Tax Assistant Interview Questions & Answers


Tax Assistants, usually working under the supervision of a Tax Manager or supervisor, provide support to an organization’s tax or accounting department. Their role is a combination of administrative assistance and accounting support. They must be able to run an office, as well as perform higher level functions, such as processing tax returns and maintaining databases.

Whether you're a job seeker preparing to be interviewed for the role of Tax Assistant or an employer preparing to interview candidates for Tax Assistant position, these Tax Assistant interview questions will help you prepare yourself for the job interview session.

Tax Assistant Interview Questions

Below are a list of some skill-based Tax Assistant interview questions.

  1. There is a discrepancy in a client’s tax return. How do you handle this?
  2. Are you familiar with the tax laws in this state and the federal government?
  3. As a tax assistant, what type of administrative support do you provide to the Tax Manager?
  4. What are some of the most important skills for a tax assistant to have?
  5. What is your experience using tax preparation software?
  6. Do you have experience preparing tax returns for clients with complex financial situations?
  7. Provide an example of a time when you identified a mistake made by a tax preparer and corrected it.
  8. If hired, what areas of tax preparation would you like to learn more about?
  9. What would you do if a client asked you a question about their tax return and you didn’t know the answer?
  10. When reviewing a previous year’s tax return, what steps do you take to ensure you accurately assess the client’s current situation?
  11. Describe your process for organizing and storing files related to clients’ tax returns.
  12. How do you stay up-to-date with your knowledge of tax laws and regulations?
  13. How well do you perform under pressure?
  14. What do you think is the most challenging part of being a tax assistant?
  15. Which tax software programs are you most familiar with?
  16. How proficient are you with Microsoft Word, Excel and PowerPoint?
  17. What makes you an ideal candidate for a tax assistant position?

Tax Assistant Interview Questions and Answers

Every interview is different and the questions may vary. However, there are lots of general questions that get asked at every interview.

Below are some common questions you'd expect during Tax Assistant interviews. Click on each question to see how to answer them.

  1. What is Your Salary Expectation?
  2. Tell Me About Yourself
  3. Are You a Leader or a Follower?
  4. Why Do You Want To Leave Your Current Job?
  5. What Is Your Greatest Accomplishment?
  6. What is Your Greatest Strength?
  7. What is Your Greatest Weakness?
  8. Why Should We Hire You?
  9. Do You Have Any Questions for Us?
  10. Why Do You Want This Job?