challenging to do!

David Francis, our guest for this episode, is responsible for the tax disputes resolution team at Grant Thornton. He’s been responsible for the team’s growth for some time.

In this episode, you’ll hear David’s experiences, stories, tips and advice to help you grow or scale a tax team.

Click the play button above to listen or click on of the below links to go to the podcast player:

Guest – David Francis

LinkedIn: https://www.linkedin.com/in/david-francis-gt/

Website: https://www.grantthornton.co.uk/people/david-francis/

Me – Jack Bonehill

LinkedIn: https://www.linkedin.com/in/jackbonehill94/

Email: jack@thetaxprofessionalspodcast.com

Timings

  • A bit about Dave and his tax career
  • (11:00) When Dave started getting involved in growing a tax team
  • (20:30) The GT tax dispute resolution team when Dave stated there and the business plan to grow
  • (25:15) Was team culture covered in the business plan?
  • (30:00) The culture Dave wants in his growing tax team
  • (35:15) The Service Line Agreement that Dave’s team had created – what is it?
  • (45:00) Wrapping thoughts up: David’s advice to scale a tax team
  • (48:30) The work-winning side of scaling a tax team. How to ensure you have enough
  • (54:00) Dave’s leadership philosophy
  • (1:00:00) Dave’s plan to grow the team further

Resources

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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

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