Gary Forbes

Manager Collections (AO8) at Queensland Revenue Office
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Brisbane Area, AU
Skills

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Credentials

  • PRINCE2 Foundation Examination
    APMG-International
    Oct, 2014
    - Oct, 2024
  • Certificate IV In Training and Assessment TAE40110
    TAFE Queensland Brisbane - South
    Nov, 2011
    - Oct, 2024
  • Bachelor of Business (Darling Downs Institute of Advanced Education)
    University of Southern Queensland
    May, 1998
    - Oct, 2024
  • Graduate Certificate in Commerce (Banking & Finance)
    University of Southern Queensland
    Nov, 1995
    - Oct, 2024

Experience

  • Queensland Revenue Office
    • Government Administration
    • 100 - 200 Employee
    • Manager Collections (AO8)
      • Jun 2023 - Present

      Key responsibilities Lead, supervise and manage people, promoting ongoing professional development and effective performance through mentoring and coaching.Provide high level technical advice on complex debt recovery matters.Identify payment risks to revenue and develop and implement appropriate treatment strategies and debt collection treatments.Monitor, analyse and challenge existing systems, practices and procedures and implement progressive solutions and appropriately support the team performance and the strategic direction of QRO.Monitor and address team performance to ensure operational effectiveness, best practices and efficiencies are maintained. Ensure compliance with recordkeeping and quality assurance standards and take appropriate action to mitigate risk and issues including, tracking, and reporting risks, deliverables, internal controls, and governance practices. Show less

    • Senior Investigations Officer (Level 3) AO7, Audit and Investigations Division
      • Feb 2021 - Jun 2023

      In my current role, I am undertaking various payroll tax compliance, governance & stakeholder engagement activities.Duties and responsibilities:• I am a member of the Senior Leadership Team in QRO's Audit and Investigations Division assisting with the management of QRO’s payroll tax compliance program.• Coaching and mentoring of team members to achieve compliance targets.• Governance and human resource management for my Division. This includes budget preparation and maintenance, business planning, business reporting, HR recruitment and onboarding activities.• Ongoing identification and control of payroll tax compliance risks using internal and external third-party data sources.• Formulating and implementation of payroll tax risk assessments. compliance strategies and campaigns to address risks. This includes the preparation of various client communication materials and system changes designed with behavioural economic principles.• Stakeholder engagement with professional bodies to promote payroll tax awareness and the encouragement of voluntarily disclosures by clients for under-declared payroll tax liabilities.• Managing and conducting QRO’s Payroll tax seminar program attended by clients and stakeholders.• I continue to be a member of the Taxation Consultative Education Committee (TCEC) representing the QRO. The TCEC is a quorum of representatives from each interjurisdictional revenue office educating clients on Australia’s harmonised payroll tax legislation. In this role, I have contributed to several initiatives undertaken by the TCEC including taking a lead role in working with the ATO and TCEC in a registration campaign.Key achievements:• Facilitating positive culture workshops with my team continuing our Transformation journey and leveraging off our excellent Working for Queensland Survey results. • Successful on-boarding and training of new Officers.• Coordination of QRO's compliance overview webinar co-presented by QRO's key revenue lines. Show less

    • Acting Manager
      • Aug 2022 - Jan 2023

      I am currently relieving in the Manager's role in QRO's Audit & Investigations (Payroll Tax, Duties and Grants) Division. I am one of 2 Managers managing 2 compliance teams. Current duties and responsibilities include:• Governance and human resource management• Management of QRO's compliance sub-programs, payroll tax seminar program and stakeholder engagement• Budget preparation and maintenance, business planning, reporting of compliance results and achievements• Ongoing identification and control of compliance risks using internal and external data matching sources in consultation with campaign / team leaders• Coaching and mentoring of team members to achieve results. Show less

    • Acting Manager, Land Tax Compliance Team AO8, Land Tax Division
      • Feb 2020 - Feb 2021

