Josh leads our growing group of tax technology companies, alongside Nicola, as co-founder of both Tax Traders and Taxi. Josh is New Zealand's leading authority on the application of tax pooling to complex tax positions and the provision of workflow automations to accountants. Josh is the brains behind many of our ground-breaking features and has been instrumental in bringing Taxi to life. Josh believes strongly that the way we do business is as important as the bottom line and he is committed to doing business differently.

Nicola is the co-founder of both Tax Traders and Taxi and leads our growing group of tax technology companies, alongside Josh. Nicola is driven by the pursuit of justice and equity and a deep desire to see business as a force for good in the world. Nicola is responsible for our ground-breaking people practices, our distinctive culture, and the strategic direction of the group. Taxi is the brainchild of Nicola who wanted to increase access to tax pooling after becoming dissatisfied with the lack of access to tax pooling solutions for SMEs in the 2021 Auckland lockdown.

Becki serves as co-CEO of Tax Traders and holds primary responsibility for our clients, product roadmap, brand and marketing, as well as leading the team and implementing strategy. In 2022, Becki was made a Fellow of the Chartered Institute of Marketing. Becki is committed to seeing business embrace regenerative capitalism to solve the complex problems that the world faces by intersecting positive social impact with competitive advantage, and higher market capitalisation. Becki has studied Profit and Purpose: Creating Shared Value by Michael E. Porter and Mark R Kramer at Harvard Business School.

Tim is the co-CEO of Tax Traders and holds primary responsibility for both our financial and operational functions, as well as overseeing our in-house software development to bring our strategy to life. As part of this role, Tim has been the driving force behind many of our tools including our RIT calculator and our IR data integrated reports. Tim is a Chartered Accountant with substantial experience across a wide variety of industries in New Zealand and the UK. Tim believes that our role is to make the complex simple and solve problems that are yet to be solved and he applies this to his leadership of Tax Traders everyday.

Geraldine joined Tax Traders in 2019 and is a highly skilled tax pooling practitioner. Gerrie is critical in assisting our customers with AML and the use of new features on our platform. Gerrie is a driving force for the development and implementation of new technology solutions that make the lives of our clients easier and she is committed to seeing every client achieve outstanding results through our smart tax tools.

Hamish joined the team in 2021 and has been a critical part of our Customer Solutions Chapter since that time. Hamish is available at the end of the phone or via email for all client queries and is an expert in finding and sharing simple solutions for complex problems. Prior to joining Tax Traders, Hamish coordinated a large consumer finance call centre and lead a national network of debt counsellors. Hamish also leads our work with the Cultivate Scholarship and some of our key charitable partner relationships.

Libby is an expert in improving user experience and will be ensuring clients enjoy a seamless interaction with Tax Traders. She has experience in Customer Success for a tech company and understands the importance of putting clients first. Libby also has a background in financial services, including working for KPMG in their Audit and Agri-Food teams. She holds two degrees with majors in Accounting, Commercial Law and Employment Relations.

Logan has been part of our Client Solutions Team since May 2024 and helps accountants and taxpayers with their enquiries and understanding the nuances of tax pooling.  He boasts strong start-up experience, spanning product and strategy roles in AI and web-3 firms. With a customer service background, Logan is passionate about democratising financial tools so everyone can benefit from them.  

Krystle joined Tax Traders in 2023 after 15 years in Business Advisory roles leading accounting practices, completing her experience as a partner at Grant Thornton. She acquired a broad range of practical and technical knowledge of tax pooling solutions and tools. She worked with a wide variety of clients which helped her understand the daily cash flow pressures and stakeholder expectations of New Zealand SME businesses.

Josh has been on the team since 2017 and is responsible for working with our clients and our technology to create solutions to their workflow challenges and make their work more joyful. Josh led the establishment of our Client Solutions team and is a key part of this work at Tax Traders. Josh is well-known across accountancy firms in New Zealand, having built key relationships with many of our Tax Traders Advantage clients as well as relationships with national firms. Josh is a tax pooling expert and enjoys solving complex problems for clients.

James joined Tax Traders in 2022 after five years of industry experience, working with accounting firms, SME’s and large corporates. James is a Chartered Accountant with a strong tax background having worked for Big 4 accounting firms both here and overseas. James has significant expertise in the technical and legislative detail of tax and tax pooling and really loves working alongside clients to see them flourish and grow.

Jeromy joined Tax Traders in 2019 after a long-standing role as Principal Adviser in Capital Markets Disclosure at the Financial Market Authority. Jeromy sits across both Relationships and Product and is a driving force behind the development of many of our smart tools for accountants. Jeromy is a Chartered Accountant and a certified member of the Institute of Financial Professionals in New Zealand.

Maddy is a strong believer in an equitable and accessible tax system. She joined Tax Traders in 2024, having previously worked in corporate tax at PwC and the internal finance team at Freightways. Maddy works alongside accounting firms to keep them up to date with our technology developments, changes to tax pooling legislation and running training sessions to help them unlock the full benefits Tax Traders has to offer their clients. As a Chartered Accountant, she is particularly skilled at talking through tricky imputation credit scenarios.

Tom has been with Tax Traders since July 2024. Based in Christchurch, he focuses on supporting our clients in the South Island to access the full benefits of tax pooling. Tom is a Chartered Accountant and enrolled barrister and solicitor of the New Zealand High Court. He joins Tax Traders following 12 years’ experience in Big 4 tax practice in Wellington and Christchurch at EY, working in several different roles to help clients manage income tax, provisional tax, PAYE, FBT, RWT, NRWT, NRCT and international tax obligations.

Carla joined Tax Traders in 2022, bringing her people-centric approach and deep empathy strength to our team as People Lead. She has a passion for wellness in the workplace and for people. Carla’s background sees her always focusing on what brings joy to people and working closely with people is what brings joy to Carla. She has always been in a people support type role where hearing and seeing people was her focus and has certainly brought that with her when joining Tax Traders.

Mel joined Tax Traders in March 2023. She is responsible for the core financial functions of the business, implementing new technology and system automation that creates greater efficiencies. Mel brings 10 years’ experience driving financial performance and operational excellence across a diverse range of industries, having worked with start-ups and supporting established businesses through strategic changes to achieve growth and innovation.

Chris is our Chief Investment Officer, coming to us from Morrison, HSBC, The World Bank Group as well as time in London, Dubai, Washington DC and New York. Chris drives the strategic growth and diversification of our portfolio of funder positions and creates innovative solutions to match our clients' evolving needs. Chris is a strong believer in the transformative power of business and is committed to leveraging his expertise for positive change within society.

Tom joined the Tax Traders and Taxi team in January 2024 as part of our ongoing commitment to enhancing the information security of our operations. An experienced IT leader with a passion for innovation and secure solution architecture, he has worked with high-growth start-ups like My Food Bag, as well as NZX/ASX-listed companies. Tom oversees our IT governance, cybersecurity framework and accreditation processes, while also driving continuous improvement in our data strategy.

Alice is the Group CMO for Tax Traders and our sister company Taxi. With vast international experience leading marketing and brand strategy, she has held roles in companies such as Jarden, National Australia Bank and Thomson Reuters. Known for driving innovation and efficiency, Alice is a champion of data-driven decision-making. She is passionate about empowering her teams and the power of aligned brands.

Tara joined Tax Traders in 2022, bringing seven years of experience in project and event management as well as building key networks. She has a passion for live events and creating memorable experiences, and has delivered award-winning conferences, digital experiences, incentive programmes and corporate events across the globe. Tara is a driving force behind our Women in Tax network and Tax Traders' work in the B Corp space.