Tax Adviser of the Year Awards

Australia’s most prestigious tax awards. 21 October 2021

 

Meet the winners

Chartered Tax Adviser of the Year

Aldrin De Zilva, CTA, White & Case LLP

Emerging Tax Star

Helena Papapostolou, Greenwoods & Herbert Smith Freehills

Tax Adviser RESPECT Awards – SME

Alison Stevenson CTA, Matrix Norwest

Tax Adviser RESPECT Awards – Corporate: Academia

Annette Morgan, CTA, Curtin Tax Clinic - Clinic Director

The Tax Adviser RESPECT Award – Corporate: Professional Adviser

Brady Dever, ATI, PwC

Chartered Tax Adviser of the Year
  • Aldrin De Zilva, CTA, White & Case LLP
  • Manuel Makas, CTA Greenwoods & Herbert Smith Freehills
  • James Massie-Taylor, CTA, BDO
Emerging Tax Star
  • Amy Liu, CTA, HWL Ebsworth
  • Daniel Marateo, Cowell Clarke Pty Ltd
  • Helena Papapostolou, Greenwoods & Herbert Smith Freehills
Tax Adviser RESPECT Awards – SME
  • Terrence Brauer CTA, Marsh & Partners QLD Pty Ltd
  • Benjamin Johnston, CTA, Johnston Advisory
  • Teddy Kosasih, CTA, Pitt Martin
  • Marg Marshall, CTA WLF Accounting & Advisory
  • Jeni Wilcock, CTA, Sullivan Dewing Chartered Accountants & Business Builders
  • Alison Stevenson CTA, Matrix Norwest
  • Philip Shepherd, CTA KPMG
  • Linda Tapiolas, CTA Cooper Grace Ward Lawyers
Tax Adviser RESPECT Awards – Corporate
  • Brady Dever, ATI, PwC
  • Len Hertzman, CTA, ATO
  • Annette Morgan, CTA, Curtin Tax Clinic - Clinic Director
  • Stephen Southon, ATI, National Australia Bank Limited

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

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

Emerging Tax Star

This category recognises emerging tax leaders with a commitment and passion for building a successful career in tax. This award category is open to members less than 5 years tax experience. They are engaged with the tax community, demonstrate initiative and drive in developing their career and importantly, they exhibit strong ethics and professionalism.

Chartered Tax Adviser of the Year

This category recognises inspiring tax leaders that consistently demonstrate outstanding technical expertise as well as vision, direction and innovation. All applicants are CTA members of the Institute with more than 15 years tax experience. All nominations hold a senior leadership position, have made a significant contribution to the tax profession and exhibit exemplary ethics and professionalism.

2021 RESPECT Awards

Since the onset of the COVID-19 pandemic in early 2020, the tax profession has been a critical lifeline to business communities across Australia.

During this unique period, Institute members have not only accepted the challenges they have been presented, but have also demonstrated unrivalled commitment, resilience and innovation to tackle these challenges head on, finding solutions at every turn.

We welcome nominations from and on behalf of members for the Tax Adviser RESPECT Awards for those who have taken a ‘more than monumental’ step in their roles to contribute to their community during this unprecedented economic crisis.

RESPECT Awards Categories

RESPECT SME

  • 1 – 4 Partners
  • 5 – 15 Partners
  • 15+ Partners

RESPECT Corporate

  • In-house Corporate, Regulators and Academia
  • Professional Adviser

Finalist or winner, you are 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, finalists receive flights, accommodation and delegate registration to attend The Tax Summit 2021 in Melbourne on 20-22 October 2021. 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.

Thank you to our 2020 Tax Adviser of the Year Awards judging panel:

  • 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

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

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

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 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 EMERGING STAR TAX AWARD is given to a developing tax professional who has demonstrated commitment and passion in building their tax career.

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. 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

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 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.

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.