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.

Skill sets required include:

Role Capabilities for this position (leverage master position and role capability document on InCrowe. If this is a new position and no role capabilities exist, please identify before submitting requisition).

CES DU Role:

Client Engagement Management, Performance Management, Project Management, Reporting & Analysis, Tools & Technology, Industry Expertise.

Position Summary:

CES DU Role

• 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 quality and timely completion.
• Utilize tracking systems to ensure all time and materials are recorded, project work and type are tracked, and project instructions and client interactions are fully documented.
• Event management planning and execution.

Minimum Qualifications: (including preferred years of experience)

• Five years or greater administrative support and project work experience working in professional services and/or consulting firm environment is required.
• College coursework in office or business administration or equivalent experience preferred.
• Administrative background and technical competence with experience writing communications, reviewing documents for quality assurance and managing projects from start to finish.
• Ability to learn various other programs and applications as necessary and/or required.
• Knowledge of financial and accounting terminology is strongly preferred.
• User expertise with office technology equipment such as videoconferencing and multi-function devices.
• High energy level with excellent interpersonal skills, positive attitude, professional presence and exceptional customer service.
• Highly effective and polished oral and written communication skills and competency in grammar and attention to detail.
• Strong project coordination, organizational and time management skills.
• Process oriented, accurate and quality focused with the ability to handle and prioritize multiple projects and tasks to proactively respond and keep business leadership apprised of critical issues.
• Excellent analytical skills to identify and report trends and make recommendations in collaboration with others.
• Ability to handle key assignments of confidential nature, exercise a high degree of discretion and maintain highly confidential information.
• Ability to build strong working relationships at all levels, internal and/or external to the organization and respond to client service issues in a courteous and professional manner.
• Works well independently and in a team with professional presence and exceptional customer service.
• Ability to understand and strictly adhere to the brand and quality standards and procedures established by Crowe LLP.
• Demonstrate openness to new challenges and opportunities and continuous learning.
• Results and profit-oriented with the ability to balance other business consideration; capacity for rendering objective business decisions.
• Ability to function in high stress situations attributed to tight deadlines and multiple client needs or team needs.
• Desire to leverage technology to solve business problems.
• Ability to coach, teach and guide others on processes and utilize both technical and interpersonal skills to assist clients.

OTHER REQUIREMENTS

• Able to work flexible hours and schedule including some Saturday's and late evenings based upon project work and peak busy times.
• Ability to work overtime as needed, sometimes on short notice.
• Some light lifting, walking, standing, bending involved.

The above statements are intended to describe the essential job functions and level of work performed by individuals assigned to this classification. They are not to be construed as an exhaustive list of all duties performed by personnel occupying this position.

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment 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.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.