Tax Advisor Interview Questions

199 tax advisor interview questions shared by candidates

They asked about tax regulations and rules. The questions included, 'How would I handle a tax return if a client has X and Y circumstances?' and 'How do you process tax returns for construction workers?' They also asked if I would deduct lunch expenses during the day. I faced many questions about doing taxes for different clients and this is OK. But it was really difficult sitting in front of the two people, one of whom was the boss. She stared at me intensely, and I felt pressured and uncomfortable, which caused me a lot of stress.

Tax Advisor

Interviewed at Tax Calgary

Sep 26, 2025

They asked about tax regulations and rules. The questions included, 'How would I handle a tax return if a client has X and Y circumstances?' and 'How do you process tax returns for construction workers?' They also asked if I would deduct lunch expenses during the day. I faced many questions about doing taxes for different clients and this is OK. But it was really difficult sitting in front of the two people, one of whom was the boss. She stared at me intensely, and I felt pressured and uncomfortable, which caused me a lot of stress.

We experience high customer demand at varying times throughout tax season. You have just finished a call with a customer, 10 minutes past your shift, and immediately receive another customer call. The customer is upset that they may need to file an extension, so they have time to locate missing W-2s. They really do not want to extend. Please walk us through how you would handle this situation.
avatar

Turbo Tax Live Advisor

Interviewed at Intuit

4.1
Sep 23, 2024

We experience high customer demand at varying times throughout tax season. You have just finished a call with a customer, 10 minutes past your shift, and immediately receive another customer call. The customer is upset that they may need to file an extension, so they have time to locate missing W-2s. They really do not want to extend. Please walk us through how you would handle this situation.

Fernando and Eliza live in Texas and paid sales tax for clothes, household items, a new boat and medical expenses. They didn't keep track of how much they paid in sales tax and will not be able to claim the itemized deduction for sales tax on their TY23 return. (True or False)
avatar

Turbo Tax Live Advisor

Interviewed at Intuit

4.1
Sep 23, 2024

Fernando and Eliza live in Texas and paid sales tax for clothes, household items, a new boat and medical expenses. They didn't keep track of how much they paid in sales tax and will not be able to claim the itemized deduction for sales tax on their TY23 return. (True or False)

Describe a time when you faced a challenge in gathering information from a client, who is not only evasive in their responses, but has also become upset as you asked further clarifying questions. How did you handle it and what strategies did you use to ensure you received the necessary information? (Verbal)
avatar

Turbo Tax Live Advisor

Interviewed at Intuit

4.1
Sep 23, 2024

Describe a time when you faced a challenge in gathering information from a client, who is not only evasive in their responses, but has also become upset as you asked further clarifying questions. How did you handle it and what strategies did you use to ensure you received the necessary information? (Verbal)

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