business tax representative interview questions

Tax Compliance Representative Interview Questions
1 What is the key to success when communicating with the public.
11 Name a time when your patience was tested. How did you keep your emotions in check?
12 Tell me about a time when you developed your own way of doing things or were self-motivated to finish an important task.

Business Development Representative Interview Questions and Answer Examples

6 Tax Preparer Interview Questions and Answers

What credentials do you have that qualify you as a tax preparer?

Someone who has experience preparing taxes provides your company with a great asset. They have completed the state’s minimum requirements for the position and are familiar with tax laws. You want a candidate who is interested in continuing their education and who stays abreast of the latest tax regulations and codes. They may have completed formal training through a community college or other local program. What to look for in an answer:

  • Experience preparing tax returns for consumers and businesses
  • At least a high school diploma
  • Ability to meet the state’s certification or licensing requirements

How would you assist a client who has overdue tax payments?

Someone who has years of experience managing tax returns has set up payment arrangements for clients previously. They identify the best ways to settle a debt and prevent more serious repercussions for your business. You want a candidate who takes a more proactive approach when you owe money to the IRS. Someone who anticipates future tax implications and sets up a plan to prevent penalties will benefit your organization. What to look for in an answer:

  • Experience setting up installment plans and settlements
  • Understanding of the legal ramifications of tax liens
  • Desire to help clients avoid additional costs

Why do you believe it is vital for consumers and businesses to maintain tax records for at least the last 10 years?

Someone who has completed tax assessments and managed investigations knows where to find problems. They research tax records to find discrepancies that lead to charges of tax evasion and unethical practices of previous CPAs or preparation services. You want a preparer who is familiar with codes and laws that could work against your company. What to look for in an answer:

  • Experience participating in a tax audit
  • Ability to research tax trends that maximize tax refunds
  • Advice to help taxpayers prepare for the following tax year

What tax deductions would you recommend for a small business owner?

Someone who has prepared tax returns for a more modest company will assess how the owner uses their profits and operates their business. They know what deductions are legal to maximize the client’s refund. You want a candidate who researches expenses and helps taxpayers use all options available to them in order to reduce their tax implications. What to look for in an answer:

  • Experience identifying deductions for taxpayers
  • Understanding of how home-based or sole proprietor businesses operate
  • Familiarity with all applicable tax codes

We want to increase our client base. What would your strategy be to do so?

A tax preparer can significantly contribute to building a company’s client base. This question can be used to evaluate a candidate’s knowledge of customer expectations for this position . An ideal tax preparer candidate can clearly articulate a viable strategy for bringing more customers into the firm.

A candidate’s answer should emphasize:

  • Strategy, communication and leadership skills
  • Ability to address customer expectations via strategy
  • Evidence of suitability for a long-term position

An example answer to this question could look like this:

Do you recommend that all married couples file their income tax returns together and why?

Someone who knows how to maximize tax refunds knows that the filing status determines if the taxpayer qualifies for earned income credit and additional deductions. They review options for clients that reduce tax payments and allow the filer to decrease their gross adjusted income if possible. Look for a tax preparer candidate who understands the nuances of tax law and knows that no tax approach is one-size-fits-all. What to look for in an answer:

  • Experience filing different types of tax returns
  • Ability to identify the best solution for all clients
  • Committment to ensure that all tax laws are followed

One good way to find out about the department is to try to “informally” interview the existing employees over coffee (outside of the office) if possible. Its hard if you dont have any connections there, but if you do a great way to learn about it. Other than that, its often hard to learn about the department so you can turn the table back on them by asking questions to learn about it.

Of course youre a team player – who isnt. But a simple yes probably isnt the response the interviewer is looking for. Be ready to provide specific example of how youve worked as part of a cohesive team to get things accomplished and how youve focus on team performance rather than individual performance. Make sure not to brag as this will make it appear as that youre more concerned about your own performance and accomplishments than those of the team.

Sticking to the rules by yourself, working hard and not mind participating on basic tasks is a good answer.

Failure happens. Its a part of life. The key is understanding that you cant be perfect at everything and more importantly youre going to learn from failures to come out stronger.

Ive always been motivated by the challenge – in my last role, I was responsible for training our new recruits and having a 100% success rate in passing scores. I know that this job is very fast-paced and Im more than up for the challenge. In fact, I thrive on it.

Under close supervision of the Business Taxes Administrator (BTA) I, the Business Taxes Representative (BTR) is assigned cases by terminal digit and/or other means on active, closed, and revoked sales and use tax accounts up to but not limited to $50,000. (In general, accounts over that amount are assigned to the specialist.) The BTR must keep the supervisor informed of complex issues on assigned cases. The accounts are worked from the office by telephone and/or mail using an inside collection program. When necessary and warranted, field calls will be made to the business location and/or other locations. Work is performed by use of a personal computer in accessing the individual’s caseload. Actions taken are initiated and recorded on the personal computer, as are the case notes. Performs other job related duties as required.

It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date:

A completed state application (STD. 678) and any documents list under “Required Application Documents” must be submitted with your application package. Applicants who are relying on additional documentation (e.g. transcripts, copy of degrees, certifications, licenses, etc.) in order to prove that they meet the minimum qualifications listed in the Classification Specification (located on the right under “Additional Documentation) must submit those documents with their application package. Failure to submit these documents may result in your application being disqualified.

The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

FAQ

How do you answer why do you want to be a representative?

How to answer, “Why do you want to be a brand representative?”
  1. Reflect on your favorite aspects of the position. The best way to answer this question is honestly. …
  2. Think about your future goals. …
  3. Examine how your personality makes you a good brand representative. …
  4. Organize your top points. …
  5. Deliver a meaningful answer.

How do I prepare for an account representative interview?

Account Representative Interview Questions
  1. Can you provide an example of how you promoted a product to an account that was not too interested initially? …
  2. How much of your time is spent on preventing proverbial fires from happening? …
  3. What sets you apart from other account representatives your clients engage with?

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