Client Engagement Senior Associate, Tax Operations

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 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

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 of 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. 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 $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.