Tax Processing Associate

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:

Role Overview

As an Associate you will sit at the intersection of Tax Processing Services & Engagement Management activities. The expectation is to support and process the Tax return, e-filing requirements along with driving few key project management activities. Quality review and governance check of the work deliverables of the junior resources.

Experience & Education

• 1-3 years of administrative or project-coordination experience in a professional-services, US Taxation/consulting environment.

• Graduation/Post Graduation degree in Business Accounting/ Administration preferred

Technical Competencies

• Advanced Microsoft Office skills (Word, Excel, PowerPoint, Outlook).

• Ability to learn and use CCH®, GoSystem®, OIT, DocuSign®, SharePoint, Adobe Pro, and other firm platforms quickly.

• Working knowledge of financial and accounting terminology is a plus.

Core Skills & Attributes

• Strong written and verbal communication; proven client-service mindset.

• Responsible for maintaining high standards of accuracy and quality through strong attention to detail, ensuring all deliverables meet/exceed established guidelines and requirements.

• Proactive Planning, multitasking and deadline-driven execution; sound judgment and problem-solving.

• Agile, high-energy and dependable—ability to handle confidential data and peak-season requirements.

• Willingness to work flexible hours and travel occasionally for trainings or meetings depending on the requirement.

Key Responsibilities

Tax Processing Support Services (Hands-on Delivery, Quality Review & Governance Check)

Prepare & Review

       ·      Merge & E-File Returns & Extensions      

Electronically assemble business, individual, trust and other returns, conduct final quality reviews and transmit returns or extensions via e-file using the appropriate tax software.

       ·       Source-Document Automation                

Autoflow / outsource individual & trust documents into firm apps, flag exceptions.

       ·       Digital Signature Management                 

Create and submit DocuSign Envelopes.

       ·       PDF Creation & Editing                            

Combine, bookmark, secure and format deliverables.

        ·       Any additional adhoc activities

Engagement Management (Hands-on Delivery, Quality Review & Governance Check)

        ·       Project Planning/Run

Project Planning, Managing the meeting agenda, sharing    MOMs, tracking actions to closure.

        ·       Workflow & Risk Monitoring

Monitoring & Tracking status & Analysis on Smart sheets project plans, flag bottlenecks, present potential mitigation plan.

        ·       Stakeholder Communication

Compile weekly dashboards; run stand-ups with respective stakeholders and teams.

        ·       Process Improvement

Document SOPs, pilot checklists, propose automation.

        ·       Training & Mentorship

Deliver software/process walk-throughs; coach junior staff on     priorities, time-management, stakeholder management.

 Plus Factor Skills –

• Software Trainer

Design and deliver bite-sized sessions on CCH, GoSystem, OIT, DocuSign, SharePoint and Office tips & tricks.

• Change-Management Champion

Guide teams through new workflows and systems; collect feedback and refine roll-outs.

• Mentorship

Provide day-to-day guidance, constructive feedback, and career support to less-experienced colleagues.

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:
At Crowe, we know that great people are what makes a great firm. We value our people and offer employees a comprehensive benefits 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 Horwath IT Services Private Ltd. is a wholly owned subsidiary of Crowe LLP (U.S.A.), a public accounting, consulting and technology firm with offices around the world. Crowe LLP is an independent member firm of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory firms in more than 130 countries around the world.

Crowe does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.