      This was a long-term relieving oppotunity where I was responsible for the management of OSR’s land tax compliance program.Duties and responsibilities:• Governance and human resource management for the Compliance team in OSR’s Land Tax Division. My role included budget preparation and maintenance, business planning, reporting of compliance results and achievements, HR recruitment and management.• Ongoing identification and control of land tax compliance risks using internal and external data matching sources.• Preparation of land tax risk assessments, compliance strategies and campaigns to address identified risks. This included the preparation of various client communication materials and system changes designed with behavioural economic principles.• Coaching and mentoring of team members to achieve results. • Coordinating, researching, and drafting responses to land tax ministerial correspondence and client complaints• Assistance with managing the annual land tax assessment program.Key achievments:• Leading my team throughout the COVID-19 pandemic and managing the changes to our work environment that this brought. Specifically, I guided, supported, and encouraged team members as they transitioned to a full-time work from home environment during the shut-down of our Office. • Land tax compliance targets and workflows achieved despite the challenging pandemic environment• Quickly learning and applying the technical elements of the land tax leguislation which had changed significantly since I last worked with this tax stream.• Excellent Working for Queensland Survey results obtained for my Division in 2020. Show less

    • Senior Investigations Officer (Level 2) AO6, Payroll Tax Division
      • Nov 2016 - Feb 2020

      Duties and responsibilities:• Identification of payroll tax compliance risks using internal and external data matching sources.• Formulating and implementation of payroll tax risk assessments. compliance strategies and campaigns to address identified risks. This includes the preparation of various client communication materials and system changes designed with behavioral economic principles.• Ongoing identification and control of payroll tax compliance risks using internal and external data matching sources.• Team leader of the payroll tax compliance team. • Stakeholder engagement with professional bodies to promote payroll tax awareness and the encouragement of voluntarily disclosures by clients or their representatives for under-declared payroll tax liabilities.• Member of the TCEC representing OSR Queensland. Show less

    • Senior Revenue Officer (Level 2) AO6, Payroll Tax Division
      • Sep 2015 - Nov 2016

      In this role, I was the Team Leader of OSR’s Payroll Tax Operations and Campaigns team. This was a large team of 20 dedicated Payroll Tax Officers, where I directly supervised 15 Officers. My team assisted Queensland’s 24,300 payroll tax clients to meet their obligations under the revenue legislation.Duties and responsibilities:Leadership, Management and Innovation• Supervising, leading, coaching and mentoring officers to successfully support and deliver a professional and efficient service to OSR’s payroll tax clients. • Management of the payroll tax annual return cycle• Proactively prioritising and managing my team’s tasks and workflows • Review, innovate and document best practice work procedures • Assisting team members with a best course of action to progress novel or complex payroll tax issues. • Management of team resources. This included negotiating with other team leaders and managers in my Division to offer (or seek) assistance to manage key workflows and tasks during peak or ebb times.• Supervising and managing OSR’s dedicated payroll tax phone channel (WebCC) phone system.Stakeholder engagement• Liaising with OSR’s external clients and their legal/financial representatives regarding novel and/or complex payroll tax issues.• Member of the TCEC representing OSR Queensland.Governance• Preparing and implementing project plans for the planning of key revenue cycle events— e.g. the busy payroll tax annual return cycle.• Briefing and consulting with Senior Management on team outputs and/or issues experienced.• Preparing monthly and/or ad-hoc work activity reports for Senior Management.• Undertaking human resource and payroll activities. Show less

    • Senior Investigations Officer (Level 2) AO6, Payroll Tax Division
      • Aug 2012 - Sep 2015

      Whilst in OSR's Large Corporate compliance team, I investigated various payroll tax risks . This role enabled me to work closely with the accounting profession and large corporate taxpayers to ensure clients were paying the correct amount of payroll tax. This was a rewarding position where I was often challenged with novel, complex and/or legislative issues to be investigated. Prior to this role, I was a team leader in OSR's Payroll Tax Division where I successfully managed two payroll tax compliance teams. My teams were responsible for engaging with employers to investigate various payroll tax risks including:• Wage discrepancy risks (under-declared payroll tax).• Assisting unregistered employers to register for payroll tax in Queensland. Show less

    • Senior Client Engagement Officer AO6, Client Management Division
      • Feb 2009 - Aug 2012

