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
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
Book a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/Bookprotax
Rate the Podcast
If you like the podcast, please leave a rating and/or review:
On Apple Podcasts (scroll down to “Ratings & Reviews” to leave one): https://podcasts.apple.com/gb/podcast/the-tax-professionals-podcast/id1516068172
On Spotify (click on “About” and then the star): https://open.spotify.com/show/42WPtjFwqp70jdXf3fNsTc
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.