Senior Associate, Client Engagement – Tax Operations

Crowe

Client Engagement Senior Associate at Crowe managing engagement coordination from contract execution to billing and reporting in a tax business unit.

Posted 4/18/2026full-timeChicago • California, Connecticut, District of Columbia, Illinois, Tennessee • 🇺🇸 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: 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

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
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

Comp & perks

Comprehensive total rewards package
Professional development opportunities
Career coaching and guidance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

billing supportWIP analysisinvoice preparationrisk assessmentsengagement contractsreportingworkflow optimizationprocess executiondocumentation accuracyproject coordination

Soft Skills

proactive mindsetadaptabilitystrong relationshipsinfluencecommunicationproblem-solvingjudgmentbusiness insightcontinuous improvementstakeholder success