Application Form
See entry kit for full details on how to submit this application.
Entries close 10 December 2013.
The Tax Institute’s Tax Adviser of the Year Awards application form
Page 1
Details of person entering or being
nominated for the award
Full name:
Job title:
Name of business:
Business address:
Telephone:
(Bus)
Years of
experience:
(Mob)
Tax
qualifications:
Email:
Member: (place x in
Yes, membership number:
No
relevant box)
Application (place x in box)
Completed application form for relevant award (typed up on following pages)
Award nominating for (place x in relevant box)
Emerging Tax Star Award
Tax Adviser of the Year Award
Chartered Tax Adviser of the Year Award
Supporting documentation attached (place x in relevant boxes)
Employer/peer reference/letter of recommendation/external reference
CV
Examples of achievements in response to each criteria included on this form
Transcripts of qualifications
The Tax Institute’s Tax Adviser of the Year Awards application form
Page 2
Nomination (place x in relevant box)
I would like to nominate myself
I would like to nominate one of my peers/colleagues (ensure agreement of nominee)
For peer nominations – details of nominator
Full name:
Job title:
Name of business:
Telephone:
(Bus)
(Mob)
Email:
Relationship to
nominee:
Member: (place x in
relevant box)
Yes, membership number:
No
Submission of entries
Entries must be submitted before the closing date, with all supporting documentation, via:

email: [email protected]; or

mail: Tax Adviser of the Year Awards, The Tax Institute, Level 10, 175 Pitt Street, Sydney, NSW
2000.
Entries close 10 December 2013.
The Tax Institute’s Tax Adviser of the Year Awards application form
Page 3
Category 1 – Application for Emerging Tax
Star Award
1. Open to members and non-members of The Tax Institute.
2. Education – must have at a minimum completed The Tax Institute’s CTA1 Foundations
course or an equivalent (an undergraduate subject in tax), and must provide proof of
qualifications.
3. Must have no more than five years’ relevant tax experience (by close of application),
and must include your CV as proof of relevant tax experience.
4. Must be able to demonstrate high levels of commitment to tax technical excellence
through the provision of advice, work or studies (such as work completed where you
used broad policy, tax principles, your understanding of the industry of your clients etc).
5. Must be able to demonstrate initiative in your approach to the tax profession (such as
supporting graduate recruitment and in-house tax training, attending networking events,
promoting the interests of the firm etc).
6. Must be able to demonstrate active commitment to supporting and developing the
profession and the tax community (such as participating in tax discussion groups,
attending/presenting at Institute or other relevant association events, supporting
colleagues, writing papers in industry journals, representing a professional group etc).
7. Must be able to demonstrate commitment to professionalism and high ethical standards.
----------------------------------------------------------------------------------------------------------------------------1. Current member of The Tax Institute (place x in relevant box)
Yes, membership number:
No
2. Education (attach proof of completion of the course/subject)
Demonstrate completion of The Tax Institute’s CTA1 Foundations course or an equivalent (an
undergraduate subject in tax). Provide the name of the tax course/subject and attach proof of
completion of study, for example, your transcripts.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 1 – Emerging Tax Star (cont)
3. No more than five years’ relevant tax experience (attach CV as proof of relevant tax experience)
Provide a summary of the positions held and the names of companies you have worked in
during the past five years.
Provide a brief history on yourself, such as a summary of your accomplishments, education
and achievements etc, and attach proof, for example, your CV.
Maximum 300 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
Page 5
Category 1 – Emerging Tax Star (cont)
4. Tax technical excellence (attach supporting documentation/confirmation from employer/practitioner)
Demonstrate high levels of commitment to tax technical excellence through the provision of
advice, work or studies, such as work completed where you used broad policy, tax
principles, your understanding of the industry of your clients etc, and attach proof, for
example, a letter from an employer/practitioner.
Maximum 500 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 1 – Emerging Tax Star (cont)
5. Initiatives in tax profession (attach supporting documentation/confirmation from employer/practitioner)
Provide examples of how you have demonstrated initiative in your approach to the tax profession,
such as supporting graduate recruitment and in-house tax training, attending networking events,
promoting the interests of the firm etc, and attach proof, for example, a copy of presentations you
have used.
Maximum 500 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 1 – Emerging Tax Star (cont)
6. Tax community involvement (attach supporting documentation)
Provide examples of active commitment to supporting and developing the profession and the
tax community, such as participating in tax discussion groups, attending/presenting at
Institute or other relevant association events, supporting colleagues, writing papers in
industry journals, representing a professional group etc, and attach proof, for example, a
copy of papers you have written.
Maximum 200 words.
7. Commitment to professionalism
Provide examples of demonstrated commitment to professionalism and high ethical standards.
This may be done through a reflective piece on ethical challenges or dilemmas you have faced
and recommendations you have made, such as how members of the tax profession could
collaborate to support each other in this area, in your practice and/or in your career.
Maximum 200 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 2 – Application for Tax Adviser of
the Year Award
1. Must be a current member of The Tax Institute (any level).
2. Must satisfy one of the following criteria:
a) Education – must have at a minimum completed The Tax Institute’s CTA2
Advanced course or an equivalent (a postgraduate subject in tax or the ICAA’s
Taxation Module) , and must provide proof of qualifications; or
b) Experience – must have a minimum of eight years’ tax experience in the last 10
years, and must provide proof of experience.
3. Must have more than five years’ relevant tax experience (by close of application), and
must include your CV as proof of relevant tax experience.
