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Nexia International 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
What customer service skills would you be able to bring as a tax preparer for the clients here at Nexia International? Why is providing strong customer service important to you?
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How to Answer
Nexia International works hand in hand with businesses in their financial worlds and you as a consultant will be expected to provide great customer service to clients. In tax preparation, customer service comes in your ability to communicate and pay attention to detail to give the clients the best value and cost savings possible. For your answer, give your own personal touch to describe your customer service skills that you would bring to the team at Nexia International and don't hesitate to give any personal examples from your work history that demonstrate those skills.
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Top 25 Nexia International Interview Questions with Full Content
1.
What customer service skills would you be able to bring as a tax preparer for the clients here at Nexia International? Why is providing strong customer service important to you?
Nexia International works hand in hand with businesses in their financial worlds and you as a consultant will be expected to provide great customer service to clients. In tax preparation, customer service comes in your ability to communicate and pay attention to detail to give the clients the best value and cost savings possible. For your answer, give your own personal touch to describe your customer service skills that you would bring to the team at Nexia International and don't hesitate to give any personal examples from your work history that demonstrate those skills.

Ryan's Answer #1
"Working with companies on their finances is often a private and sensitive topic. Because of that, I take an active listening and educational approach with my clients by first laying out my goals for them and then hearing their thoughts to work towards a common goal. As in any job, communication is key to setting expectations for the work that I do and hearing what my clients expect from me. If you would contact any of my professional references, who are clients that I've worked with in the past, they won't hesitate to talk about my excellent customer service skills."
Ryan's Answer #2
"As a tax professional, my customer service starts with my expertise in areas where most clients are very under-educated. I take the time to educate my clients about my processes in preparing their taxes, what my expectations are from them to help in the process and what they can expect from me throughout our time in process together. The clients that I work with appreciate the education and setting of expectations because it helps us work together more wisely and efficiently as we lower their tax burden."
2.
In what ways would our clients here at Nexia International benefit from your knowledge and services?
This question is your chance to talk about the unique skills and knowledge that you would bring to Nexia International and that is exactly what your interviewer is looking to hear. In your answer, keep your focus centered on how clients of the organization will benefit from the things that you bring to their table because Nexia International is client focused in all that they do. To be effective with this answer, be sure to do your research on the clients at Nexia International and think about how your experience will be beneficial for them.

Ryan's Answer #1
"As you can see from my resume, I have extensive experience in risk management in the healthcare industry. Having worked with some major players in the industry, your healthcare clients would benefit the most from the experience and solutions I could help provide them. Not to leave other industries out, I think my experience in the healthcare realm will also translate nicely to your clients in other areas of the private sector."
Ryan's Answer #2
"Having worked in accounting and tax law in a few different industries during my career to this point, I also have the unique experience of creating new organizational policies and procedures in my current role. In hearing more about this role, I think this experience would be very beneficial for your clients as I would be helping advise them in their practices and creating new policy would be crucial in that process."
3.
What steps would you take in creating a new audit process for a client here at Nexia International?
When Nexia International is asked consult with an organization on their audit processes, you will be looked upon to be the expert in creating a solid auditing process for them. To get an idea of your knowledge and experience, your interviewer is asking you how you would go about creating a new process from scratch for an organization that you are consulting. While your discussion will certainly be high level without knowing much detail about the specific organization you are hypothetically working with, make sure that you hit the important aspects of creating an audit process.

Ryan's Answer #1
"If asked to consult with a new client on their audit process, my first goal would be to determine the overall purpose of the audit. I would have to ask questions about any regulating bodies for the industry and internal quality perspectives that would guide my work. Only when those questions are answered can I move forward with assembling an audit team, giving the team purpose and setting expectations for the new process. With this great start, my leadership skills in the audit process would take over and greatly benefit your clients here at Nexia International."
Ryan's Answer #2
"Any solid auditing process starts with great planning. Planning includes outlining the scope of the audit, clearly defining what data and information is required to successfully perform the audit and selecting a team of individuals to be a part of the audit process. If hired for this position, you can rest assured knowing that I have great experience in planning for and creating auditing processes across many businesses and industries."
4.
Being successful in the consulting industry requires adaptability and the ability to learn a business fast. What would be your approach to help you learn the ins and outs of a new client?
Nexia International contracts with businesses in different industries for their services and it is likely that your job would require you to learn the fine details of each business that you would work with. Demonstrate your ability to be flexible by giving examples of times you've had to do this during your career. As well, describe the approach that you would take to get the know the businesses you would be working with so you can apply your knowledge and expertise toward helping them.

Ryan's Answer #1
"As you can see from my resume, I've been in corporate training and education for over ten years. In my current role, I have to use similar techniques working with different departments to try and tailor programs that meet their specific needs. I feel that my current approach of hosting an intake meeting with leaders would be effective in a consulting role with external customers. The current intake meetings that I lead are an opportunity for me to ask questions and learn as much as I can about my customers. In turn, it is an opportunity for me to lay the groundwork for the project and set expectations. Do you see this as an effective approach for this role?"
Ryan's Answer #2
"Having worked in quality roles for most of my career in both the private and public sectors, I think my career experiences have shaped me well for this role. Transitioning to a consultative role would definitely be a transition for me and the biggest transition will be this need to work in many different industries. For me, researching clients, their business and their industry will be the first step to my approach in learning about them. I want to make a great first impression when I am face to face with a new client and that first impression starts with my knowledge. Then, my openness and ability to communicate would take over when I am working directly with clients. I know the right questions to ask for laying out quality initiative projects and I know the right things to educate clients on."
5.
How do you keep up to speed on changing trends and laws in the financial planning field?
In the ever changing world of financial planning, staying on top of both legal changes and improving trends in the field is extremely important to succeed in this role with Nexia International. Talk to your interviewer about any educational opportunities that you have taken part in recently and any journals/publications that you subscribe to that help you stay on top of your financial planning game.

Ryan's Answer #1
"Being a certified financial planner, I love having the opportunity to take continuing education credits to help me become better for my clients. Last year, I attended a two day estate planning course that really helped me develop some unique strategies for clients over the past couple of month. If hired for this position, you can be sure that I'd look forward to continuing me knowledge throughout my career and I'm always open to new suggestions from my employer."
Ryan's Answer #2
"Being an avid reader and lifelong learner, I subscribe to The Economist and Financial Advisor Magazine. Both publications have great content about large scale and small scale financial topics that impact the work that I do on a daily basis. I love to read before bed each night and I've found that things that I've learned in this 20 minutes each night was very beneficial to my clients."
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