Career and Achievements: Kathleen has practised in tax for over 16 years, with experience spanning Big 4 accounting firms, the ATO, and both small and mid-tier legal practices. This breadth has given her practical understanding of tax issues from multiple perspectives, including advisory, compliance, administration, policy and dispute resolution.
Kathleen joied The Tax Institute in 2011 as a very junior practitioner and has been a Chartered Tax Adviser since the designation was first introduced. Kathleen also holds a Master of Laws (Taxation Law) from the University of Melbourne and has served for many years on the Law Institute of Victoria’s Taxation and Revenue Committee. Throughout her career, Kathleen has maintained a strong commitment to technical excellence, professional development and contribution to the broader tax and legal professions.
Contributions to The Tax Institute Community:
Kathlee has been an active participant in The Tax Institute community since joining in 2011, beginning with the Younger Tax Practitioner series. Over time, she regularly attends Local Tax Club events (including during its earlier iteration as the Breakfast Club), as well as major conferences, retreats, and conventions such as the Noosa Convention, Private Business Tax Retreat, Tax Summit, and the Vic Tax Forum.
In addition to attending events, Kathleen actively contributes through volunteering. She currently serves on the Local Tax Club Organising Committee for Melbourne and Geelong and is a member of the Membership Engagement Working Group. Through these roles, Kathleen has been involved in event planning, practitioner engagement, and initiatives aimed at strengthening member connection and participation.
Why They Want to Be on State Council: Kathleen would like to be on State Council because she is committed to the ongoing strength, relevance and inclusiveness of The Tax Institute. Having been a member for nearly 15 years, Kathleen has seen first-hand the value that The Tax Institute provides at every stage of a tax professional’s career, from early development through to senior practice and leadership.
What distinguishes her candidacy is the combination of long-standing involvement with The Tax Institute, breadth of professional experience across Big 4 accounting, government and legal practice, and ability to contribute perspectives that are not always well represented in governance and leadership settings.
Specifically, Kathleen brings the perspective of a neurodivergent practitioner. This has shaped how she engages with complex technical material, professional environments and organisational structures. It has also made her particularly attuned to how professional bodies can unintentionally privilege certain ways of thinking, communicating and participating over others.
Kathleen is not seeking to advance a separate agenda, but rather to contribute to thoughtful, practical discussions about how The Tax Institute can remain accessible and inclusive to a diverse membership. This includes considering how events, professional development, committee structures and engagement opportunities are designed so that they support different working styles, communication preferences, and career paths.
Kathleen believe this perspective complements the experience already represented on State Council and allows her to contribute a lens that supports better engagement, retention, and participation across the membership, ultimately strengthening the Victorian section of The Tax Institute, and perhaps The Tax Institute as a whole..