Senior Associate, Client Engagement Specialist

Your Journey at Crowe Starts Here:

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. That’s why 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.

Job Description:

This position provides administrative and project support to the Tax business unit leadership and client services personnel.  Work products and projects including but not limited to Client Engagement Management: letters, reports, CRM, CMS(Icertis), CEA, time and billing, and Qvidian proposal software.

This position will require extensive people, communication, organizational, and technical skills. The ability to continuously prioritize multiple projects in a fast-paced environment with a high level of focus on quality, accuracy and confidentiality in all work products. Position reports to the Tax Services Support Leaders and is a member of the Tax BU.

Position Summary:

• Use extensive knowledge of internal business practices and priorities to proactively respond to daily issues and requests as authorized, keeping the engagement teams apprised of critical issues, relevant updates and standards.
• Oversee performance management and scheduling of daily capacity for all client engagement work.
• Review projects and coordinate workflow to ensure adequate coverage with client engagement support needs.
• Assist with implementation of firmwide projects, policies and standards.
• Event Management: trade associations, peer round tables, task management, and annual meetings.

Leadership and Mentoring Responsibilities

• Provide mentoring and feedback to client engagement specialists focused on career growth and development.
• Review deliverables and workflow of client engagement specialists to ensure adequate client support and coverage plans for continuity in services.
• Encourage, share and celebrate individual and team recognition, accomplishments and achievements.
• Escalate issues with performance appropriately to CESL.
• Collaborate with other CES DU leads.

Client Engagement Consulting and Strategy

• Communications and client relationships with tax leadership and client services through seeking feedback and understanding evolving business support needs.
• Serve as contact for special projects and initiatives aligning resources based on skill, availability and interest.

Communications and Delivery

• Resource to client engagement team for questions, guidance and workflow management.
• Manage and prepare reports including data compilation, analysis and recommendations.
• Serve as a technology champion and early adopter to new applications, systems and work tools to provide feedback and assist clients in acclimating to the new technologies.

Requirements

• Develop, format and edit letters, reports and other documents in Microsoft and firm applications.
• Ability to perform quality control reviews on client deliverables.
• Create, edit and format .pdf files using Adobe.
• Prepare and distribute various types of business unit reports including recognizing trends and providing data analysis and reconciliation.
• Support engagement billing process by preparing monthly pre-bills, data analysis, receipt reconciliation, spreadsheets and invoices accurately and in a timely manner.
• Assist with contract entry support and document management and maintenance using Crowe systems and other applications including SharePoint.
• Support Customer Relationship Management (CRM) data entry and associated processes.
• Evaluate and support process improvement to provide effectiveness and enhance service delivery.
• Serve as a technology champion and early adopter to new applications, systems and work tools to provide feedback and assist clients in acclimating to the new technologies.
• Use extensive knowledge of internal business practices and priorities to proactively respond to daily issues and requests as authorized, keeping them apprised of critical issues.
• Support various special projects from start to finish using Microsoft, database or web-based applications including working with others to ensure qua