All Inclusive Tax Inventory

Tax Skills Inventory

Welcome!

This form should take less than 10 minutes to complete. Information provided will better match you to current and future career opportunities that Jody Davis and Associates have to offer.

This information will be kept confidential and will not be shared with employers without your prior consent.

Thank you so very much for your participation!

General Information

* First Name

* Last Name

* Personal e-mail address:

Cell Phone Number

Home Phone Number

* Job Title

* Current Company (if unemployed, most recent)

* City

* State

* Would You Relocate? (Yes or No)

Current Base Salary

Bonus % OR Last Amount Paid

* Total Years in Tax

Minimum Base Salary Required

* Are You in an Active Job Search Now?

* Would you Consider a Temporary Position?

* Currently at a Public Accounting Firm (Yes or No)?

* What is the Primary Reason You Would Consider Leaving Your Current Employer?

* Your Recent Tax Experience (Last 2 Years) Includes
(check all that apply):

Company Information

* For the Past Two Years, my Business Clients or My Company's Annual Revenues Have Been Approximately (check all that apply):

* What Industry Are Your Current Clients or Current Company In (choose all that apply):

Publicly Traded versus Private Held

In Your Current Position, Indicate the Percentage of Time Spent Working With:
(Must add up to 100%)

	Publicly Traded (SEC) Companies
	Private Companies

0/100 points

* Degrees and Certifications

Domestic Tax Experience

Domestic Compliance: Preparation and Review
(in your current position)

Indicate the Percentage of Time Spent Working With:
(Must add up to 100%)

	Preparing Domestic Compliance
	Reviewing Domestic Compliance

0/100 points

Please Select Your Years of Experience In:
(complete all)

* Federal Compliance:

* Multi-State Compliance:

* State and Local Taxes:

* Transation Taxes (Sales & Use; VAT):

* Payroll Taxes:

* Expatriate / Inpatriate Taxes:

* Provision:

* M & A Projects:

* Tax Planning:

* Tax Research:

* Multi-State Filings

Approximately, How Many States Have You Recently (past two years) Filed In ?

International Tax Experience

Please Select Your Years of Experience In:
(complete all)

* International Compliance:

* Structuring and Restructuring:

* Crossborder M & A:

* International Provision:

* International Tax Research:

* International Tax Planning:

* Transfer Pricing:

* International Regions You Have Tax Experience With:

International versus Domestic (in your most recent position)

What Percentage of Time Do You Spend on Each
(Must add up to 100%)

	International
	Domestic

0/100 points

High Net Worth Individuals

Please Rate Your level of Expertise:
(complete all)

* Federal Compliance:

* State Compliance

* Trusts

* Estate Planning

* Tax Research

* Real Estate Transactions

* For the Past Two Years, my High Net Worth Clients' Annual Income Has Been (check all that apply):

Provision

Please Rate Your Level of Expertise:
(complete all)

* Data Collection:

* Data Entry into Provision Software:

* Prepare FIN 48 Documentation:

* Create Reports with Provision Software:

* Prepare Calculations:

* Perform Tax Contingency Reserve Analysis:

* Leader of Provision Projects:

* Prepare Income Tax Footnote Disclosure:

* Prepare Valuation Allowance Analysis:

* Review Provision:

Forms, Etc.

Please Rate Your Level of Expertise:
(complete all)

* Form 1120:

* Form 1120-F:

* Form 1118:

* Form 1042:

* Form 5471:

* Form 1040:

* Form 1065:

* Form 8858:

* Form 709:

* Schedule M:

* Extensions:

* Tax Adjustments:

* Estimated Tax Payments:

* Foreign Tax Credit Calculations:

* E & P Calculations:

* Subpart F:

Other:

Please List the Tax Software You Have Used (Top 5)

Overall Tax Experience

Please Rate Your Level of Expertise:
(complete all)

* Federal Compliance:

* International Compliance:

* Multi-State Compliance:

* Sales and Use Compliance:

* State and Local Compliance:

* VAT and Customs Compliance:

* M & A Compliance:

* Crossborder M & A:

* Provision:

* Tax Audits:

* Tax Research:

* Tax Planning:

* Structuring and Restructuring:

* Transfer Pricing:

* High Net Worth Individuals

* Expatriate / Inpatriate

Please Share Your Additional Comments / Feedback Here:

* Indicates Response Required

Bachelor's Degree in Accounting or Finance Related Field	Bachelor's Degree in non-Accounting or Finance Related Field
CPA	MBA
MST	JD
LLM	EA
None of the Above	Other