Crowe

Senior Associate, Client Engagement – Tax Operations

Crowe

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • California • Connecticut • United States

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Salary

💰 $22 - $45 per hour

Job Level

Senior

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: Lead adoption of core systems (e.g., D365, SharePoint, Icertis, and AI-enablement tools)
  • Drive Strategic Resolution: Use sound judgment and business insight to navigate complex issues
  • Proactively identify risks and resolve operational roadblocks with minimal escalation
  • Influence Stakeholder Success: Build and maintain strong relationships with client service leaders
  • Anticipate their needs, communicate proactively, and adjust support models to meet evolving expectations
  • Enable Process Improvement: Identify and implement opportunities for workflow optimization and standardization
  • Partner with peers and leadership to scale repeatable best practices

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
  • Proactive mindset with a continuous improvement lens
  • Adaptable to evolving systems, shifting priorities, and peak workload demands
  • Committed to delivering high-value support
  • Seeks to understand client goals and aligns operational decisions with broader service outcomes
Benefits
  • Comprehensive total rewards package
  • Professional development opportunities
  • Career coaching and guidance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
billing supportWIP analysisinvoice preparationrisk assessmentsengagement contractsreportingworkflow optimizationprocess executiondocumentation accuracyproject coordination
Soft Skills
proactive mindsetadaptabilitystrong relationshipsinfluencecommunicationproblem-solvingjudgmentbusiness insightcontinuous improvementstakeholder success