20 Liberty Tax Service Interview Questions and Answers

When it comes to tax preparation, Liberty Tax Service is one of the most well-known and respected names in the industry. If you’re hoping to land a job with this company, you’ll need to be prepared to answer some specific interview questions about your experience and qualifications.

In this article, we’ll give you a rundown of some of the most common Liberty Tax Service interview questions, so you can go into your meeting feeling confident and ready to impress.

Liberty Tax Service Interview Process

The interview process at Liberty Tax Service is generally pretty simple and straightforward. For most positions, you will first need to attend a training session which covers tax law review and Liberty Tax software training. After successfully completing the training session, you will then be offered a part-time or seasonal position. In some cases, you may be interviewed by a manager before being hired. However, for most positions, the interview will simply consist of questions about your experience and background in tax preparation.

1. What is your experience with income tax preparation?

Liberty Tax is a tax preparation company, so it’s important that you have experience with income tax. Your answer should include your previous experience and how it relates to the job description.

Example: “I’ve been working as an accountant for five years now, but I also worked at my family’s accounting firm during college. My primary focus was on personal income taxes, which helped me develop a strong understanding of Liberty Tax’s services. I’m excited about this opportunity because I think I can use my knowledge to help clients plan their finances.”

2. Explain to me what the difference between a business deduction and an itemized personal deduction is.

This question is a great way to test your knowledge of tax law and regulations. It also shows the interviewer that you understand how taxes work in general, which can be important for someone who works with clients on their taxes. In your answer, try to explain what each term means and give an example of when it might apply.

Example: “A business deduction is something that reduces the amount of taxable income a company has. For instance, if I worked at a coffee shop and my employer gave me a $50 gift card as a holiday bonus, that would be considered a business deduction because it reduced the amount of money the company had to pay in taxes. An itemized personal deduction is something that reduces the amount of taxable income a person has. If I bought a new computer for my home office last year, that would have been an itemized personal deduction.”

3. You will be required to work some long hours during peak season, are you comfortable working overtime?

Liberty Tax is a seasonal business that experiences high demand during tax season. Employers ask this question to ensure you are comfortable with the long hours and overtime required of employees during peak season. In your answer, explain how you plan to manage working long hours and any strategies you have for staying focused and productive throughout the workday.

Example: “I am very committed to my career and would be happy to work extra hours if it meant helping Liberty Tax prepare more returns in a shorter amount of time. I know that working long hours can be challenging, so I plan to use some of my downtime to take short breaks and refresh myself. I also plan to stay focused on the task at hand by listening to music or podcasts while I work.”

4. How would you approach dealing with difficult clients?

Liberty Tax is a customer-focused company, so it’s important that you can interact with customers in a positive way. Your answer should show the interviewer that you have the skills to handle difficult situations and remain calm while doing so.

Example: “I would first try to understand why they are upset or frustrated. I find that most people are just looking for an explanation of what happened or how something works. If they’re still unhappy after I’ve explained things, I will offer them a refund or discount on their next visit. This usually makes them happy again.”

5. Tell us about your previous experience in customer service.

Liberty Tax is a customer-focused company, so it’s important to show that you have experience in this area. If you don’t have any previous experience, explain what you would do if faced with a challenging customer.

Example: “I’ve worked as a cashier at my local grocery store for the past three years and I also volunteered at an animal shelter over the summer. Both of these positions required me to interact with customers on a regular basis, which helped me develop strong communication skills. In my volunteer position, I was responsible for answering questions from visitors about our animals and helping them find the right pet for their family.”

6. Do you have any experience using a CRM system like Salesforce?

Liberty Tax uses a CRM system called Salesforce to keep track of customer information, sales and other important data. The interviewer may ask this question to see if you have experience using similar systems in the past. If you do, share your experience with the interviewer. If you don’t, explain that you’re willing to learn how to use it.

Example: “I’ve used a CRM system like Salesforce before at my previous job. I found it helpful for keeping track of all of our clients’ information and their interactions with us. It helped me provide better service to our customers because I could access their information quickly.”

7. Liberty Tax Service has several different types of training programs available for our employees, which ones do you think would benefit you the most?

This question is your opportunity to show the interviewer that you have done some research on Liberty Tax Service and are familiar with its training programs. It’s also an opportunity for you to demonstrate your commitment to professional development by explaining which program you would enroll in if offered a job.

Example: “I’ve heard great things about Liberty Tax’s leadership training, so I think it would be beneficial to me as someone who wants to advance my career within this company. I’m also interested in learning more about how Liberty Tax uses technology to improve customer service and streamline processes.”

8. What was the biggest mistake you ever made as a tax preparer?

This question is designed to give the interviewer insight into your character and how you learn from mistakes. It’s important to answer honestly, but also show that you learned from the experience.

Example: “The biggest mistake I ever made as a tax preparer was not asking for help when I needed it. One year, I had an especially complicated client who required more time than usual to complete their taxes. I stayed late every night until they were finished, which caused me to miss my daughter’s school play. After that, I started delegating work to other employees so I could take care of myself first.”

9. What is your opinion on the current state of taxation in the US?

Liberty Tax is a tax preparation company that offers services to clients across the country. As such, it’s important for employees to have an opinion on the current state of taxation in the US and how they can help their clients navigate the system.

Example: “I believe that the current state of taxation in the US is too complicated. I would like to see more transparency in the process so that taxpayers know exactly what they’re paying for. Liberty Tax has always been committed to providing excellent service to its customers, which is why we offer free advice to our clients about ways to reduce their tax burden.”

