Client Engagement Senior Associate, Tax Operations

ResponsibilitiesBilling support including WIP analysis and invoice preparationD365 entry and maintenanceNew client set up and risk assessmentsDrafting engagement contracts for new projects using Icertis or other software, submission to DocuSign and monitoring statuses through softwareReporting focusing on timeliness, accuracy, and consistency across the portfolioMonitoring and generating reports on upcoming deadlines or project complexities to flag risksLead adoption of core systems (e.g., D365, SharePoint, Icertis, AI‑enablement tools)Use sound judgment and business insight to navigate complex issuesProactively identify risks and resolve operational roadblocks with minimal escalationBuild and maintain strong relationships with client service leaders, anticipate their needs, communicate proactively, and adjust support models to meet evolving expectationsIdentify and implement opportunities for workflow optimization and standardizationPartner with peers and leadership to scale repeatable best practicesQualificationsMinimum 5 years of experience in professional services, client operations, or project coordination, ideally within a matrixed or consulting environmentAdvanced knowledge of Microsoft Office, Adobe, and firm systems including D365, SharePoint, iCertis, and QvidianComfortable navigating new technologies and AI‑enhanced toolsDemonstrated strength in process execution, documentation accuracy, and workflow management, known for reliability and precision under deadline‑driven conditionsProactive mindset with continuous‑improvement focus; adaptable to evolving systems, shifting priorities, and peak workload demandsCommitted to delivering high‑value support, understanding client goals and aligning operational decisions with broader service outcomesCrowe 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.#J-18808-Ljbffr