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Tax Awards

The 2020 Awards

The Tax Institute’s Tax Adviser of the Year Awards honour the best and brightest in the Australian tax profession, across all levels of experience.

They are judged by an independent expert panel that comprises leading members of the tax profession.

If you, or someone you know, can demonstrate both technical excellence and outstanding client service, the Tax Adviser of the Year Awards provide an opportunity for national recognition.

2020 Awards

 
 

Judges

The judges for the 2020 awards were:

Michael Barbour, CTA, Westpac

Catherine Dean, CTA, KPMG

Robyn Jacobson, CTA, TaxBanter

Katherine Patel, FTI, HLB Mann Judd

Nicole Peterson, CTA, PKF Adelaide

Grantley Stevens, CTA, Nexia Edwards Marshall

Ellen Thomas, ATI, PwC

Julie Van der Velde, CTA, VdV Legal

Peter Vilaysack, CTA, EY

Kenneth Wee, CTA, Deloitte

Terms and conditions

Nominations

Nominations for the Tax Adviser of the Year Awards are accepted from individuals only. However, you can nominate a peer through our simple online nomination process.

You can be nominated for only one award category per year.

If you are a previous finalist, you are eligible to nominate again in the same category or another. If you are a previous award winner, however, you are not eligible to nominate again in the same category.

Judging

Nominations are reviewed by an independent judging panel that comprises leading members of the tax profession.

The judging uses a score-based process and finalists are advised by telephone or email.

Judges are required to sign a confidentiality agreement and ‘conflict of interest’ disclosure statement.

Confidentiality

The Tax Institute considers information provided in nominations as commercial-in-confidence.

This information is accessed only by organising staff and the judging panel. It is not published, or used for media or marketing, without the nominated party’s express permission and clearance.

Nominated parties are also expected to ensure their clients’ privacy in any examples they provide.

Recognition

If you’re a finalist or winner, you will be recognised for your achievements in the tax profession.

This recognition includes the use of a special logo for your website and stationery, and promotion through The Tax Institute’s marketing and social media.

In addition, if you are a finalist, you will receive flights, accommodation and delegate registration to attend The Tax Summit 2020 in Sydney on 11-13 of March. At the Summit, you will be presented with a framed certificate.

The winner in each category receives a prestigious trophy and is acknowledged as an outstanding tax leader through a range of mainstream media, social media and marketing channels.

Categories & Criteria

The four award categories recognise excellence and achievement at different experience levels.

THE EMERGING STAR TAX AWARD is given to a developing tax professional who has demonstrated commitment and passion in building their tax career. Nominations are invited from members and non-members of The Tax Institute who can show:

  • completion of the CTA1 Foundations course or equivalent
  • less than 5 years’ experience in tax
  • technical tax expertise
  • tax community involvement
  • initiative in growing the tax profession
  • outstanding ethics and professionalism

THE SME TAX ADVISER OF THE YEAR AWARD is given to a tax adviser in the small to medium sized enterprise (SME) environment. Nominees will demonstrate:

  • membership of The Tax Institute
  • more than 5 years’ tax experience
  • technical tax expertise
  • continuing knowledge development
  • outstanding ethics and professionalism

THE CORPORATE TAX ADVISER OF THE YEAR AWARD is given to a tax professional in the corporate environment. Nominees will demonstrate:

  • membership of The Tax Institute
  • more than 5 years’ tax experience
  • technical tax expertise
  • continuing knowledge development
  • tax community involvement
  • outstanding ethics and professionalism

THE CHARTERED TAX ADVISER OF THE YEAR AWARD is given to a tax professional who has shown entrepreneurial spirit, strategic business expertise and innovative ideas. Nominees will demonstrate:

  • membership of The Tax Institute
  • more than 15 years’ tax experience
  • leadership in the tax profession
  • tax community involvement
  • outstanding ethics and professionalism

Key dates

1 August 2019 Applications and Nominations open
1 October 2019 Applications and Nominations close
28 January 2020 Finalists announced
12 March 2020 Winners announced

2019 Awards

2019 Tax Adviser of the Year Awards Winners

Chartered Tax Adviser

This award recognises inspirational and successful tax professionals who hold leadership roles and have demonstrated entrepreneurial spirit and innovative ideas. All applicants must be a Chartered Tax Adviser (CTA) with more than 15 years’ tax experience, have outstanding involvement in the tax community and high ethical standards.

Stephen Carpenter

Paul Sokolowski, CTA

Paul is a partner and the taxation practice leader at Arnold Bloch Leibler. Paul advises clients, including high-net-worth individuals, large private groups and public entities in tax reviews, audits and disputes, and for domestic and international transactions. Paul has extensive experience in engaging with the ATO and other agencies on significant, sensitive and complex matters. Prior to joining Arnold Bloch Leibler, Paul held various positions with the ATO, finishing as a senior officer in what is now Public Groups and International. Paul is a regular speaker and writer for the Tax Institute, and other organisations and publications. He actively contributes to tax policy, legislative, technical and administrative development and debate.

