Tax AI Associate

Crowe LLP•Dallas, TX

1d•$51,000 - $108,500•Remote

About The Position

The Tax AI Associate role supports adoption of AI and enabling technologies across 1,000+ tax professionals through a combination of enablement, requirements translation, co-building, and disciplined testing. This role sits at the intersection of tax technical work and AI/technology execution, partnering with tax subject matter experts (SMEs) and product/technology teams to translate real tax “jobs to be done” into usable tools, repeatable workflows, and scalable training. You will contribute to end-to-end delivery across the lifecycle—discovery and requirements → enablement and co-building → user acceptance testing and iterative improvement—with a strong emphasis on practical outcomes, user experience, and responsible use within controlled enterprise tools.

Requirements

Bachelor’s degree in Tax, Accounting (with tax focus), or equivalent tax-related discipline.
Demonstrated tax-domain understanding sufficient to engage in technical workflow discussions and translate work into requirements.
Proficiency with ChatGPT or equivalent enterprise-grade customizable AI chat tools, including ability to produce repeatable workflows and guidance (not just ad hoc usage).
Strong interpersonal skills with the ability to build credibility with tax professionals and lead group enablement sessions.
High organizational discipline: documentation, backlog tracking, follow-through, and clear status communication.

Nice To Haves

Coding or automation skills (e.g., Python) applied to workflow enablement, document processing, or analytics.
Familiarity with Microsoft Azure, including exposure to AI services.
Experience with Azure AI Document Intelligence (or similar document extraction/classification tooling).
Familiarity with Azure DevOps, agile delivery practices, and writing user stories / managing backlogs.
Experience with tools such as Alteryx (or comparable workflow automation tools).

Responsibilities

Partner with tax SMEs to map technical tax workflows and identify high-value “jobs to be done” suitable for AI/technology augmentation.
Produce high-quality user stories, requirements documentation, and acceptance criteria to support product enhancement and tool development.
Maintain organized backlogs and documentation that enable efficient triage, prioritization, and delivery.
Plan and lead enablement sessions for tax teams and new hires, including live trainings, recorded content, office hours, and targeted role-based upskilling.
Create training materials and practical exercises that translate AI concepts into daily tax work outcomes.
Assist tax practitioners in developing AI-enabled workflows and tools within controlled technology environments (e.g., enterprise ChatGPT solutions, Alteryx, proprietary platforms).
Help convert one-off experimentation into standardized assets (templates, playbooks, reusable prompts, documented procedures).
Create and publish internal communications, user guides, instructions, release notes, and change management documentation to drive adoption and consistency.
Contribute to practice-facing thought leadership on applied AI in tax, responsible use, and emerging capabilities.
Conduct user acceptance testing sessions with tax teams; document outcomes, issues, and enhancement opportunities.
Log defects and improvement stories with clear reproduction steps and prioritization context.
Support QA testing and validate fixes/enhancements before broader release.