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The Tax Professionals PodcastAuthor: Jack Bonehill
This podcast helps tax professionals, typically by helping you become a better tax professional, helping you pass the ATT and CTA exams, or helping you decide what you want to do with your tax career.Episodes are released bi-weekly, released on Mondays, and include a mix of solo and guest episodes.Jack Bonehill, CTA, hosts the podcast. He's an employment tax specialist, working in the area since 2015, and won Tolley's Taxation's Rising Star award in 2023. Website: https://www.thetaxprofessionalspodcast.com/ Subscribe: https://www.thetaxprofessionalspodcast.com/subscribe/ Tax Skills Masterclasses: https://www.thetaxprofessionalspodcast.com/masterclasses/ Sub Series: Tax Career Success Secrets, sharing the secrets behind tax-career success, and Tax Role Insights, giving you an insider's view into the different available tax roles. Language: en-gb Genres: Business, Careers, Education, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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TTPP127: Free Tax Advice Issue in Accountancy Firms: Getting a Fee or Other Recognition with Head of Tax David Maslen
Sunday, 11 January, 2026
Send us a textIn accountancy firms, tax teams can easily give away advice for free, often with no recognition, to clients of the wider firm. This can cause friction and can be difficult to manage. In this episode, host Jack Bonehill is joined by David Maslen, Head of Tax at Old Mill, to discuss why this happens and to share practical insights to help you obtain a fee or other recognition for your tax team’s valuable work. LinksEpisode show notesThe Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. Includes past recordings.Timings[00:01:45]Intro to David[00:05:04] Introducing the topic for the episode (how to charge firm's clients for tax advice/do for free expectation)[00:07:07] What David thinks cause/underpins the "billing for tax work issues" in accountancy firms[00:09:47] Wanting to help and not wanting to talk about fees[00:13:21] Potential solution: clarify what is and isn't covered by annual fees or fees for non tax work[00:14:53] The impact of "who holds the client relationship"[00:16:24] Non-tax specialists quoting for the tax work[00:17:06] Pushback on fees is more from colleagues than the client[00:19:35] How Jack tries to solve the problem[00:22:36] Relationships with your colleagues and how that helps[00:27:01] Colleagues trusting you and feeling reassured[00:31:23] Jack's summary of David's way of dealing with the issue and Jack's own tip[00:31:45] How a tax team framework could help[00:34:00] The value of a tax team to a firm outside of billing/fees[00:38:01] How David ensures recognition where tax can't bill for the work[00:43:11] David's final advice on the challenge