10. Why should we hire you over someone else who may have more experience than you?

Employers ask this question to see if you have confidence in your abilities. They want to know that you’re willing to learn and grow with the company. When answering, be honest about what makes you a good candidate for the job. Explain why you are excited about working at Liberty Tax and how you can contribute to the team.

Example: “I am eager to work here because I love helping people. I feel like my communication skills and customer service experience make me an excellent candidate for this position. I also understand that tax preparation is more than just math. It’s important to connect with clients and help them understand their financial situation. I believe I would be a great addition to the team.”

11. Describe a time when you had to deal with a client that was not satisfied with their return. How did you handle it?

Liberty Tax is looking for employees who can handle customer complaints and work to resolve them. This question helps the interviewer determine how you would respond to a client complaint and whether you have experience doing so.

Example: “I once had a client come in after they filed their taxes, claiming that Liberty Tax made an error on their return. I reviewed their information and found that they did not include all of their income sources when filing. When I explained this to them, they were upset but understood why it happened. They resubmitted their tax returns with the missing information.”

12. Are you familiar with other tax planning companies such as H&R Block or Jackson Hewitt?

This question is a great way to see if you have experience with other tax preparation companies. If you do, it’s important to explain how your experiences at those companies helped prepare you for this interview and Liberty Tax specifically.

Example: “I worked as an accountant for H&R Block for three years before moving to Jackson Hewitt where I was promoted to manager after only two years. While working at both of these companies, I learned the importance of customer service and building relationships with clients. These skills are what led me to apply for this position.”

13. We want all of our employees to interact with each other, how well do you work as part of a team?

Liberty Tax wants to know that you can work well with others. They want their employees to be able to communicate and collaborate effectively, so they ask this question to see if you have those skills. When answering this question, show the interviewer that you are a team player who is willing to help your coworkers when needed.

Example: “I am very comfortable working as part of a team. I enjoy collaborating with my coworkers to find solutions to problems or challenges we may face. In fact, I think it’s important for all Liberty Tax employees to feel comfortable asking each other questions about tax preparation. It helps us learn from one another and grow our knowledge.”

14. Have you ever worked in customer relations before?

Liberty Tax is a customer-focused company, so it’s important that you have experience working with customers. If you don’t have any previous experience in this field, explain how you would approach the role and what skills you possess that will help you succeed.

Example: “I’ve never worked specifically in customer relations before, but I do have plenty of experience interacting with customers. In my last position as an accountant, I was responsible for answering questions about tax laws and filing procedures. I also had to interact with clients on a regular basis, which helped me develop strong communication skills.”

15. If a co-worker asked you for help but you were busy, how would you respond?

Liberty Tax is a team-oriented company, so it’s important to show that you can work well with others. When answering this question, try to emphasize your willingness to help others and your ability to multitask.

Example: “If I was working on something important but my co-worker needed assistance, I would politely ask how long they needed my help for. If it wasn’t too long, I would offer to help them right away. If it was going to take longer, I would let them know I could help them in 15 minutes or so. This way, I’m being helpful while also making sure I get the most out of my time.”

16. Do you feel comfortable around money?

This question is a good way to assess your comfort level with handling money and financial transactions. Liberty Tax wants employees who are comfortable working with cash, checks and credit cards. Your answer should show that you have experience in this area.

Example: “I’ve worked as a bank teller for the past five years, so I’m very comfortable around money. In my previous role, I was responsible for counting out change and making sure customers had enough money to make their purchases. I also helped customers deposit checks and withdraw funds from their accounts.”

17. How much do you know about our company?

This question is a great way to test your research skills and show the interviewer that you’re serious about this job. Before your interview, read through the company’s website and social media accounts to learn more about their mission statement, values and goals. You can also look up any news articles or press releases to see what Liberty Tax has been doing recently.

Example: “I’ve looked at your website quite a bit in preparation for this interview, and I’m impressed with all of the services you offer. Your company seems like it really cares about its customers, which is something I value highly as a customer service professional. I also saw on your blog that you have an annual charity drive where employees are encouraged to donate to a cause they care about. That’s so inspiring.”

18. Are there certain aspects of tax preparation that you find particularly challenging?

Liberty Tax is looking for candidates who can handle the challenges of tax preparation. They want to know that you have experience with complex returns and how you overcame any difficulties.

Example: “I find it challenging when a client has multiple sources of income, such as rental properties or investments. I’ve had clients in the past where I needed to file additional forms because they were receiving money from more than one source. It’s important to be thorough when filing these types of returns so that the IRS doesn’t question them later on.”

19. Give me an example of a time where you found a creative solution to a problem.

Liberty Tax is looking for employees who can think outside the box and find solutions to problems. This question helps employers understand your problem-solving skills and how you might apply them in this role.

Example: “At my previous job, I was responsible for managing a team of tax preparers. One day, one of our tax preparers called out sick. We were already busy with clients, so we didn’t have time to hire someone new. Instead, I asked another tax preparer if she would be willing to work overtime that week. She agreed, and we worked together to ensure all of our clients received excellent service.”

20. In what ways do you think taxes could be improved?

This question is an opportunity to show your knowledge of the tax system and how you can improve it. You should answer this question by explaining what you would change about taxes, but also why you think those changes would be beneficial.

Example: “I believe that if we could simplify the tax code, it would make filing much easier for taxpayers. I would like to see a flat tax rate where everyone pays the same percentage of their income in taxes regardless of their income level. This would eliminate many deductions and credits, which would reduce the complexity of filing taxes.”