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Applications are now open for the 2019 Tax Adviser of the Year Awards

The Tax Adviser of the Year Awards recognise excellence in the tax profession. The winners are amongst the best and brightest tax practitioners in Australia.

 

The awards cover four categories of Tax Practitioner:

Emerging Tax Star

This category recognises inspirational, emerging tax professionals with a commitment and passion for building a successful career in tax. This award category is open to members and non-members that have less than 5 years tax experience. They demonstrate outstanding tax community involvement, initiative in growing the tax profession and exhibit ethics and professionalism.

The 2019 Emerging Tax Star will also receive the Gordon Cooper Memorial Scholarship which covers the cost for the Institute’s Graduate Diploma of Applied Tax Law. More information below.

Nominate an Emerging Tax Star Apply Now

 

SME Tax Adviser of the Year

This category recognises inspirational and successful tax professionals that advise in the SME space, exhibiting excellence and innovation in tax communities. These members have more than 5 years of tax experience. Finalists demonstrate a technical tax expertise, tax community involvement and exhibit ethics and professionalism.

Nominate a SME Tax Adviser Apply Now

 

Corporate Tax Adviser of the Year

This category recognises inspirational and successful tax professionals that advise in the corporate space, exhibiting excellence and innovation in tax communities. These members have more than 5 years tax experience. They demonstrate outstanding involvement in the tax community, show continuing knowledge development and exhibit ethics and professionalism.

Nominate a Corporate Tax Adviser Apply Now

 

Chartered Tax Adviser of the Year

This category recognises inspirational and successful tax professionals that demonstrate outstanding entrepreneurial spirit, strategic business direction and innovative ideas. All applicants were CTA members of the Institute with more than 15 years tax experience. All finalists hold a leadership position in the tax profession, have outstanding involvement in the tax community and exhibit ethics.

Nominate a Chartered Tax Adviser Apply Now

 

 

About the Tax Adviser of the Year 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.

About the Graduate Diploma program and scholarship

The Graduate Diploma of Applied Tax Law has been designed to meet the changing needs of the tax professional. The program combines advanced tax technical knowledge with practical skills. It will enable graduates to establish a competitive edge in their careers and prepare for the changing demands of tomorrow.

The program is:

  • Highly valued by employers – Our Tax Education Program is valued by employers due to its immediate application in the workforce.
  • Sought after by candidates – We provide a competitive edge and prepare candidates for their career.
  • Recognised – We are recognised by regulators, higher education providers and accounting associations.

Find out more

The scholarship:

If the winner has already completed the Graduate Diploma of Applied Tax Law they will receive registration to the 2020 National Convention including flights and accommodation.

Key dates

25 July 2018 Applications open
2 November 2018 Applications close
February 2019 Finalists announced
14 March 2019 Winners announced at the Gala Dinner of the 2019 National Convention

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

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 Institute’s 2019 National Convention in Hobart on 13-15 of March. At the Gala Dinner, 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.

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.

The 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.