With over 22 years of experience in Tax and a current Tax Partner, Alex talks about how growing up in a family of self-employed entrepreneurial people has helped her enjoy working as a private client tax advisor but also how it has helped her be an effective advisor to clients.

Other topics discussed include how some difficult life changes for Alex have impacted her career, making her a better leader and professional to colleagues and clients.

This podcast is for anyone looking to improve their advisory skills to clients in any discipline but also for those looking for inspiration on how to respond to difficult changes in life.

Outline of timings:

00:00-01:09: TPS Intro

01:55-05:42: Introduction to Alex and her career in private client tax. Differences and similarities between professional services firms.

05:43-07:52: The enjoyment of working as an advisor to clients and the importance of relationships.

07:53-12:03: From Farmer’s daughter to strategic tax advisor.

12:04-15:03: Juggling life and work. Parenthood and being productive with our time.

15:04-17:27: Working in Private Client Tax when the economy is struggling.

17:28-: Being resilient in life and at work. How big changes in life impacted Alex and how she responded to them personally and as a professional.

21:00-25:30: Being authentic at work, to your clients and other tips on being an effective tax advisor.

25:31-28:18: Why it’s never been easier to win new business.

28:19-33:12: Income tax increases in Scotland in April 2024, and the challenge for talent.

33:13-35:22: AI/Tech in professional services but why relationships between people will never die.

35:23-38:11: Personal and professional goals for the next 12 months.

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