Tax AI Senior Associate

Tax AI Senior Associate

Your journey at Crowe starts here:

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 Tax AI Senior Associate role supports adoption of AI and enabling technologies across 1,000+ tax professionals through a combination of enablement, requirements translation, co-building, and disciplined testing. This role sits at the intersection of tax technical work and AI/technology execution, partnering with tax subject matter experts (SMEs) and product/technology teams to translate real tax "jobs to be done" into usable tools, repeatable workflows, and scalable training.

You will contribute to end-to-end delivery across the lifecycle—discovery and requirements → enablement and co-building → user acceptance testing and iterative improvement—with a strong emphasis on practical outcomes, user experience, and responsible use within controlled enterprise tools.

Skills

Tax Domain Fluency

• Working knowledge of tax concepts and the ability to engage tax SMEs in detailed discussions to understand workflows, pain points, risks, and decision points.

AI Enablement & Applied GenAI

• Proficiency using enterprise-grade customizable chat solutions to support knowledge work, workflow acceleration, and responsible use. Ability to translate "prompting" into repeatable playbooks, templates, and workflows.

Requirements & User Story Development

• Ability to elicit requirements, document user stories, define acceptance criteria, and translate ambiguous needs into actionable delivery artifacts.

Training & Facilitation

• Skilled at leading training sessions, office hours, and enablement programs for varied audiences (new hires through senior practitioners), tailoring instruction to different skill levels.

Co-Building & Tool Configuration

• Capability to assist SMEs in building tools/workflows within structured environments (e.g., enterprise chat solutions, Alteryx, proprietary tools), while following governance, risk, and quality standards.

Quality, Testing, and Feedback Systems

• Discipline in UAT planning, test-case development, feedback capture, defect documentation, and iterative improvement cycles.

Communication & Change Enablement

• Strong written and verbal communication; ability to produce user-facing guidance (job aids, instructions, FAQs), internal updates, and adoption materials that drive behavior change.

Responsibilities

Requirements Gathering & Product Translation

• Partner with tax SMEs to map technical tax workflows and identify high-value "jobs to be done" suitable for AI/technology augmentation.
• Produce high-quality user stories, requirements documentation, and acceptance criteria to support product enhancement and tool development.
• Maintain organized backlogs and documentation that enable efficient triage, prioritization, and delivery.

Enablement & Training Delivery

• Plan and lead enablement sessions for tax teams and new hires, including live trainings, recorded content, office hours, and targeted role-based upskilling.
• Create training materials and practical exercises that translate AI concepts into daily tax work outcomes.

Co-Building with Tax SMEs

• Assist tax practitioners in developing AI-enabled workflows and tools within controlled technology environments (e.g., enterprise chat solutions, Alteryx, proprietary platforms).
• Help convert one-off experimentation into standardized assets (templates, playbooks, reusable prompts, documented procedures).

Communications & Thought Leadership

• Create and publish internal communications, user guides, instructions, release notes, and change management documentation to drive adoption and consistency.
• Contribute to practice-facing thought leadership on applied AI in tax, responsible use, and emerging capabilities.

Testing, QA, and Continuous Improvement

• Conduct user acceptance testing sessions with tax teams; document outcomes, issues, and enhancement opportunities.
• Log defects and improvement stories with clear reproduction steps and prioritization context.
• Support QA testing and validate fixes/enhancements before broader release.

Stakeholders & Collaboration Model

• Tax practitioners and SMEs (end users, workflow owners)
• Tax leadership / enablement leaders (adoption goals, prioritization, communications)
• Technology/product teams (tool roadmap, backlog execution, releases)
• Risk / compliance / security stakeholders (responsible use, governance, approved tooling)

Basic Qualifications

• Bachelor's degree in Tax, Accounting (with tax focus), or equivalent tax-related discipline.
• Demonstrated tax-domain understanding sufficient to engage in technical workflow discussions and translate work into requirements.
• Proficiency with enterprise-grade customizable AI chat tools, including ability to produce repeatable workflows and guidance (not just ad hoc usage).
• Strong interpersonal skills with the ability to build credibility with tax professionals and lead group enablement sessions.
• High organizational discipline: documentation, backlog tracking, follow-through, and clear status communication.

Preferred Qualifications

• Coding or automation skills (e.g., Python) applied to workflow enablement, document processing, or analytics.
• Familiarity with Microsoft Azure, including exposure to AI services.
• Experience with Azure AI Document Intelligence (or similar document extraction/classification tooling).
• Familiarity with Azure DevOps, agile delivery practices, and writing user stories / managing backlogs.
• Experience with tools such as Alteryx (or comparable workflow automation tools).
• We are open to hiring at the Associate or Senior Associate level. Scope, title, and compensation will be aligned to the selected candidate's experience and qualifications.
• We appreciate talent from all over the United States and are willing to consider candidates who may not be located near a Crowe office location for this role/opening.

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $72,700.00 - $144,000.00 per year.

Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients