Who We Are
- Curtis McLean is locally owned and managed.
- Our office is in Wellington central and employs over 30 people.
- We have been here since 1989 and work for a stable base of over 3,000 clients.
- While most are small to medium businesses there are self employed people as well as large companies.
Our Vision
When Mike and Steph began Curtis McLean their vision was to create an accounting practice that offered high quality professional accounting and business development services in a friendly client focused environment.
Key To Our Success
Mostly it's about the day-to-day, doing the small things that build a strong working partnership. At Curtis Mclean our main goal is to always to deliver our best effort.
We don't see ourselves as your typical accounting firm. You'll understand what we mean when you visit our offices! Not the typical grey and wood-grained panelling of a traditional accounting firm but lime green walls and aubergine furniture! It is pretty cool!
Beginning Your Career With Curtis Mclean
A graduate at Curtis McLean will receive experience in the following areas throughout their initial three years at the firm:
YEAR ONE
A graduate in their first year with Curtis McLean would attain experience in all of the following:
- Preparation of draft Financial Statements for small to medium businesses.
- Basic GST Return preparations.
- Preparing basic Tax Returns and understanding how the tax liability is calculated.
- Preparing Fringe Benefit Tax Returns for motor vehicles and calculating the GST adjustment.
- Use of the Solution Six software so that they are proficient in formatting financial information.
- Preparing Companies Office and associated documents.
- Preparing the Annual General Meeting Minutes and Directors Resolutions for companies.
- Checking of basic tax assessments received for taxpayers from Inland Revenue, identifying problems, advising Inland Revenue of any discrepancies and updating of the tax monitoring.
- Initial phone contact with clients and with IRD personnel.
- Management of bank accounts for some clients including transferring funds when required, reconciling creditor statements, payment of creditors and dealing with banks to remit funds by fax or phone.
- Preparing basic cash books, schedules and work papers in Excel.
- Preparation of debtor's statements.
YEAR TWO:
In Year Two a graduate would be expected to expand on the basic concepts of their first year but would gain further knowledge especially in the following areas:
- Preparation of Financial Statements for larger clients, including entities such as nonprofit organisations, partnerships and trusts.
- Tax Return preparation, include provisional tax and use of money interest calculations and the checking of complicated assessments.
- Preparation of correspondence for clients.
- Interaction with clients including, telephone calls request information and discuss basic queries.
- Preparation of GST Returns.
- A basic knowledge of payroll preparation is attained including how to calculate payments to employees.
- Preparation of management reports.
YEAR THREE:
For Year Three graduates we would expect them to have developed a maturity to deal with client issues with relatively infrequent input from their manager or partner and to have taken responsibility for a number of smaller clients, including:
- Attending meetings between client and partner to review financial performance, taxation and other issues.
- Preparation of management reports, GST Returns and wages or similar at client premises without partner input.
- Preparation of management reports or assisting clients in preparing their own reports using the client's software. Involving an understanding of how financial reports are prepared and being able to use other accounting software.
- In addition to preparing Tax Returns an awareness of Provisional Tax issues such as income fluctuations for estimation, voluntary uplifting of payments, calculating family support and being aware of tax issues when reviewing transactions.
- Involvement with invoicing of clients including calculating the amount to be invoiced and justifying any write off.
- Supervision of junior team members on client work with which they are familiar. Responsibility is expected for the team member's work that they have supervised.
What's In It For You
Benefits
- Become part of our dynamic young team
- No boring audits!
- Car parks available on site
- Begin developing your own client base with the support you need
- Fantastic opportunities to progress as far as you want to go
- Time off for study - we are an approved training organisation
- Low director to staff ratio - providing you with a great one-on-one learning experience
Culture
A social atmosphere most accountants would die for- As much caffeine as your body can handle from our espresso machine
- Great premises in the heart of Wellington's entertainment centre
- Firm support and funding for a wide range of sports teams
- Exciting monthly mystery events
- Office Fooseball
- Awesome annual Christmas parties (day in the Marlborough Sounds anyone?)
We Do Things a Little Different
The process begins with the presentation in mid May each year with a function at our offices in Wellington.
This presentation includes a brief presentation from the partners and a recent grad who has been there, done that.
Then student meet the young team over refreshments. If you're interested in a position with us, it is CRITICAL that you attend this function as our whole team decides who we will interview after meeting you.
Only in exceptional circumstances will you be considered without attending this presentation!
Note form the outset that at Curtis Mclean your personality is more important to us than your marks!!!
