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. The CES owns the full lifecycle of engagement coordination, from contract execution to billing and reporting, leveraging business operations, technology platforms, and process optimization to improve client experience and operational integrity.

• 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, submitting to Docu Sign, and monitoring statuses through software
• Reporting, with a focus on timeliness, accuracy, and consistency across the portfolio
• Monitoring and generating reports on upcoming deadlines or project complexities to flag risks

• Lead adoption of core systems (e.g., D365, SharePoint, Icertis, and AI-enablement tools)

• Use sound judgment and business insight to navigate complex issues
• Proactively identify risks and resolve operational roadblocks with minimal escalation

• Build and maintain strong relationships with client service leaders, anticipate their needs, communicate proactively, and adjust support models to meet evolving expectations

• Identify and implement opportunities for workflow optimization and standardization
• Partner with peers and leadership to scale repeatable best practices

• 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, seeking to understand client goals and aligning operational decisions with broader service outcomes

The wage range for this role is $21.75 - $44.50 per hour.

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

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.