Accounting Intake Form:

What Type of Accountant Are You Looking For? What Type of Accountant Are You Looking For?Junior AccountantAccountantCost AccountantStaff AccountantTax AccountantCertified Public AccountantI Need Help Figuring That OutOther

If Other, What Type of Accountant Are You Looking For?

Will This Position Be In-Person, Hybrid, or Remote? Will This Position Be In-Person, Hybrid, or Remote?In-PersonHybridFully Remote

What Zip Code Will This Person Be Working In?

Will This Position Involve Any Travel? Will This Position Involve Any Travel?YesNo

What Type of Education Will This Job Require? What Type of Education Will This Job Require? Bachelors Degree In Accounting or Related Field Associates Degree In Accounting or Related Field Bachelors Degree In Any Field OK CPA Licence Technical Degree Some College Relevant Work Experience OK Other

If OTHER, Please Describe The Required Education You Are Looking For...

What Level of Experience Are You Looking For? What Level of Experience Are You Looking For?Entry-LevelIntermediate (2-5 Years Experience)Advanced (Over 5 Years Experience)Management Level (5+ Years Experience + Management)C-Level or Above

Who Will This Position Directly Report To?

What Cost System Will They Be Working With? (If Any) What Cost System Will They Be Working With? (If Any) Standard Job Process Other

Cost Accounting Questions... Cost Accounting Questions... Will This Position Perform Variance Analysis? Will This Position Perform Overhead Rates? Will This Position Be Responsible For Physical Inventory?

What Types of Tax Returns Will Be Prepared? (If Any) What Types of Tax Returns Will Be Prepared? (If Any) Corporate Franchise Partnership Consolidated SUBS Multi-state Sales & Use Excise Payroll Property Other

How Many Returns Will Be Worked on At One Time? (If Any) How Many Returns Will Be Worked on At One Time? (If Any) One at a Time 2-3 at a Time 4 or More at a Time

Will This Position Require Working With A CPA Firm or Strictly In-House? Will This Position Require Working With A CPA Firm or Strictly In-House?CPA FirmIn-HouseBothNot Applicable

What Types of Audits Will Be Done With This Position? What Types of Audits Will Be Done With This Position? Internal Audits External Audits None

What Excel Skills Will Be Required For This Position? What Excel Skills Will Be Required For This Position? Creating visual representations of data Filtering information Managing pivot tables SUMIF Functions COUNTIF Functions VLookup (lookup_value, table_array, col_index_num) Macros Data Validation Other

What Accounting Software Experience Will Be Required For This Position? What Accounting Software Experience Will Be Required For This Position? Excel Quickbooks Sage SAP Xero

Please Include Other Details & Information Not Previously Entered (IF NEEDED)...

If Yes, Please Describe The Traveling Requirements of This Position...