Tax AI Associate

Overview

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.

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.

The Tax AI Associate role supports adoption of AI and enabling technologies across 1,000+ tax professionals through a combination of enablement, requirements translation, co-building, and disciplined testing. This role sits at the intersection of tax technical work and AI/technology execution
, partnering with tax subject matter experts (SMEs) and product/technology teams to translate real tax "jobs to be done" into usable tools, repeatable workflows, and scalable training.

You will contribute to end-to-end delivery across the lifecycle
- discovery and requirements enablement and co-building user acceptance testing and iterative improvement - with a strong emphasis on practical outcomes, user experience, and responsible use within controlled enterprise tools.

• Tax Domain Fluency
  Working knowledge of tax concepts and the ability to engage tax SMEs in detailed discussions to understand workflows, pain points, risks, and decision points.
• AI Enablement & Applied GenAI
  Proficiency using ChatGPT or equivalent enterprise-grade customizable chat solutions to support knowledge work, workflow acceleration, and responsible use. Ability to translate "prompting" into repeatable playbooks, templates, and workflows.
• Requirements & User Story Development
  Ability to elicit requirements, document user stories, define acceptance criteria, and translate ambiguous needs into actionable delivery artifacts.
• Training & Facilitation
  Skilled at leading training sessions, office hours, and enablement programs for varied audiences (new hires through senior practitioners), tailoring instruction to different skill levels.
• Co-Building & Tool Configuration
  Capability to assist SMEs in building tools/workflows within structured environments (e.g., ChatGPT, Alteryx, proprietary tools), while following governance, risk, and quality standards.
• Quality, Testing, and Feedback Systems
  Discipline in UAT planning, test-case development, feedback capture, defect documentation, and iterative improvement cycles.
• Communication & Change Enablement
  Strong written and verbal communication; ability to produce user-facing guidance (job aids, instructions, FAQs), internal updates, and adoption materials that drive behavior change.

• Requirements Gathering & Product Translation
  Partner with tax SMEs to map technical tax workflows and identify high-value "jobs to be done" suitable for AI/technology augmentation.
• Enablement & Training Delivery
  Plan and lead enablement sessions for tax teams and new hires, including live trainings, recorded content, office hours, and targeted role-based upskilling.
• Co-Building with Tax SMEs
  Assist tax practitioners in developing AI-enabled workflows and tools within controlled technology environments (e.g., enterprise ChatGPT solutions, Alteryx, proprietary platforms).
  Help convert one-off experimentation into standardized assets (templates, playbooks, reusable prompts, documented procedures).
• Communications & Thought Leadership
  Create and publish internal communications, user guides, instructions, release notes, and change management documentation to drive adoption and consistency. Contribute to practice-facing thought leadership on applied AI in tax, responsible use, and emerging capabilities.
• Testing, QA, and Continuous Improvement
  Conduct user acceptance testing sessions with tax teams; document outcomes, issues, and enhancement opportunities. Log defects and improvement stories with clear reproduction steps and prioritization context. Support QA testing and validate fixes/enhancements before broader release.
• Stakeholders & Collaboration Model
  This role partners across:
  Tax practitioners and SMEs;
  Tax leadership / enablement leaders;
  Technology/product teams;
  Risk / compliance / security stakeholders.

• Basic Qualifications
  Bachelor's degree in Tax, Accounting (with tax focus), or equivalent tax-related discipline. Demonstrated tax-domain understanding sufficient to engage in technical workflow discussions and translate work into requirements. Proficiency with ChatGPT or equivalent enterprise-grade customizable AI chat tools, including ability to produce repeatable workflows and guidance. Strong interpersonal skills and high organizational discipline for documentation and backlog tracking.
• Preferred…