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-591820-68199000Application FormChartered Tax Adviser of the Year CategorySee entry kit for full details on how to submit this application.Applications close 9 December 2014.Category:Membership number:(if applicable)Years of experience:(full-time tax)Qualifications:Applicant detailsFull name:Job title:Name of business:Business address: Work email:Alternate email:Telephone:(Bus)(Mob)Nominator details (if applicable)Full name:Job title:Name of business:Work email:Telephone:(Bus)(Mob)DeclarationI hereby declare that the information in this application is true and correct, including my work experience and education and can verify this upon request. Except where I have referenced, the work I am submitting in this attachment is my own. Where I have attained stakeholder assistance to work referenced in the attached, I have provided the relevant information on my contribution. I acknowledge and agree that the judges may, for the purpose of authenticating and marking, request a copy of any supporting documents. Signature: ____________________________________________ Date: ________________CriteriaThis award recognises Chartered Tax Advisers who have more than 15 years’ tax experience. It recognises those who have an impressive record of achievement as thought leaders and who have made a positive contribution to client businesses and individuals. The Chartered Tax Adviser of the Year demonstrates outstanding entrepreneurial spirit, strategic business direction and innovative ideas.Description1.Must be a current member of The Tax Institute (Australian Chartered Tax Advisers only).2.Must have more than 15 years’ relevant tax experience (by close of application). Provide a brief summary of the positions held and the names of companies worked for.3.Must hold a leadership position in the tax profession and provide evidence of being a leader in their field. This could include, but is not limited to, mentoring junior staff, leading within a firm, presenting papers or publications such as books and articles, delivering lectures, sharing knowledge among peers, being involved in advocacy activities etc.4.Must be able to demonstrate their mark of expertise and how they emanate the CTA designation. Such as impressive record of achievement through career highlights or a specific specialty area. These suggest impeccable standing and extensive tax experience that represents dedication to the craft of tax. This could include examples such as resolving high-level stakeholder concerns, participating in ATO and Treasury discussions, making submissions on tax-related issues in response to exposure draft legislation and discussion papers, being involved in significant tax litigation, being appointed to advisory panels, presenting and publishing papers, delivering lectures to undergraduate and postgraduate tax students.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 The Tax Institute or other relevant association events, supporting colleagues, participating in networking and other social events, writing papers in industry journals, writing tax updates for clients, raising awareness of pertinent tax issues with non-tax colleagues.6.Must be able to demonstrate commitment to professionalism and high ethical standards. Provide examples of acting lawfully in the best interests of clients and managing conflicts of interest, taking reasonable care in ascertaining a client’s state of affairs to ensure that taxation laws are applied correctly to the circumstances in relation to which is providing advice to a client, including integrity and anti-avoidance measures (if applicable).Supporting documentation attached (place x in relevant boxes)Employer letter of recommendationExternal/client letter of recommendationMentee or colleague letter of recommendationExamples of achievements reference in applicationCopy of a letter of advice or work exampleRelevant tax experience - must have more than 15 years’ relevant tax experience (no limit) and be a CTAProvide a brief summary of the positions held and the names of companies worked for. Ensure that roles which have demonstrated leadership and commitment to the profession are highlighted.Firm/organisationPeriod of employmentPositionResponsibilities and specialisationLeadershipDemonstrate a leadership position in the tax profession through positions held or thought leadership carried out. This may include, but is not limited to, mentoring junior staff, leading within a firm, presenting papers or publications such as books and articles, delivering lectures, sharing knowledge among peers, being involved in advocacy activities etc.Maximum 500 wordsMark of expertiseProvide examples of milestone achievements that highlight the mark of expertise in tax through technical knowledge and experience. These suggest impeccable standing and extensive tax experience that represents dedication to the craft of tax. This could include examples such as resolving high-level stakeholder concerns, participating in ATO and Treasury discussions, making submissions on tax-related issues in response to exposure draft legislation and discussion papers, being involved in significant tax litigation, being appointed to advisory panels, presenting and publishing papers, delivering lectures to undergraduate and postgraduate tax students etc.Maximum 500 wordsTax community involvementProvide examples that demonstrate active involvement with the tax community.This may include participating in tax discussion groups, attending/presenting at The Tax Institute or other relevant association events, supporting colleagues, participating in networking and other social events, writing papers in industry journals, writing tax updates for clients, raising awareness of pertinent tax issues with non-tax colleagues etc.Maximum 200 wordsProfessionalism and ethicsProvide examples of demonstrated commitment to professionalism and high ethical standards. This may be done through a reflective piece on ethical challenges or dilemmas faced and recommendations made, such as how members of the tax profession could collaborate to support each other in this area, practice and/or career.Maximum 200 words ................
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