      After relieving as an AO6 Team Leader in the Desk Audit compliance team, I was appointed as a permanent AO6 Officer within OSR's Client Management Division undertaking a stakeholder and client engagement role. Duties and responsibilities:• Liaising with OSR’s external clients regarding the self assessment of their payroll tax and duties taxes. This included the development of working relationships with key industry bodies and stakeholders to assist their members with a continued awareness of Queensland’s revenue laws and how they can meet their taxation obligations. • Preparing training and other educational materials concerning Queensland’s taxation laws.• Delivering training in state taxation issues to taxpayers, the accounting profession and other stakeholder groups via formal client seminars and presentations.• Issuing effective web site announcements and eAlerts to OSR’s clients and stakeholders to advise changes to the revenue laws, correction of taxpayer behavioural issues, and promoting an awareness of OSR’s eLearning modules. • Monitoring taxpayer behaviour to ensure clients are correctly self assessing their taxation liabilities and were meeting their revenue obligations. • Educating and provide assistance to individual taxpayers. • Improving work procedures, processes to assist taxpayers to meet their revenue obligations.• Supervising, coaching and mentoring Client Engagement officers to successfully achieve Branch outputs.• Coordinating and producing monthly budget and client engagement activity reports for senior management.• Monitoring monthly salary, corporate card and operational expenditure with key variances reported to senior management.• Managing the Client Engagement Team’s staffing establishment and payroll.• Actively participating and contributing to the Division's operational planning days. Show less

    • Senior Investigations Officer (Level 1) AO5 and Acting Senior Investigations Officer (Level 2) AO6
      • Feb 2005 - Feb 2009

      When I obtained my permanent AO5 appointment, I returned to the Senior Investigations Officer role in OSR's Investigations Division. After some time in this role, I successfully applied to relieve as an AO6 Team Leader in the Desk Audit Team. Duties and responsibilities:• Managing and coordinating investigation compliance activities. This also included the preparation of various audit plans and methodologies.• Proactively identifying revenue risks and formulating appropriate treatment strategies. I also liaised with senior management to have these issues documented in OSR’s revenue risk matrix.• Improving work procedures to maximise case productivity and the revenue derived from my team’s investigation activities.• Supervising, coaching and mentoring my investigation team to successfully achieve Branch outputs.• Coordinating and producing monthly compliance activity reports and team revenue results for senior management.• Interpreting and applying complex revenue legislation and OSR Public Rulings to the facts of an investigation case.• Liaised with senior management, OSR and Queensland Treasury officers regarding complex investigation, policy and/or legislative issues.• Liaised with taxpayers and/or their legal advisers regarding novel or complex investigation matters.• Assumed a lead role in complex investigation cases—e.g. complex payroll tax exclusion cases.• Prepared draft ministerial correspondence.• Conducted quality assurance checks on various team outputs.• Development of the Desk Audit team’s sections of the Investigation Division’s Operational and Strategic Plans. Show less

    • Acting Finance Officer (AO5)
      • Oct 2003 - Feb 2005

      After returning to OSR from my secondment with the Energy Consumer Protection Office (ECPO), I was offered a relieving opportunity as OSR's Finance Officer (controlled expenditure).Duties and responsibilities:• Coordinated OSR’s monthly controlled budget reporting required for Queensland Treasury including the preparation of OSR’s monthly Capital and Operational Budget Statements.• Budget forecasting• Coordinated and produced OSR’s monthly Under Treasurer’s report from OSR’s Executive Director.• Stakeholder engagement with senior management, team leaders and Treasury officers regarding OSR Budget issues.• Attended to ad-hoc budget and finance enquiries from OSR’s management and business areas.• Prepared and co-ordinated OSR’s annual budget (controlled expenditure) and Queensland Treasury’s Ministerial Portfolio Statements (Taxation).• Maintenance of Accounts Payable general ledger and Office expenditure.• Supervising, coaching and mentoring OSR Finance Officers. Show less

  • Queensland Government
    • Australia
    • Government Administration
    • 700 & Above Employee
    • Acting Investigations Officer (AO5)
      • Jan 2003 - Oct 2003

      This was a secondment opportunity for me whilst I was employed with the Queensland Office of State Revenue (OSR). Duties and responsibilities: • Investigation of electricity and/or gas disputes between electricity retailers and consumers. • Mediating and negotiating quality outcomes from electricity disputes between electricity retailers and consumers. • Preparing ministerial responses to letters received from electricity consumers relating to various disputes and/or electrical issues. • Providing ministerial briefing advice to the Minister with Responsibility for Energy relating to various electrical and energy disputes and issues. Show less

  • Queensland Revenue Office
    • Government Administration
    • 100 - 200 Employee
    • Investigations Project Officer (AO4), Investigations Division
      • Jan 2001 - Jan 2003

