Student - Tax Preparation & Client Experience Intern

University of Kentucky•Lexington, KY

42d•Onsite

About The Position

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.

Requirements

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
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
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
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
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

Nice To Haves

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

Responsibilities

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
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
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