Client Engagement Senior Associate, Tax Operations

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 serves as owning the full lifecycle of engagement coordination, from contract execution to billing and reporting. By leveraging business operations, technology platforms, and process optimization, the CES drives outcomes that improve client experience and operational integrity. This role demands a proactive mindset, strong relationship management skills, and the ability to anticipate and solve for barriers before they impact delivery. Responsibilities 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 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. 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 Committed to delivering high-value support. Seeks to understand client goals and aligns operational decisions with broader service outcomes 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. The application deadline for this role is 07/31/2026. 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. A reasonable estimate of the current range is $21.75 - $44.50 per hour. 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 or protected veteran status, or any other characteristic protected by federal, state, or local laws. #J-18808-Ljbffr