We all know about the ‘obvious routes’ for our careers – working in an accountancy firm and in-house, working our way up.
But what about the quirky and different roles out there? Like what’s being covered in this episode – being a CIOT (or CTA) examiner, thanks to Sam Hart who previously did the inheritance tax paper.
Sam shares her experiences of being an examiner with us, including what it’s like, what she had to do, time commitments, and how the pay works.
Maybe you fancy it after listening to this episode?
And lucky for you, if you do, Sam shares her advice to help you get an examiner position.
Sam’s actually experienced lots of different roles – from tax lecturing (at a university), tax writing, tax training – to make working fit around her life. And now, she’s a Partner and the Head of Private Client at Claritas Tax, and still examiners – just not for the CIOT anymore.
Listen to the episode by clicking the play button at the top of this page, or by searching for “The Tax Professionals Podcast” in your podcast player of choice.
Guest – Sam Hart (Head of Private Client and Partner at Claritas Tax)
LinkedIn: https://www.linkedin.com/in/samhart1/
Email: sam.hart@claritastax.co.uk
Website: https://claritastax.co.uk/our-people/
Rough Timings
- About Sam and her career
- (11:15) Starting to talk about the CIOT examiner role, and how examiners are ‘engaged’
- (13:45) The exam writing process
- (18:45) Why Sam decided to become a CIOT/CTA examiner
- 21:30 Is there a better way to assess tax students instead of exams?
- (25:45) Marking exams, managing time here, how pay works for marking, and whether you need to know the full syllabus to be an examiner (how wide does your technical knowledge need to be)
- (29:00) Sam’s advice if you want to become a CIOT examiner and what Sam liked about being an examiner
- (35:00) How your technical tax competence, knowledge and skill is assessed
Resources
Become an exceptional tax advisor
A key skill for any tax advisor is to be able to provide high-quality tax advice – the type of advice that clients are happy to pay for and that helps them as much as possible.
And doing the CTA qualification helps with learning how to do this.
You’ll be decent after doing CTA, but you’ll still have a lot to learn.
The better you are at providing advice, the more likely you are to get repeat business from clients, the more likely you are to get referrals, and the easier you’ll make your manager’s life when it comes to reviewing your work. The list goes on.
And this is where the Tax Advice Masterclass comes in. It’s designed to teach you how to provide the best tax advice possible.
You can get full details by heading on over to thetaxprofessionalspodcast.com/masterclasses
The next one is in February 2024.