Note: The job is a remote job and is open to candidates in USA. Crowe is a leading public accounting, consulting, and technology firm that emphasizes innovation and client service. The Client Engagement Senior Associate in Tax Operations will manage the full lifecycle of engagement coordination, ensuring efficient service delivery while enhancing client experience and operational integrity.
Responsibilities
- 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
- 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
Skills
- 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
Benefits
- A comprehensive total rewards package
- Consistent basis with your Career Coach that will guide you in your career goals and aspirations
Company Overview