Client Engagement Senior Associate, Tax Operations

Client Engagement Specialist (CES)

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

Hybrid Work Environment

This role follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe office may be considered for a remote work arrangement, subject to business needs.