Atchley & Associates, LLP

• Become familiar with the Firm's policies and procedures
• Understand the rules, regulations, and code of professional conduct of the AICPA
• Possess an understanding of pertinent IRC sections and regulations
• Obtain a working knowledge of research techniques and various research sources available to the Firm
• Become proficient in preparing basic returns: Corporate, Partnership, Fiduciary, Individual, Estate & Gift Tax, and Not for Profit through proper preparation and organization of work papers.
• Most assignments will involve the preparation of tax returns and will therefore be compliance oriented.

Tax Staff

Controller

• Ensure compliance with Mechanics Lien Act, holdback requirements, payment processes, contract terms, and project closeouts
• Collaborate with the project management team to complete monthly management reviews and deliver accurate cost reports
• Prepare and present performance summaries and executive-level project progress reports to leadership
• Develop and monitor project budgets, forecasts, and financial plans, ensuring project expenditures align with financial guidelines and goals
• Manage cost and profitability reporting for projects, ensuring alignment with key performance metrics
• Guide the team in preparing LEMs, invoices, and progress claims, ensuring adherence to approval processes and contract terms
• Provide timely and accurate financial reports and information to the Project Management & Operations teams as required
• Investigate financial anomalies and inquiries, providing interpretation and resolution as necessary

Tax Staff

Project Controller