TTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick Rothenberg
Description
Ele recently completed her first year of being a tax partner. Hear what her first year looked like, which will help you decide whether being a tax partner is for you AND will teach you a masterclass in how you can be successful as a tax partner.
Show notes: thetaxprofessionalspodcast.com/TTPP109
Masterclasses for tax professionals:
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Rough 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 with 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 businesss that aren't already clients of the firm
- (47:15 ) How Ele's 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 partner at a new firm to her
- (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
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