      This was a continuation of my prior investigations role within OSR's Investigations Division. Duties and responsibilities:• Conduct taxpayer tax audits according to quality principles• Interpret, research and analyse data to equitably apply the revenue laws to various investigations• Identify and report on areas of non-compliance• Issue accurate assessments for the collection of additional payroll tax and stamp duty and equitably apply appropriate penalties

    • Acting Revenue Officer (AO4), Fuel Subsidy Branch
      • Nov 2000 - Jan 2001

      Duties and responsibilities:• Assess and approve Fuel subsidy licence applications for Retailers and Bulk End Users (BEU’s)• Act as a key contact with Retailers and BEU’s who require assistance and information relating to the new fuel subsidy scheme• Assist temporary staff with any queries they may have regarding the new fuel subsidy scheme

    • Acting Investigations Officer (AO4)
      • Mar 2000 - Nov 2000

      Duties and responsibilities:• Conduct Taxpayer audits according to quality principles• Interpret, research and analyse data to equitably apply the revenue laws to the facts during the conduct of investigations• Identify and report on areas of non-compliance• Issue accurate assessments for the collection of additional stamp duty and apply appropriate penalties.

    • Trainee Revenue Officer (AO3)
      • Sep 1998 - Mar 2000

      My first AO3 role with OSR involved working with the land tax revenue stream. This role suited my knowledge of the Queensland Land titles system and its forms. Duties and responsibilities:• examining and processing resurvey plans for new land title subdivisions• updating Form 24 and land owner details on OSR's land tax system • basic land tax assessing.

  • Suncorp Group
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Commercial Securities Officer (Releases) (Temporary Appointment)
      • Nov 1997 - Sep 1998

      This role was another long-term temporary position I obtained through a Recruitment Agency working with the Queensland Industry Development Corporation (QIDC). Shortly after I started, the QIDC merged with Suncorp-Metway where I continued my role, Duties and responsibilities: • Attending to the release of various QIDC Commercial Securities • Attending to transfer of Securities to and from QIDC to or from the new Suncorp-Metway Entity • Liaising with solicitors to arrange sale settlements • Attending sale settlements as required • Liaising with internal staff regarding procedural issues and enquiries as required • Attending to maintenance of security documents and packets • Gain exposure and experience to agribusiness in Queensland. Reason for leaving: I was successful in obtaining permanent employment with the Queensland Office of State Revenue. Show less

  • ANZ
    • Australia
    • Banking
    • 700 & Above Employee
    • Securities Officer (Temporary Employment)
      • Oct 1997 - Nov 1997

      After leaving Access Home Loans, I engaged in some temporary work in my previous role with the ANZ Bank. I enjoyed the challenges this assignment offered which included stamping and registering complex security documentation including: • Mortgage Debentures given by companies • Security over Businesses and Medical Practices • Security over Life Policies, Ships Mortgages • Mortgages over Taxi Licences; and • Mortgages over Crown Leasehold land including Pastoral and Mining Leases. Show less

  • Access Home Loans (Qld) Pty Ltd
    • Brisbane, Australia
    • Loans Officer
      • Apr 1997 - Jul 1997

      Duties and responsibilities: • Preparing loan submissions and assess/recommend credit applications to various financial institutions. • Acting as a key point of contact for customer enquiries and financial institution enquiries. • Providing timely, efficient and friendly customer service. • Instructing panel valuers and panel lawyers to undertake valuations of bank securities. • Obtaining credit agency (CRAA) reports for new borrowers. • Obtaining and arranging Mortgage Guarantee Insurance when required. • Liaising with solicitors and each lender's Settlement Department to arrange the settlement and timely drawdown of customers’ loans. Show less

  • FAI First Mortgage Pty Ltd (FAI Home Loans)
    • Brisbane, Australia
    • Assistant Manager Business Development
      • Oct 1996 - Apr 1997

      Duties and responsibilities: • Preparing loan submissions and assess/recommend credit applications in terms of current loan policy and procedures. • Acting as a key point of contact for the company's introducer network in support of Business Development Managers. • Providing timely, efficient and friendly customer service. • Obtaining and arranging Mortgage Guarantee Insurance when required. • Instructing panel valuers and panel lawyers to undertake valuations of bank securities. • Obtaining credit agency (CRAA) reports for new borrowers. • Obtaining and arranging Mortgage Guarantee Insurance when required. • Liaising with solicitors and the Bank's Settlement Department to arrange the settlement and timely drawdown of customers’ loans. Show less

