Senior Associate, Client Engagement – Tax Operations
Crowe
full-time
Posted on:
Location Type: Office
Location: Chicago • California • Connecticut • United States
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Salary
💰 $22 - $45 per hour
Job Level
About the role
- Own End-to-End Engagement Support
- Billing support including WIP (work in progress) analysis and invoice preparation
- D365 entry/maintenance
- New client set up and risk assessments
- Drafting engagement contracts for new projects using Icertis or other software
- Submission to DocuSign for delivery to clients and monitoring statuses through software
- Reporting, with a focus on timeliness, accuracy, and consistency across the portfolio
- Monitoring/generating reports, upcoming deadlines or project complexities to flag risks
- Act as a Technology Champion
- Drive Strategic Resolution
- Influence Stakeholder Success
- Enable Process Improvement
Requirements
- Minimum 5 years of experience in professional services, client operations, or project coordination
- Advanced knowledge of Microsoft Office Suite, Adobe, and firm systems including D365, SharePoint, iCertis, and Qvidian
- Comfortable navigating new technologies and AI-enhanced tools
- Demonstrated strength in process execution, documentation accuracy, and workflow management
- Known for reliability and precision under deadline-driven conditions
- Proactive mindset with a continuous improvement lens
- Adaptable to evolving systems, shifting priorities, and peak workload demands
Benefits
- Comprehensive total rewards package
- Health insurance
- Flexible working hours
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
WIP analysisinvoice preparationD365risk assessmentsengagement contractsreportingprocess executiondocumentation accuracyworkflow managementproject coordination
Soft Skills
reliabilityprecisionproactive mindsetadaptabilityinfluencestakeholder successprocess improvementtimelinessaccuracyconsistency