Corporate Tax Adviser

This award is open to members of The Tax Institute who have advised corporate clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Josh Cardwell

Josh Cardwell, CTA

Josh joined PwC in 2013 as the Head of Real Estate Tax. Prior to joining PwC, Josh was a Director and Head of M&A at Greenwoods & Freehills and was previously a Partner at Deloitte. Josh has over 23 years taxation experience with a focus on the real estate funds sector and has been involved in many iconic transactions across industries. His current practice is primarily focussed on inbound, outbound and domestic real estate clients, including providing advice related to fund establishments, distribution matters, stapled structures and other matters specific to listed and unlisted property groups. Josh is a long standing member of the Property Council of Australia's Income Tax Committee, holds a Master of Taxation from the University of Sydney, a Bachelor of Business from the University of Technology Sydney, is a Chartered Accountant, Tax Agent and a Chartered Tax Adviser.

SME Tax Adviser

This award is open to members of The Tax Institute who have advised SME clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Tom Delany

Tom Delany, CTA

Tom is the principal of Tax Partner Pty Ltd, which provides tax training, and tax consultancy services to accounting and legal firms including a wide range of tax advisory services such as high-level tax planning in addition to preparing tax advices, private ruling requests and objections on a variety of tax related topics. Tom holds a Master of Taxation from the University of New South Wales, a Bachelor of Business (with Distinction) from the University of Southern Queensland, is a FCPA, FIPA, Chartered Accountant, Tax Agent and a Chartered Tax Adviser.

Emerging Tax Star

The winner of the 2019 Emerging Tax Star Award will receive a full scholarship into our Graduate Diploma of Applied Tax Law program valued at $9,900. The program provides you the expertise to offer superior professional tax advice, and undertake highly-skilled tax work across a range of contexts.

Open to members and non-members with less than 5 years tax experience, this award recognises inspirational young tax professionals who are already proving themselves as future leaders in the profession.

Amanda Kazacos

Amanda Kazacos

Amanda is a Senior Associate in the taxation team at King & Wood Mallesons where she advises on all aspects of taxation law for large multinational corporations including on corporate acquisitions, divestments, restructures and international tax issues. She was previously an associate at the Federal Court of Australia to Justice Edmonds, has completed her Masters of International Taxation Law at New York University as the Gerard L Wallace Scholar and is currently a member of the Tax Institute NSW Membership Committee.

2018 awards

2018 Tax Adviser of the Year Awards Winners

Chartered Tax Adviser

Recognises inspirational and successful tax professionals who hold leadership roles and have demonstrated entrepreneurial spirit and innovative ideas. All applicants must be a Chartered Tax Adviser with more than 15 years’ tax experience and have outstanding involvement in the tax community and a high ethical standard.

Stephen Carpenter

Stephen Carpenter, CTA, KPMG

Stephen is a senior partner in KPMG’s National Deals Tax practice, specialising in mergers, acquisitions and capital markets transactions. Stephen has advised on many of the largest corporate actions in the Australian market and is responsible for the management of KPMG’s firmwide and tax relationships with many of Australia’s leading companies and private families. Stephen holds several Board level and Treasurer positions within the Melbourne arts community.

The judges said that Stephen has more than 20 years’ tax experience including heading KPMGs highest performing Australian tax team. He has sat on various tax committees and is involved in mentoring, lecturing, and presenting. He has demonstrated ongoing support of clients in national and international transactions and structuring, and not only shown a contribution back to the profession, but also to the broader community.

Corporate Tax Adviser

This award is open to members of The Tax Institute who have advised corporate clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Clint Harding

Clint Harding, CTA, Arnold Bloch Leibler

Clint is a partner at Arnold Bloch Leibler advising across most taxes. He is the author of numerous tax articles, a regular presenter, and is currently a working member of The Tax Institute’s Large Business and International Committee. Clint is recognised as a leading tax lawyer by a number of independent legal guides, including Chambers Asia Pacific, Legal 500 Asia Pacific and Doyles Guide.

The judges said Clint has enormous tax experience in New Zealand, the UK and Australia and has worked for a diverse range of corporate clients. He has shown continuing knowledge and expertise through his presentations and fortnightly technical sessions and has contributed to the profession through his involvement with The Tax Institute, mentoring and submissions.

SME Tax Adviser

This award is open to members of The Tax Institute who have advised SME clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Anthony Bach

Anthony Bach, CTA, Australian Tax Office

Anthony has been working at the ATO for over seventeen years and is currently a member of the Tax Counsel Network, principally working in its Private Business Structures work focus group.

Our judges said that Anthony has shown tax technical excellence and a continuous commitment to expanding his tax knowledge.

Emerging Tax Star & Gordon Cooper Memorial Scholarship

Open to members and non-members with less than 5 years tax experience, this award recognises inspirational young tax professionals who are already proving themselves as future leaders in the profession.

Last year, our community had a sudden loss with the passing of one of its true leaders, Gordon Cooper. Gordon was, passionate about tax education and the role of guiding and mentoring young tax professionals in the early stages of their careers.

The Tax Institute is privileged to honour Gordon’s name and contribution with the Gordon Cooper Memorial Scholarship. This scholarship will be awarded annually to the Emerging Tax Star and covers the cost for the Institute's Graduate Diploma of Applied Tax Law.

Aimee Riley

Aimee Riley, ATI, EY

Aimee is an Associate in the Law team at EY and is admitted as a Lawyer of the Supreme Court of New South Wales.  She was a finalist in the Taxation category in the 2017 Lawyer’s Weekly 30 under 30 Awards.

The judges commented that Aimee was an outstanding applicant and a very worthy winner of the award, and recipient of the inaugural Gordon Cooper Memorial Scholarship.