Tax Professionals Pre-Employment Testing

Tax Professional Pre-Employment Test Optimize HireTax offices use the Optimize Hire Pre-Employment Test to improve hiring decisions. The Optimize Hire Tax Pre-Employment Test is a 10-minute aptitude test designed to assess which tax professional job applicants will perform best in tax professional jobs. The Tax Pre-Employment Test does not measure tax knowledge, but instead measures 9 traits including Cognitive AbilityPersonality, and Motivation to help tax practices hire hard-working, reliable employees. Optimize Hire helps organizations fill the following positions in the tax preparation industry: tax professionals, accountants, bookkeepers, office staff, and mangers.

Assess Applicants Now

  1. Click here to assess your applicants now
  2. Assess an unlimited number of job applicants
  3. See all of the test results


What’s Included

  • Customized online application page for your organization
  • Customized job descriptions
  • Tools to help you quickly post the job description online
  • Assess an unlimited number of job applicants
  • Online Applicant Tracking System to manage your job applicants
  • Structured interview guide that is tailored to each applicant
  • Pre-written emails (e.g. Rejection and Interview emails) to send to applicants
  • Step-by-step guide to hiring best practices

Case Study: Pre-Employment Tests Improve Tax Firms’ Performance

In a study of financial services employees, Drs. Sergio Román and Dawn Iacobucci found that employees with one type of Motivation generated higher sales, customer satisfaction of the product, and evaluations of the salesperson. The Optimize Hire Pre-Employment Test scores candidates on this key trait and 8 others to predict job performance:

Pre-Employment Test Revenue - Optimize Hire