Tax Advisor Interview Questions

199 tax advisor interview questions shared by candidates

After briefly asking about my work experience, the interviewer quickly shifted to questions about my current salary and the benefits I receive from my current employer. They then asked if I was amenable to working on-site, immediately after mentioning the shift schedule and office location. These questions were asked without any prior discussion of the job description, compensation, or benefits associated with the role I was applying for. The process felt premature and lacked transparency.
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Tax Advisor

Interviewed at MicroSourcing Incorporated

3.8
Oct 17, 2025

After briefly asking about my work experience, the interviewer quickly shifted to questions about my current salary and the benefits I receive from my current employer. They then asked if I was amenable to working on-site, immediately after mentioning the shift schedule and office location. These questions were asked without any prior discussion of the job description, compensation, or benefits associated with the role I was applying for. The process felt premature and lacked transparency.

Your customer has dependents who have Marketplace Health Insurance through their non-custodial parent. However, when they enter the 1095-A, their balance due increases drastically. Please research and refer to resources to explain this situation to your customer in your own words.
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Turbo Tax Live Advisor

Interviewed at Intuit

4.1
Sep 23, 2024

Your customer has dependents who have Marketplace Health Insurance through their non-custodial parent. However, when they enter the 1095-A, their balance due increases drastically. Please research and refer to resources to explain this situation to your customer in your own words.

Imagine you are assisting a customer using TurboTax Online. The customer encounters two challenges. First, they are unclear if they can claim their 19 year-old, first year college student as a dependent. Second, the customer states they are getting logged out when they try to enter any information. You have access to a comprehensive tax law reference tool, an internal software troubleshooting platform, and direct real time access to the technical team. Given these resources, please describe, in your own words, how you would proceed to simultaneously address the customer's tax question and resolve the software problem. Please include any specific steps you would take in diagnosing and troubleshooting the software problem and how you would apply the tax law knowledge to guide the customer.
avatar

Turbo Tax Live Advisor

Interviewed at Intuit

4.1
Sep 23, 2024

Imagine you are assisting a customer using TurboTax Online. The customer encounters two challenges. First, they are unclear if they can claim their 19 year-old, first year college student as a dependent. Second, the customer states they are getting logged out when they try to enter any information. You have access to a comprehensive tax law reference tool, an internal software troubleshooting platform, and direct real time access to the technical team. Given these resources, please describe, in your own words, how you would proceed to simultaneously address the customer's tax question and resolve the software problem. Please include any specific steps you would take in diagnosing and troubleshooting the software problem and how you would apply the tax law knowledge to guide the customer.

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