Talent.com
Crowe
Client Engagement Senior Associate, Tax OperationsCrowe • Los Angeles, CA, United States
Client Engagement Senior Associate, Tax Operations

Client Engagement Senior Associate, Tax Operations

Crowe • Los Angeles, CA, United States
11 days ago
Job type
  • Full-time
Job description

Client Engagement Specialist (CES)

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

Hybrid Work Environment

This role follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe office may be considered for a remote work arrangement, subject to business needs.

Create a job alert for this search

Client Engagement Senior Associate, Tax Operations • Los Angeles, CA, United States

Similar jobs

Senior Associate, Business Incentives Group

BDO USALos Angeles, CA, United States
Full-time

Specialized Tax Services (STS) Tax Senior, Business Incentives Group.The Specialized Tax Services (STS) Tax Senior, Business Incentives Group is responsible for leading or supporting our services t... Show more

 • Promoted

Tax Senior

Henderson Group RecruitingLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

SourcePro Search, LLCLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior / Supervising Senior Associate

GHJLos Angeles, CA, United States
Full-time

Tax Senior / Supervising Senior Associate.At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.We believe that collaboration is the fou... Show more

 • Promoted

Senior Tax Associate US Individual Tax #ITR001

Hotta Liesenberg Saito LLPLos Angeles, CA, United States
Full-time

Tax Senior Associates US Individual Tax.We are seeking a Tax Senior Associates US Individual Tax for the following locations: Indianapolis, Los Angeles, New York, Dallas.US individual income tax ... Show more

 • Promoted

Tax Senior

Riverscape Search AgencyLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Client Accounting and Advisory Services (CAAS) Senior Associate

GHJLos Angeles, CA, United States
Full-time

Client Accounting And Advisory Services (CAAS) Senior Associate.GHJ is looking for a Client Accounting and Advisory Services (CAAS) Senior Associate.At GHJ we help our people and clients pursue the... Show more

 • Promoted

Tax Senior

Franklin ProfessionalsLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Senior Associate, Tax Credit Monetization

BDO USALos Angeles, CA, United States
Full-time

Senior Associate, Tax Credit Monetization.The Senior Associate, Tax Credit Monetization, supports the delivery of monetizable tax credit services, with a focus on federal incentives such as energy ... Show more

 • Promoted

Tax Senior

Workforce RecruiterLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Ridgemont Resources, Inc.Los Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Sun RecruitingLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Client Engagement Senior Associate, Tax Operations

CroweLos Angeles, CA, United States
Full-time

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... Show more

 • Promoted

Tax Senior

MedTeam Staffing Inc.Los Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

KOB Solutions, Inc.Los Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Corporate Tax Senior Associate

Grant Thornton LLPLos Angeles, CA, United States
Full-time

Corporate Tax Senior Associate.Grant Thornton is seeking a Corporate Tax Senior Associate to join our team.As the Corporate Tax Senior Associate, you'll be a member of our Corporate Tax Solutions F... Show more

 • Promoted

Senior Tax Associate

Redwitz, Inc.Long Beach, CA, United States
Full-time

At Redwitz, we offer a comprehensive range of professional services, including accounting, audit, financial statement, tax services, fraud detective services and outsourced CFO services.Our firm is... Show more

 • Promoted

Senior Tax Associate #STA001

Hotta Liesenberg Saito LLPLos Angeles, CA, United States
Full-time

We are seeking a Tax Senior Associates for the following locations: Indianapolis, Los Angeles, New York, Dallas.BA/BS degree from an accredited college/university and eligible to sit for the CPA ex... Show more

 • Promoted

Tax Senior

R L Barclay and Associates LLCLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Connectly RecruitingLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more