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Client associate • austin tx

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Client Engagement Senior Associate, Tax Operations

CroweAustin, TX, United States
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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 i...[internal_linking.show_more]

Hourly - Client Services Student Associate

The University of Texas at San AntonioAustin, TX
[job_card.part_time]

Undergraduate Students: $18 / Hour.Graduate Students: $22 / Hour .Required Application Materials.A resume and letter of interest is required to apply.Candidates under final consideration will also ...[internal_linking.show_more]

Senior Associate, Global Client Group (National Relationship Group)

Dimensional Fund AdvisorsAustin
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The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.By putting the client first, we strive to transform the way the world inv...[internal_linking.show_more]

Client Rep

Queen City PromotionsAustin, TX, US
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Kickstart Your Career as a Client Rep!.Calling all recent grads & ambitious go-getters!.Want a job where you can meet new people, make a difference, and have fun doing it? Join our team as a Client...[internal_linking.show_more]

Client Partner

Shift ParadigmAustin, TX, US
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The Opportunity As a Client Partner, you'll be the strategic partner clients turn to when they need to solve complex challenges.You'll drive commercial success across your portfolio while building ...[internal_linking.show_more]

Client Support Advisor

AO Globe LifeAustin, TX, US
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AO Globe Life is hiring Remote Benefit Managers to serve the veteran community through virtual consultations.In this role, you will meet with veterans and their families to help them understand and...[internal_linking.show_more]

Client Operations Representative

ZengisticsAustin, TX, US
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We are a technology-enabled third-party logistics (3PL) brokerage run by passionate industry experts.We have been disrupting the status quo of the traditional freight broker experience while quietl...[internal_linking.show_more]

Client Success Manager

TradeJobsWorkForce78705 Austin, TX, US
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Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio...[internal_linking.show_more]

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Client Support Specialist

Frontline Source Group Holdings, LLC dba dfwHRAustin, TX, US
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Join a dynamic client as a Client Support Specialist in Austin Texas! This direct-hire role is perfect for proactive, professionals ready to deliver outstanding client support and manage orders and...[internal_linking.show_more]

Private Client Relationship Associate

Brown AdvisoryAustin, TX, United States
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Private Client Service delivers highly customized and comprehensive service to our clients.As a key member of this team, the Relationship Associate will execute on a range of client requests while ...[internal_linking.show_more]

Client Relations Coordinator

DMCAAustin, TX, USA
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De Mott, Curtright & Armendáriz, LLP is a stable and fast-paced immigration law firm that's passionate about helping people and we're looking for a bright and compassionate.Bilingual Client Relatio...[internal_linking.show_more]

Client Success Manager

Yellowstone LocalAustin, TX, US
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Most CSM roles are customer service with a nicer title.This job is for someone who can lead business owners who are busy, stressed, and often stuck in old habits.They do not need a friendly check-i...[internal_linking.show_more]

Client Implementation Lead

INTX Insurance SoftwareAustin, TX, US
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INTX is a complete Insurance Operating System purpose-built for specialty P&C carriers, MGAs, captives, and reinsurers.We unify policy, billing, claims, reinsurance, and reporting into a single, co...[internal_linking.show_more]

Associate, Client Communities

Dimensional Fund AdvisorsAustin
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Communities: Driving business growth.The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensi...[internal_linking.show_more]

Client Solutions Advisor

Couvillier AdvisorsAustin, TX, US
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Shape Your Future – While Helping Others Shape Theirs.Are you self-disciplined, coachable, and passionate about making a difference?.If so, Couvillier Advisors invites you to join our mission to he...[internal_linking.show_more]

Client Services Associate

TradeJobsWorkforce78716 Austin, TX, US
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As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...[internal_linking.show_more]

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Client Educator

Serenity Mental Health CentersAustin, TX, US
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Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs — and...[internal_linking.show_more]

Associate, Client Advisory

PathstoneAustin, TX, United States
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Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.We are united by a clear purpose: to help clients pursue thei...[internal_linking.show_more]

Operations / Client Service Associate

RIA RecruitingAustin, Texas, United States
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Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi–family office for ultra–high-net-worth families.We provide disciplined investment management grounded in evidence-based ...[internal_linking.show_more]

Client Engagement Senior Associate, Tax Operations

Client Engagement Senior Associate, Tax Operations

CroweAustin, TX, United States
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  • [job_card.full_time]
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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:

The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient and effective service delivery within the Tax Business Unit. This individual serves as owning the full lifecycle of engagement coordination, from contract execution to billing and reporting. By leveraging business operations, technology platforms, and process optimization, the CES drives outcomes that improve client experience and operational integrity. This role demands a proactive mindset, strong relationship management skills, and the ability to anticipate and solve for barriers before they impact delivery.

Responsibilities

Own end-to-end engagement support

  • 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

Act as a technology champion:

  • Lead adoption of core systems (e.g., D365, SharePoint, Icertis, and AI-enablement tools)

Drive strategic resolution:

  • Use sound judgment and business insight to navigate complex issues
  • Proactively identify risks and resolve operational roadblocks with minimal escalation

Influence stakeholder success:

  • Build and maintain strong relationships with client service leaders Anticipate their needs, communicate proactively, and adjust support models to meet evolving expectations

Enable process improvement:

  • Identify and implement opportunities for workflow optimization and standardization
  • Partner with peers and leadership to scale repeatable best practices

Qualifications

  • Minimum 5 years of experience in professional services, client operations, or project coordinationideally 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