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.
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
- Anticipate and solve for barriers before they impact delivery
- Influence Stakeholder Success: Build and maintain strong relationships with client service leaders
- Build 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
- Comfortable with deadlines and reliable under pressure
- Known for proactive problem-solving and continuous improvement
- 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.
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!
About Crowe
Crowe (www.crowe.com) 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 reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work.