Tax Preparer Test

Tax preparer tests are designed to help employers identify candidates with the skills essential to working as this particular type of financial specialist.

  • What is a tax preparer test?

    A tax preparer is an essential accounting function for any large or small business. They ensure that business is compliant with tax rules, paying on time, and most crucially, not paying too much or too little.

    A tax preparer test is used to assess whether a candidate for that role has the necessary core and soft skills to succeed. Employers can use this test in the early stages of the hiring process to ensure they proceed with the most skilled applicants.

    Each candidate is evaluated by a series of multiple-choice questions. The tax preparer test measures an individual's numerical, logical, and verbal reasoning skills, as well as their ability to assess, digest, and communicate financial information.

    A high score on this test suggests a candidate would be able to confidently and accurately process financial data, making them an effective member of the accounting team.

About the Tax Preparer Test

A tax preparer is responsible for ensuring accurate financial data is transferred between a client and their country's governing body, such as HMRC or the IRS. They prepare and file companies' tax returns and audits to ensure they are compliant with the law. However, their role is dependent on an individual's qualification and position within a wider accounting business function.

This test assesses whether candidates for a tax preparer role possess the required level of numeracy skills, logical reasoning, and attention to detail to be successful.

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  • Why should you use a tax preparer test for recruiting?

    Naturally, you want to shortlist the most suitable candidates for your tax preparer position. But differentiating between applicants based on their resume alone can seem impossible, particularly as many of them will boast a similar level of experience.

    A tax preparer test removes this challenge and gives employers the ability to distribute skills tests to large numbers of candidates and receive comparative data to analyse. The results will give a clear and unbiased insight into how well suited each candidate is, creating a streamlined hiring process.

    The test will highlight how adept a candidate is with essential skills required of a tax preparer, such as having an outstanding numerical aptitude and diverse reasoning ability to troubleshoot complex financial issues. It will also measure their computer and financial system skills, applied mathematics, strongest communication styles, and general accounting literacy.

    Applicants that meet the requirements of the role can be shortlisted, while those who do not display the necessary skills can be removed.

    A tax preparer test could be useful for the following roles:

    • Bookkeeper
    • Accountant
    • Financial Accountant
    • Financial Manager
    • Management Accountant
    • Tax Manager
    • Tax Accountant
    • Payroll Assistant
    • Accounting Clerk
Picked Sample Report

View a sample report

Results for the Tax Preparer Test along with other assessments the candidate takes will be compiled to produce a candidate report. The report is automatically generated and available both online and as a downloadable pdf so they can be shared with other team members and employees alike.

How our test assesses tax preparer skills

Candidates will need to answer a range of questions that measure industry-specific technical skills where applicable (e.g. Microsoft Excel), soft skills (e.g. interpersonal), aptitude (e.g. numerical reasoning) and relevant personality dimensions (e.g. detail orientation). The results present a holistic view of how well suited each candidate is for the job at hand, using a data-driven approach.

The format varies by type of question, including multiple-choice for aptitude and technical skills, situational judgement for soft skills and agreement on a Likert scale for the personality dimensions. This approach ensures candidates are being assessed in an accurate and fair manner, and that results reflect the true underlying qualities of each candidate.

The characteristics, abilities and knowledge necessary to be a tax preparer were identified using the US Department of Labor's comprehensive O*NET database. O*NET is the leading source of occupational information that is constantly updated by collecting data from employees in specific job roles.

During the development process, test questions were rigorously analysed to maximise reliability and validity in line with industry best practices. They were created by our team of I/O psychologists and psychometricians – who collaborated with subject-matter-experts – and field-tested with a representative sample of job applicants who have varying experience, just like you might find in a talent pool.

Each test is reviewed by a panel of individuals representing diverse backgrounds to check for any sensitivity, fairness, face validity and accessibility issues. This ensures each candidate has a fair chance of demonstrating their true level of expertise.

Our tax preparer test is monitored to ensure it is up-to-date and optimised for performance.

Validated

Predictor of job success

Picked provides evidence-based recommendations for tests to use for over 750 jobs. Our recommendation engine leverages data from the Occupational Information Network (O*NET) developed by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA).

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    Fully accredited

    All our Tax Preparer tests are written by accredited psychologists and fully validated.

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    For all levels

    We offer Tax Preparer tests for all levels so you can assess all roles within your organisation.

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    Candidate comparison

    Simple, easy-to-use candidate comparison reports mean you don’t need to be a psychologist to interpret them.

“We used Picked as part of our Finance Graduate Scheme recruitment and it was just what we needed – really simple to send candidates the link to complete and clear to see how they all compared. And great value for money!”
Christina, HR Director, Cancer Research, UK
Christina, HR Director, Cancer Research, UK
Tax Preparer Test expert

Written by a Tax Preparer Test expert

Our team of assessment experts is made up of I/O psychologists and psychometricians who are dedicated to making all of our tests as reliable, valid and fair as possible. They strictly adhere to best practices in the industry and stay on top of the latest innovations to ensure job candidates’ unique profiles of characteristics, abilities and knowledge are being measured accurately while minimising bias. They leverage decades of research and advanced predictive analytics to build assessments that link to outcomes that matter, such as job performance, turnover, engagement, culture fit and more.

“Personality profiling allowed us to perform lookalike modelling of our most successful employees and use this as a blueprint for new hires.”
Nick, HR Operations, Airbus, Spain
Nick, HR Operations, Airbus, Spain

FAQs

What are the key skills for a tax preparer?

Critical skills required to be successful in a tax preparer role include:

  • Mathematical ability
  • Strong logical and deductive reasoning
  • The ability to use accounting systems
  • Excellent knowledge of financial compliance rules and regulations
  • Organised, with sharp time management skills
  • Good verbal and written communication
What other tests should you use to recruit a tax preparer?

The tax preparer test could be combined with a personality assessment, or numerical reasoning and abstract reasoning test, for further insight into a candidate's quality and skill.

What is the cost for Picked's tax preparer test?

Picked operates on a monthly or annual subscription basis. We have several plans to suit your hiring needs, which you can check out here. Alternatively, you can get in touch with us to discuss a custom plan.

Can I get a free trial?

Yes, simply sign up (no credit card is required) and we'll give you unlimited access for seven days. Create as many jobs and test as many candidates as you want; you won't be charged a penny.

“Focusing on data reduced the subjective decision making from our hiring process and allowed us to reduce bias and make better hiring decisions.”
Izzie, Head of HR, iZettle, Sweden
Izzie, Head of HR, iZettle, Sweden

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