Job Description

Posting Details

Job Title

Student - Tax Preparation & Client Experience Intern

Requisition Number

SE04295

Department Name

3J5SE: Student Employment

Work Location

Lexington, KY

On Campus/Off Campus

Off Campus

Salary Range

$14 - $16

Type of Position

Student

Position Time Status

Part-Time

Preferred Education/Experience

Prior experience in customer service, retail, call center, or office/administrative work Coursework in Accounting, Finance, Business, Economics, or a related field Familiarity with basic tax concepts (such as W-2s, refunds, and deductions), even from a personal finance or introductory class Experience working with spreadsheets or basic data entry (Excel, Google Sheets, etc.) Experience using multi line phones, appointment scheduling tools, or CRM-style systems Comfort speaking with a wide range of people, including families, small business owners, and first time tax clients Ability to stay calm, organized, and solution focused when the office is busy or clients are anxious Demonstrated reliability through previous jobs, campus leadership roles, or volunteer work Interest in careers related to tax, accounting, financial services, entrepreneurship, or client facing professional roles Bilingual or multilingual skills (especially Spanish/English)

Hours per Week

25

Job Summary

You must be a current UK student to apply for this position. This position is located off campus with a local Lexington employer and is not affiliated with UK.

We are seeking Tax Preparation & Client Experience Interns for the upcoming tax season. This internship is ideal for students who want to:

Learn how tax preparation actually works in the real world Provide top tier customer service to clients Build professional experience in a busy, client facing office You will split your time between assisting with tax preparation and delivering an excellent client experience at the front desk, over the phone, and during appointments.

Internship start: In person training in our Lexington, KY office during winter break, followed by part time, onsite hours during the spring semester and peak tax season.

Key Responsibilities :

Tax Preparation Support

Assist in preparing accurate federal and state income tax returns using our software and IRS guidelines Gather, organize, and review client documents for completeness and accuracy Enter data into tax software with strong attention to detail Help follow up with clients on missing or additional information

Client Experience and Customer Service

Greet every client by name and create a welcoming, professional first impression Check clients in, explain the intake process, and answer basic questions about appointments Communicate clearly about wait times, next steps, and what documents are needed Answer phone calls and messages in a friendly and professional manner Help clients feel comfortable and confident by using simple, easy to understand language instead of "tax talk" Protect client confidentiality while handling personal and financial information

Office and Operations Support

Maintain a clean, organized, and professional front office environment Scan, upload, and file client documents following office procedures Assist with scheduling, confirming, and updating client appointments Support office marketing activities like sharing referral cards, promoting offers, or helping with signage Participate in team projects that improve office efficiency and client experience

Minimum Requirements

To be considered for this internship, you must: Be currently enrolled in a college or university Be available for in person training in Lexington during winter break Be able to work onsite in Lexington during tax season on a part time schedule Have reliable transportation to and from the office Be comfortable using a computer and ready to learn multiple software systems Be able to handle confidential client information with professionalism and discretion Be willing to work some evenings and weekends during peak tax season Communicate clearly in English, both verbally and in writing

Specific Skills We Are Looking For

Customer service skills Friendly, patient, and professional with clients in person and over the phone Active listening and the ability to ask good follow up questions Ability to stay calm and polite when the office is busy

Technical and office skills

Basic computer skills, including typing, email, and navigation of new software Comfortable working with numbers and basic math Strong attention to detail when entering or reviewing information

Professional skills

Time management and the ability to handle multiple tasks at once Reliability and consistent follow through on assigned tasks Willingness to take feedback, learn quickly, and ask questions when unsure

Nice to have (but not required):

Prior experience in customer service, retail, office, or call center work Coursework in Accounting, Finance, Business, or a related field Bilingual Spanish and English

Skills / Knowledge / Abilities

Strong customer service skills, including the ability to greet clients warmly, listen carefully, and respond in a friendly and professional manner in person and over the phone Clear verbal and written communication skills in English, with the ability to explain basic processes in simple, easy to understand terms Basic math skills and comfort working with numbers, forms, and financial information Computer literacy, including typing, using email, navigating web based software, and working with scanned or uploaded documents Ability to learn new software systems quickly by following step by step instructions Strong attention to detail and accuracy when entering data and reviewing client information Good organization and time management skills, with the ability to handle multiple tasks in a fast paced environment Ability to follow established office procedures and checklists consistently Ability to maintain strict confidentiality with sensitive client information Professional attitude and appearance, with the ability to represent the company positively to clients and teammates Willingness to ask questions, accept feedback, and actively learn throughout the training and tax season Reliable transportation and the ability to report to the Lexington office on time for winter break training and scheduled shifts Ability to sit or stand for extended periods and move around the office as needed, with reasonable accommodations if required

Deadline to Apply

12/15/2025

Our University Community

We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco & Drug Free campus.



The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.



Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Anticipated Start Date

12/15/2025