Tax Processing Senior Associate

Crowe • South Bend, IN

89d • $20 - $46

About The Position

The Tax Processing Senior Associate plays a critical role in supporting the full lifecycle of client service delivery - from the initiation of opportunities to the completion of solutions. This position provides high-quality administrative and operational support to ensure seamless processing and delivery of tax-related services. The ideal candidate will demonstrate ownership, reliability, and the ability to serve as the on-site resource for colleagues without direct management responsibility.

Requirements

• 3-5 years of administrative or project coordination experience, ideally in professional services or U.S. taxation
• High school diploma required; coursework or degree in Business or Office Administration preferred
• Intermediate Microsoft Office skills (Word, Excel, PowerPoint, Outlook)
• Demonstrated reliability and ownership; comfortable being the on-site go-to without formal people-management authority
• Proven experience coaching peers (giving feedback, teaching tools/process, raising quality)
• Ability to quickly learn and navigate multiple systems including CCH®, GoSystem®, DocuSign®, SharePoint, and Adobe Pro
• Strong written and verbal communication skills; client-service mindset
• Proactive, organized, and able to multitask in a deadline-driven environment
• Ability to handle confidential data with discretion and adapt to peak-season pressures
• Flexibility to work in-office at least 4 days a week and occasional overtime (10-15% annually) during peak times
• Willingness to travel occasionally for training or meetings

Responsibilities

• Manage tax processing activities including scanning/autoflow, document merging, e-filing, and assembly
• Coordinate engagement letter production and distribution
• Provide CRM support to ensure accurate tracking and reporting of client data
• Assist with engagement billing, accounts receivable support, and related financial processes
• Serve as a resource to peers by providing feedback, coaching on tools and processes, and helping to raise overall quality standards
• Partner with internal teams to ensure projects are completed accurately, on time, and in compliance with firm standards
• Uphold confidentiality while managing sensitive client and firm information
• Adapt to seasonal peaks with flexibility and a proactive approach

Benefits

• Comprehensive total rewards package
• Career coaching and guidance
• Inclusive culture that values diversity

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: High school or GED