Senior Associate, Client Engagement – Tax Operations

Crowe

Client Engagement Senior Associate coordinating client engagement and support processes within Crowe’s Tax Business Unit. Focusing on operational integrity and enhancing client experience through strategic solutions.

Posted 4/18/2026full-timeChicago • California, Connecticut, Illinois, Tennessee, Washington • 🇺🇸 United StatesSenior💰 $22 - $45 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Comprehensive total rewards package
Health insurance
Flexible working hours

ATS Keywords

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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