  • Westpac
    • Australia
    • Banking
    • 700 & Above Employee
    • Business Banking Relationship Manager
      • Jul 1995 - Oct 1996

      In July 1995, I was recruited to Westpac as a result of my experience gained within the ANZ Bank. During my time with Westpac, I assumed a number of key roles including: (a) Business Banking Manager (South Brisbane geographic area) (b) Business Banking Credit Analyst (State Wide assessment of lending proposals) (c) Personal Banking Manager (Slacks Creek and Logan City areas) As I enjoyed assisting clients to achieve their financial goals, I gained a lot of satisfaction from the Personal Banking Manager and Business Banking Manager roles within Westpac. Liaising with customers and analysing my clients’ banking and financial needs were challenges I relished. Both of these positions involved marketing the Bank’s financial products and services including Commercial, Housing and Personal Finance, Small Business Loans, Credit cards and Deposit products. In each of these positions I was responsible for managing a portfolio of accounts where my Credit Analyst and relationship management skills were successfully applied. To meet the challenges of this role, I was able to draw on my analytical, lending and reporting skills gained from my previous role in the ANZ Bank. Reason for Leaving this role—My employment contract had expired and a career opportunity with FAI First Mortgage Pty Ltd was offered to me. Show less

  • ANZ
    • Australia
    • Banking
    • 700 & Above Employee
    • Manager's Assistant
      • May 1993 - Jul 1995

      After spending some valuable time in the Bank’s Security Department, I elected to continue my career in the Bank's lending area. Whilst employed in the role, I relieved at a number of key South Brisbane Locations including Capalaba, West End, Brisbane City (Queen & Creek Streets), Beenleigh, Redbank Plains, Woodridge &, Cleveland Lending Centres. Duties and responsibilities:• Small business, commercial and personal lending• Marketing and tailoring the Bank’s products to customers to satisfy their Banking and Financial Needs.• Conducting loan interviews with new and existing customers• Analysis of Financial Data for loan assessment and credit analysis• Preparation of Loan Proposals and Credit Memoranda• Preparation of loan documentation• Arranging settlements and drawdown of customers loans• Reviewing lending and deposit facilities• Communicating with customers and acting as a key Bank contact• Attending to out of order accounts and/or loan arrears• Preparation and maintenance of lending and deposit budgets Achievements:• Recognition by Regional Insurance Sales Manager for self initiated insurance sales campaign conducted• Commendable Performance Assessment Gradings obtained• Recognition by Manager of ANZ Securities for a number of procedural changes for this Department which I initiated, designed and implemented.• Sales Target achievements ie. Personal Loan Insurance Campaign, Home & Contents Insurance campaign, Financial Services campaign.• Commendable Internal Audit & Credit Monitoring report achieved. Show less

    • Securities Officer, Lending Support Centre
      • Oct 1991 - May 1993

      Duties and responsibilities:• Preparation of the Bank’s security and loan documentation• Registration and stamping of security documentation including complex Securities ie. mortgage debentures given by companies, security over businesses and medical practices, security over life policies, chattel mortgages, ships mortgages, mortgages over taxi licences and mortgages taken over Crown leasehold land including pastoral and mining leases.• Perusal and vetting of various trust deeds• Liaising with bank staff and providing advice on the Bank’s Various Security Documents. Show less

    • Manager's Assistant
      • Jan 1988 - Oct 1991

      During this period, I worked in a number of branches including Springwood, Woodridge, Loganholme and Browns Plains. Duties and responsibilities:• Consumer and small business lending• Marketing and tailoring the Bank’s products to customers to satisfy their banking and financial Needs.• Conducting loan interviews with new and existing customers• Analysis of Financial Data for loan assessment and credit analysis• Preparation of Loan Proposals and Credit Memoranda• Preparation of loan documentation• Arranging settlements and drawdown of customers loans• Reviewing lending and deposit facilities.• Communicating with customers and acting as a key Bank contact• Attending to out of order accounts and/or loan arrears Show less

Education

  • University of Southern Queensland
    Graduate Certificate in Commerce (Banking & Finance), Banking, Corporate, Finance, and Securities Law
  • Darling Downs Institute of Advanced Education (USQ)
    Bachelor of Business, Marketing
    1985 - 1987
  • St Mary's CBC Toowoomba
    Senior Certificate, Tertiary Entrance (TE) Score 920
    1983 - 1984
  • St Joseph's College, Toowoomba
    Junior Certificate
    1978 - 1982

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