4. Must be able to demonstrate excellence in tax (such as proactively considering and
resolving stakeholder concerns including, but not limited to, clients, boards of directors,
CFOs, the ATO etc).
5. Must be able to demonstrate active commitment to supporting and developing the
profession and the tax community (such as participating in tax discussion groups,
attending/presenting at Institute or other relevant association events, supporting
colleagues, writing papers in industry journals, representing a professional group etc).
6. Must be able to demonstrate commitment to professionalism and high ethical standards.
--------------------------------------------------------------------------------------------------------------------------1. Current member of The Tax Institute (place x in relevant box)
Yes, membership number:
No
2. Education/experience (attach proof of completion of the course/subject or relevant tax experience)
Demonstrate completion of The Tax Institute’s CTA2 Advanced course or an equivalent (a
postgraduate subject in tax) or proof of a minimum of eight years’ tax experience in the last 10
years. If applicable, provide the name of the tax course/subject, and attach proof of completion
of study or your experience, for example, your transcripts or CV.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 2 – Tax Adviser of the Year (cont)
3. More than five years’ relevant tax experience (attach CV as proof of relevant tax experience)
Provide a summary of the positions held and the names of companies you have worked in
during the past 5 to 10 years.
Provide a brief history on yourself, such as a summary of your accomplishments, education
and achievements etc, and attach proof, for example, your CV.
List any areas of tax specialisation you may have.
Maximum 300 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
Page 10
Category 2 – Tax Adviser of the Year (cont)
4. Excellence in tax (attach supporting documentation/confirmation from employer/practitioner)
Provide examples of demonstrated excellence in tax, such as proactively considering and
resolving stakeholder concerns including, but not limited to, clients, boards of directors,
CFOs, the ATO etc, and attach proof, for example, advice you have provided.
Maximum 500 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 2 – Tax Adviser of the Year (cont)
5. Tax community involvement (attach supporting documentation)
Provide examples of active commitment to supporting and developing the profession and the
tax community, such as participating in tax discussion groups, attending/presenting at
Institute or other relevant association events, supporting colleagues, writing papers in
industry journals, representing a professional group etc, and attach proof, for example, a
copy of papers you have written.
Maximum 200 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 2 – Tax Adviser of the Year (cont)
6. Commitment to professionalism
Provide examples of demonstrated commitment to professionalism and high ethical
standards. This may be done through a reflective piece on ethical challenges or dilemmas
you have faced and recommendations you have made, such as how members of the tax
profession could collaborate to support each other in this area, in your practice and/or in
your career.
Maximum 200 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 3 – Application for Chartered Tax
Adviser of the Year Award
1. Must be a current member of The Tax Institute (Australian Chartered Tax Advisers only).
2. Must have more than 10 years’ relevant tax experience (by close of application), and
must include your CV as proof of relevant tax experience.
3. Must hold a leadership position in the tax industry (such as senior manager, partner etc)
and provide evidence of being a leader in your field (such as publishing books or papers,
delivering lectures etc).
4. Must have an impressive record of achievement, including thought leadership in
specialist area (such as presenting papers and sharing your knowledge among peers,
being involved in advocacy activities etc).
5. Must be able to demonstrate active commitment to supporting and developing the
profession and the tax community (such as participating in tax discussion groups,
attending/presenting at Institute or other relevant association events, supporting
colleagues, writing papers in industry journals, representing a professional group etc).
6. Must be able to demonstrate commitment to professionalism and high ethical standards.
--------------------------------------------------------------------------------------------------------------------------1. Current member of The Tax Institute and holds the Australian Chartered Tax
Adviser designation (place x in relevant box)
Yes, membership number:
No
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 3 – Chartered Tax Adviser of the
Year (cont)
2. More than 10 years’ relevant tax experience (attach CV as proof of relevant tax experience)
Provide a summary of the positions held and the names of companies you have worked in
during the past 10 years.
Provide a brief history on yourself, such as a summary of your accomplishments, education
and achievements etc, and attach proof, for example, your CV.
List any areas of tax specialisation you may have.
Maximum 300 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
Page 15
Category 2 – Chartered Tax Adviser of the
Year (cont)
3. Leadership position in tax industry (attach supporting documentation/confirmation from employer/practitioner)
Provide examples of holding a leadership position in the tax industry and being a leader in
your field, such as publishing books or papers, delivering lectures etc, and attach proof, for
example, a copy of presentations you have used.
Maximum 500 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 3 – Chartered Tax Adviser of the
Year (cont)
4. Record of achievement (attach supporting documentation)
Provide examples of your record of achievement, including thought leadership in specialist area,
such as presenting papers and sharing your knowledge among peers, being involved in
advocacy activities etc, and attach proof, for example, a copy of papers you have written.
Maximum 500 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
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Category 3 – Chartered Tax Adviser of the
Year (cont)
5. Tax community involvement (attach supporting documentation)
Provide examples of active commitment to supporting and developing the profession and the
tax community, such as participating in tax discussion groups, attending/presenting at
Institute or other relevant association events, supporting colleagues, writing papers in
industry journals, representing a professional group etc, and attach proof, for example, a
copy of papers you have written.
Maximum 200 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
Page 18
Category 3 – Chartered Tax Adviser of the
Year (cont)
6. Commitment to professionalism
Provide examples of demonstrated commitment to professionalism and high ethical
standards. This may be done through a reflective piece on ethical challenges or dilemmas
you have faced and recommendations you have made, such as how members of the tax
profession could collaborate to support each other in this area, in your practice and/or in
your career.
Maximum 200 words.
The Tax Institute’s Tax Adviser of the Year Awards application form
Page 19