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Karen Stein

Partner, Tax

Karen Stein, Partner, TaxTel: +61 2 9322 7387
Email 
Office: Sydney

Responsible for the NSW R&D tax practice, Karen has over 22 years of experience delivering R&D services to a broad range of entities. This experience includes seven years in a nationally focussed R&D specialist consulting practice, followed by 15 years at Deloitte.

Karen also leads the Consumer Business & Transport (CB&T) Industry Tax Practice at Deloitte where she works closely with our nationally based tax team in in delivering a wide range of CB&T industry focussed tax services.

Karen leads the Consumer Business & Transport (CB&T) Industry Tax Practice at Deloitte. Her years of experience working closely with many of Australia’s major food, beverage and consumer products manufacturers, provides a depth of industry knowledge and expertise. Karen’s understanding of the mechanics of the CB&T industry adds value to the services which Deloitte delivers to our clients.

Karen has years of experience in identifying product and process R&D within the CB&T sector, in addition to assisting with the development of innovation funding strategies. She has a detailed knowledge of technical issues within this industry and is skilled at preparing R&D claims and seeking grant funding for start-ups through to large multi-national organisations.

Karen assists companies with ATO and IR&D Board audits, development of R&D Tax Incentive Claims, and Grant Applications. She is focused on knowledge transfer and assisting companies with developing systems and processes which maximise their R&D claims and associated funding strategies for innovation projects.

Karen also leads the NSW R&D Life-sciences team, where she assists ‘start-ups’ and developed life-sciences and pharma companies maximise their R&D funding opportunities. Included in this is the provision of detailed training sessions and workshops, analysis and review of record keeping and innovation processes, and an examination of R&D projects. Karen assists such companies with a focus on their clinical trials, overseas activities, foreign investments within Australia, involvement of exempt entities, and application of a range of grants.

Area of expertise

  • Tax Services
  • Research & Development and Government Incentives
  • Consumer products
  • Retail
  • Wholesale and distribution
  • Travel
  • Hospitality and leisure
  • Life Sciences and Health care.

Professional membership and qualification

  • Master of Laws - University of Sydney 
  • Diploma of Legal Studies - University of Technology  Sydney 
  • Bachelor of Laws - University of NSW 
  • Bachelor of Economics- Macquarie University 
  • Solicitor of the Supreme Court of NSW 
  • Registered Tax Agent.

 

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