Doing business differently
We believe the way we do business is just as important as the bottom line. We care deeply about our team, our clients, those in our business eco-system and on the frontline of support in our communities – with the same fervour as our business endeavours. We describe our business model as 'Full Purpose'. It's a people-first approach that continually inspires our imagination, our decision making and daily practices.
With a relentless focus on our clients, we seek to live out our Tax Traders DNA at every touch point: faith, integrity, generosity, relationship, service and innovation. We love it when our clients share their ideas, challenges and wish lists with us… Together we are shaping the future of tax pooling.
“At the heart of Tax Traders is a desire to see people flourish and grow – our clients, our team,
our communities. This deeply affects the way we invest in relationships and innovation.”
Josh Taylor, Director
Tax Traders was founded in 2011 by Josh and Nicola Taylor, in partnership with former Deputy Commissioner of Inland Revenue Robin Oliver, and former Deloitte partner Mike Shaw. Together they have built a specialist team committed to innovating New Zealand's tax industry. Tax Traders is New Zealand's fastest-growing IRD-approved tax pooling intermediary, the only independently audited tax pool, and the preferred partner to major accounting firms and corporates nationwide.
Since our inception we have disrupted conventional approaches in the tax pooling industry with pioneering technology that not only makes tax pooling significantly easier, more transparent, faster and more accessible for all taxpayers, but also readies the industry for future demands through automation.
Merade is a Chartered Accountant and brings 10 years of business advisory and commercial financial experience. Prior to joining Tax Traders, she was Assistant Manager in Business Advisory Services for BDO, working directly with management and partners.
Travis completed a Bachelor of Commerce degree in Accountancy and South African Institute of Chartered Accountants training in his homeland of South Africa. Arriving in NZ in 2011, Travis joined the Audit Team at a Big 4 firm in Tauranga, then moved to the Business Advisory Team at BDO East Tamaki, and later worked as Finance Manager for a property developer.
Sales Support Manager
Geraldine has a background in administration management in the insurance sector, and brings a strong understanding of compliance and financial systems. She is passionate about the benefits of tax pooling and supporting clients to achieve outstanding results.
Executive Relationship Manager
Matt has strong experience in banking, retail and business. He has worked in sales for over 20 years, and completed a number of professional sales and leadership programmes. Prior to joining Tax Traders, Matt managed a dynamic, high performing sales team across multiple sites throughout Australasia.
Erik is dual qualified as a practising lawyer and a Chartered Accountant, with broad experience over all aspects of New Zealand tax law. Before Tax Traders, Erik worked for an accounting firm in Auckland, as well as leading law firms in both Auckland and London.
Judi has worked for one of the world's top banks in the United Arab Emirates and has five years of experience in New Zealand as a financial accountant for an IT company, and as a financial administrator for a non-profit organisation. Judi has accounting and business quality control qualifications and she is currently studying part time to be a Chartered Accountant.
Josh de Jong
Head of Client Services
Josh is passionate about empowering others to succeed. He has led teams in real estate sales, not-for-profit organisations, and business governance, and ran his own financial services business for a number of years.
MBS, BBS (Hons)
Client Relationships & Strategic Partnerships Manager
Dan has a wealth of experience in innovation and product development, spending 12 years in various fields including branding, e-commerce, service design and product development. He most recently served as CEO at Locus Research – one of New Zealand's leading innovation and product development agencies.
MBS, BBS (Hons)
Head of Client Engagement
Donovan is responsible for developing Tax Trader's presence nationally across our valued corporate and tax agency networks. Prior to joining our team he worked in national and international sales and marketing leadership roles across marine, information technology, education and aviation industries.
MBS, BBS (Hons)
Dani spent the past five years in the non for profit sector with a rapidly-growing organisation that worked with major government agencies. Her role included management of a client-facing team and she brings to Tax Traders a passion for seeing business 'done well'.
Head of Marketing & Engagement
Jenny is a strategy, marketing and communications specialist with broad leadership experience across a number of sectors. She ran her own strategy and consultancy business for seven years, equipping boards and management teams to increase their capability and capacity. Prior to joining Tax Traders, Jenny was in the executive leadership team at Parenting Place.
Senior Software & Web Developer
Marco has a vast knowledge and experience of new technologies and system design. He's highly skilled in API integration and has worked on major web and app projects in both New Zealand and China.
CA, BBS (Hons)
Tim is a Chartered Accountant with substantial experience across a wide variety of industries. Prior to joining the Tax Traders team, Tim was Audit Manager for BDO, and Senior Auditor for BDO in New Zealand and London.
Client Relationships Manager
Jeromy joined us after a long-standing role as Principal Adviser in Capital Markets Disclosure at the Financial Market Authority. Jeromy is a Chartered Accountant with extensive experience in the reporting and audit space, and a certified member of the Institute of Financial Professionals in New Zealand.
Robin is a former Deputy Commissioner of Inland Revenue who has been described as 'one of the most fearsome tax minds in the country'. His service to our nation saw him recognised as a Member of the New Zealand Order of Merit in 2009. Robin is also a shareholder in Tax Traders and co-founder of OliverShaw, a specialist tax firm.
Mike is a former senior tax partner at Deloitte, where he specialised in strategic tax advice and tax policy. He's been a primary advisor to the Corporate Taxpayer Group and a member of the government's Tax Working Group. A shareholder in Tax Traders, he is also the co-founder of specialist tax firm, OliverShaw.
Keith is currently a director and advisor to many key New Zealand companies including The Warehouse Group, Goodman (NZ) and Mighty River Power. Once a senior partner of BDO and president of the New Zealand Institute of Chartered Accountants, he plays an active advisory role, bringing valuable commercial insight to our growing business.
Funds held independently by Public Trust
Your funds are independently held in trust accounts by Public Trust, the custodian. Public Trust has sole control over the operation of these trust accounts as well as the Tax Traders tax pool. Established in 1873, it is New Zealand's largest trustee organisation and a crown entity with an independence guaranteed under the Public Trust Act 2001. Responsible for all client funds in designated trust accounts at Inland Revenue and registered banks, the custodian also ensures client funds are dealt with, and transactions authorised and completed, as instructed by the client.
For more details contact:
Glenn Wilkinson - Manager Custodial Services, Public Trust