Tax expert Interview Questions | Glassdoor

Tax expert Interview Questions


tax expert interview questions shared by candidates

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Jamie is filing as single and has the following expenses for 2018: $9,250 mortgage interest, $10,350 state/local income taxes and real estate taxes, $500 charitable donations, $2,000 unreimbursed employee expenses. How much will Jamie’s federal itemized deductions total?

2 Answers

John and Peggy got married during the tax year. John has unpaid student loans that will cause their refund to be offset. Both worked and had equal amounts withheld in federal taxes for the year. Is there any way to keep Peggy’s portion of the refund from being offset?

Interesting Questions.

How would you solve a situation where a customer was agitated on the phone?

1 Answer

I can't log into turbo tax can you assist me?

1 Answer

I was not prepared to be asked to work nights and weekends. They were only looking to fill shift work. It makes perfect sense that individuals prepare their taxes when they aren't working so call volumes would be highest during nights and weekends, but ads did not provide any indication that they were looking for night and weekend help.

1 Answer

Erik took a $5,000 distribution from his ROTH IRA to pay for a vacation to celebrate his 40th birthday. Since he opened the account 10 years ago, he has contributed $28,500. Will he have to pay any taxes on this distribution?

1 Answer

Technical questions testing ability to research tax questions and prepare responses, which is a simulation of the actual job.

What experience has prepared you for this position.

They asked about income tax; home office, probably this year they'll ask about section 199, a few tax questions. Then the normal interview type questions but relaxed - not too stressful.

Why are you a good fit for this role?

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