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Lane Gorman Trubitt Interview
Questions

27 Questions and Answers by Ryan Brunner

Published September 27th, 2019 | Ryan has over 10 years of experience interviewing
candidates in the healthcare, public service, and private manufacturing/distribution industries.
Question 1 of 27
We value accountability at Lane Gorman Trubitt. If a customer sent a formal complaint about an interaction with you, how would you handle it?
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How to Answer
Assure the interviewer that you are a person of integrity who will take responsibility for any shortcomings in the workplace. Briefly explain to the interviewer that you will handle Lane Gorman Trubitt customers with great care.
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1.
We value accountability at Lane Gorman Trubitt. If a customer sent a formal complaint about an interaction with you, how would you handle it?
Assure the interviewer that you are a person of integrity who will take responsibility for any shortcomings in the workplace. Briefly explain to the interviewer that you will handle Lane Gorman Trubitt customers with great care.

Ryan's Answer #1
"I understand that Lane Gorman Trubitt has put a lot of work into building these long-term client relationships. If one of your clients complained about my communication with them, I would take full responsibility for my actions and issue an apology. I would also be open to feedback to avoid future incidences. Rest assured, in my 15 years of employment, I have not had any clients complain to my employer about my work ethic or delivery of service."
Ryan's Answer #2
"Constructive feedback is difficult to swallow at times, but it's helpful for me to remember that everyone receives constructive feedback from time to time. I will always do what is required of me to renew a client relationship."
2.
As a consultant here at Lane Gorman Trubitt, you will have the opportunity to work with many accounting departments on tax filing for their business. When called upon, how would you go about verifying the accuracy of an accounting department?
No matter the size of the business and their accounting department, human error can lead to costly mistakes down the road if accuracy is not verified on the financial statements and books of a company that you would be consulting in this role. In your answer, talk specifically about your methods for verifying data entry and make it clear to your interviewer that this a step that you do not take lightly or overlook.

Ryan's Answer #1
"In any tax consulting project, data verification and sampling is of utmost importance to me and a step I would ensure happens with every client here at Lane Gorman Trubitt. Depending on the accounting and finance department's books and how they are kept, my data verification could be as simple as printing documents and verifying samples against filed information or running the data verification through a program. I have extensive experience running both methods of data verification and wouldn't hesitate to use either with the clients here."
Ryan's Answer #2
"I fully realize that my work in advising businesses on their tax filings comes down to verifying their income statements, balance sheet and cash flow statements. To verify, I would have to work with leaders in reconciling their financial statements with bank records, credit card statement, invoices, receipts and any other documents that show physical proof on financial statements. Realizing that this can sometimes be a difficult task with businesses that don't keep accurate records, have segregated finance departments or multiple physical locations, I would leave no stone unturned in this initial verification process with your clients."
3.
What key skills can your bring to the clients of Lane Gorman Trubitt in administering their trusts and estates?
As your career in finance and trusts/estates has prepared you to have the hard skills necessary in the legal and financial sides of business, your soft skills like negotiation and communication are equally important to the work that you do and what you can bring to the team at Lane Gorman Trubitt. Prior to your interview, try distinguish yourself by talking about your unique skills that you possess that will greatly benefit the clients you work with on the administration of trusts and estates.

Ryan's Answer #1
"I would say the biggest set of skills that I would bring to the team here at Lane Gorman Trubitt is my experience working for a large legal firm on the administration of trusts for clients. On the financial side, I was tasked with handling total values of estates. This, paired with my knowledge of the legal aspect of trusts and estates, would greatly benefit your clients if I was hired for this position."
Ryan's Answer #2
"If hired for this position, you'll find out quickly that my two greatest skills are my communication style and my ability to problem solve independently. Having worked in the administration of trusts for many high profile clients in my past work history, communicating with clients during the creation of a trust and with beneficiaries down the road. I have the ability to cater my communication to difficult situations and take an empathetic approach at all times. For my problem solving, my work experience to this point has put me in a wide variety of situations where I am comfortable troubleshooting issues with clients without the need for my boss to intervene."
4.
As a consultant here at Lane Gorman Trubitt, helping our clients set growth strategies through both short-term and long-term goals is important. Give an example of a time that you set both short and long-term goals for a growth strategy.
An effective growth strategy has a long-term plan, but the success of the long-term plan is reliant on short-term, tiered goals that help build towards the long-term goals of the plan. In your answer, explain that you know the importance of goal setting and the fact that short-term goals are important in the process. Then, discuss a time where you developed and met goals when helping an organization move toward strategic success.

Ryan's Answer #1
"A couple of years ago, I helped a healthcare organization on the west coast develop a growth plan that entailed building one new hospital and three new clinic locations over the course of five years. As the liaison for the entire plan, I knew that goal was aggressive, yet very achievable, if the right short term goals were set. In working with high level leadership and then with specific department leaders, goals and timelines were set for obtaining funding, building permits, staffing plans and ribbon cutting from the start. Even to this day, I stay in contact with the leaders on a consultative basis to ensure that any hiccups in the short-term goals help meet the long-term goals. In the end, the success of a long-term goal is always reliant on many smaller short-term goals."
Ryan's Answer #2
"During my time in manufacturing, I've quickly learned the importance of both short-term and long-term goals in achieving growth goals over time. Hitting short-term goals leads to success in the long-term and I utilize both long and short-term goals when developing growth strategies. This is best shown with my current organization when we developed a fiscal growth strategy to increase overall revenue by 25% over the course of three years. We looked in many directions to help this, but our main focuses were in increased production and reduced waste. By casting such a wide net here, short term goals for each aspect of the project were vital to the end result of increasing by revenue by over 35% in that time frame. What a success!"
5.
At Lane Gorman Trubitt, our clients look to us to help find new and creative ways to save tax dollars. Have you ever had a unique situation where you helped an organization save tax dollars through your work and insight?
Lane Gorman Trubitt is a trusted advisor to their clients on their corporate and small business taxes and your potential work in this position will put you in a position to be creative with your clients. Prior to your interview, think of a time in your work history where you can demonstrate the situation for the organization and came up with a creative tax savings solution for them. Upon answering this question, make sure that your interviewer walks away from your time together knowing that you have the ability to create solutions for clients that make a real difference.

Ryan's Answer #1
"Last year, I was working with an upstart small business in New York that employed around 20 people. Hearing that a big burden for him was providing health care coverage, which he chose to do to hire and retain great staff, I educated him on the savings he could see in starting an HSA associated with a high deductible plan. In the end, this plan was a win for the owner to see a ton of tax savings and the employees benefited with a great plan where the business was contributing towards their HSA on a yearly basis."
Ryan's Answer #2
"When working with corporation on tax advising issues, I always walk through business expenditures with a fine toothed comb because how large expenditures are claimed can really make or break taxes for years to come. When working with a client a few years ago, I noticed that they were deducting full costs up front when the depreciation method would have worked out much better for them in their financial situation. The only thing it took to convince them was a simple educational meeting."
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