Client Engagement Senior Associate, Tax Operations

Responsibilities

• Billing support including WIP analysis and invoice preparation
• D365 entry and maintenance
• New client set up and risk assessments
• Drafting engagement contracts for new projects using Icertis or other software, submission to Docu Sign and monitoring statuses through software
• Reporting focusing 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, 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, 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 continuous‑improvement focus; adaptable to evolving systems, shifting priorities, and peak workload demands
• Committed to delivering high‑value support, understanding client goals and aligning operational decisions with broader service outcomes

Crowe LLP provides equal employment opportunities to all employees and applicants 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.