Client Engagement Senior Associate, Tax Operations

Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well‑being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80‑year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI‑enabled insights and technology‑powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient and effective service delivery within the Tax Business Unit. This individual owns the full lifecycle of engagement coordination, from contract execution to billing and reporting, leveraging business operations, technology platforms, and process optimization to improve client experience and operational integrity. A proactive mindset, strong relationship management, and the ability to anticipate and solve for barriers before they impact delivery are essential. Responsibilities Own End-to-End Engagement Support – Billing support including WIP analysis and invoice preparation; D365 entry/maintenance; new client set‑up and risk assessments; drafting engagement contracts using Icertis or other software, submitting to DocuSign, and monitoring status; reporting with a focus on timeliness, accuracy, and consistency across the portfolio; monitoring and generating reports on upcoming deadlines and project complexities to flag risks. Act as a Technology Champion – Lead the adoption of core systems such as 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 workflow optimization and standardization opportunities; partner with peers and leadership to scale repeatable best practices. Qualifications Minimum 5 years of experience in professional services, client operations, or project coordination—ideally within a matrixed or consulting environment. 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; reliable and precise under deadline‑driven conditions. 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. EEO Statement Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability, protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, or third‑party paid service at any time. Any referrals, resumes or candidates submitted to Crowe that are not covered by a prior agreement will be considered the property of Crowe and will remain free of charge. Crowe will consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local laws. We are committed to a merit‑based hiring process, evaluating all candidates consistently using objective, job‑related criteria and making employment decisions in a fair and inclusive manner. #J-18808-Ljbffr