5 tips to hiring the right person for your tax office

Updated: Aug 1, 2018


Are you hiring the right person for the right position

There are a few things you can do or look for to make sure you are hiring the right person for your team.


  1. Check out their social media page. Social media is a great way to tell about the character and social life of the person you are considering for hire. It will show you how he or she engage with their followers, how the person communicate with others, and how others view them. These are all important reasons why social media should be a factor when hiring for your tax office, because the person becomes a reflection of your brand. Now, we all know that we can't rely solely on social media but checking Instagram, Facebook, Linkedin, Twitter and Snap-chat will tell you a lot about the person. A picture is worth a thousand words.

  2. Perform a background check. Being able to ask the applicant if they can pass a background check will tell you a lot about the person. Pay attention to the body language, gesture, and tone of voice when asked this question. This is an important step to hiring the right person because you are ultimately responsible for the personal information of your clients.

  3. Check references. Of course, everyone is going to give you the person that can vouch for them, however, speaking with employers and ex-employee will tell you more than you think. Don't just rely upon the people they give you as a reference, find your own references.

  4. What do they have to offer. Most of the time you will get seasonal workers who are interested in pay only, but what do they have to offer. What skills do you need in order to run an efficient office? What are you lacking that this person can offer? Let the person tell you their value and why they would be a good fit for the position. They may just be better suited for another position.

  5. Look for skill sets based upon position. Oftentimes startup tax business owners, make the mistake of only hiring individuals who are you like them - good getter, great personality, and all the other special traits that a tax preparer must have in order to succeed in the industry. However, you should hire based upon positions, other, than tax preparer. Your company has more than one position. Although someone may not be able to get 100 people through the door, but do they have strong administrative skills. Can they work in the audit department? Can they be assigned to the customer service department or become the receptionist? Don't just look for one type of person, look for the right person for the right position.