Tax Research Masterclass (December 2022)

The Tax Research Masterclass is designed to give you, and other tax professionals, the practical skills to undertake (and document) quality tax research – a fundamental career skill.

The following is covered below:

1. Who the masterclass is for
2. Why this course
3. What’s included (and costs)
4. Dates for live sessions
5. Want your employer to pay and attend during work time?
6. Modules (complete list)

1. Who’s the masterclass for?

The masterclass was created primarily for tax professionals early in their career (circa 0-5 years). However, it’s for anyone who wants or needs to improve their tax research skills.

Previous students include:

• Someone who was almost ATT qualified
• A person who had recently become CTA qualified (and had won numerous awards for their CTA exams!)
• An accountant who moved to tax
• An ex-HMRC tax professional, tax investigator, and policy advisor who moved to the private sector
• A Tax Manager with 14 years' tax experience but primarily in compliance

2. Why this course?

• Quickly develop the practical skills to undertake quality tax research and record your findings
• Be comfortable using tax legislation and HMRC guidance
• Become more valuable – to your employer and clients
• Learn to interpret legislation and develop own interpretations to support clients (e.g. with HMRC enquiries)
• In-class exercises to implement the material, plus suggested homework exercises
• One-on-ones with me for bespoke support (depends on package)

3. What’s Included?

Bronze package – £300:

• Two mornings of live webinars (between 3 and 4 hours), delivered over Zoom – dates below
• Ask questions live
• In-class exercises to implement the material, plus suggested homework exercises
• Recordings of the webinars for 2 months after delivery
• PDF of key tax legislation, HMRC guidance, and resources to use in your tax research

Silver package – £400 (limited spaces):

• Everything in the bronze package
• Two one-on-one sessions with me – which could cover coaching, mentoring, or other bespoke support from me in relation to tax research – of 30 mins each

Gold package – £500 (limited spaces):

• Everything in the silver package
• An additional two one-on-one sessions (so 4 in total)

Note – presentation slides are NOT provided.

I can also do exclusive/bespoke classes for employers (including face-to-face), outside of the above. Contact me at jack@thetaxprofessionalspodcast.com to discuss.

4. Dates

The live webinars will be on the mornings of the following dates (starting at 9:00):

• 7 December 2022
• 14 December 2022

5. Want your employer to pay & to attend during work time?

I created this to help:

You can give this to your employer to explain the benefits to them. Or if you prefer, you can use it to create your own business case.

6. Modules (complete list)

1. The Tax Research Process – Bird’s Eye View
2. Note-Taking When Doing Tax Research
3. The Tax Research Process – Establishing the Scope
4. Types of Information Sources and Available Resources
5. The Tax Research Process – Finding Relevant/Applicable Information
6. Tax Legislation Fundamentals
7. Tax Legislation – How to Find Relevant Legislation and Relevant Info Within
8. HMRC Guidance Fundamentals
9. HMRC Guidance – How to Find Relevant Guidance and Information Within
10. Case Law Fundamentals
11. The Tax Research Process – Analysing/Interpreting Information
12. The Tax Research Process – Documenting Your Research