• Tax Services Specialist Sr. Associate

    Location US-CA-San Francisco
  • Company Overview

    Your Journey at Crowe Starts Here:

    At Crowe, you have the opportunity to deliver innovative solutions to today’s complex business issues. Crowe’s accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to delivering measurable results that help clients build business value. Our focus on emerging technology solutions along with our commitment to internal career growth and exceptional client value has resulted in a firm that is routinely recognized as a “Best Place to Work.” We are 75 years strong and still growing. Come grow with us! 

    Position Summary

    Tax Services Specialist Sr. Associate


    This position provides tax processing and project support to the Tax business unit. Work products and projects include tax processing, letters, reports and other client deliverables. This position will require extensive people, communication, organizational, technical and process skills, and 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. This position also supports local office services such as front office, meeting services, workspace arrangements and mail. Reports to the Office Manager and is a member of the Global Services Team.


    Position Summary:


    Administrative Responsibilities

    • Process business and individual tax returns including binding and assembly, utilizing firm determined processes and procedures and firm tracking systems to ensure all data is entered.
    • Produce, format and edit letters, reports and other documents in Microsoft and firm applications.
    • Create, edit and format .pdf files using Adobe Professional.
    • Prepare and distribute various types of business unit reports including recognizing trends and providing data analysis and reconciliation.
    • Research information and summarize findings using various Internet search engines and research sites.
    • Responsible for document management and maintenance using Crowe systems and other applications including SharePoint.
    • 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.

    Local Office Services

    • Support front desk administration including greeting visitors, arranging for local transportation, maintaining guest book, temporary badges and fax distribution.
    • Support meeting planning services to include conference room scheduling and set up, catering and maintenance and supplies.
    • Support mobility services to include set up of workspace arrangements, maintenance and supplies.
    • Assist with coordinating local office events and related activities.
    • Maintain an efficient filing system for documents in accordance with firmwide records system.
    • Support scanning, photocopying, binding and assembly of documents as well as incoming and outgoing U.S. Mail, FedEx and courier services.
    • Support local office accounts payable coding process responsibilities.
    • Maintain common areas in office including inventory, organizing and restocking supplies.
    • On-site contact for vendor relations, safety and security, facility maintenance and repair issues and liaison with building management.
    • Manage office supply inventory and related expenses, including stocking at printer stations, break room and conference center.
    • Maintain network copier including toner replacement, troubleshooting prior to contacting vendor service, tracking and following-up on issues to ensure an acceptable uptime.


    Minimum Qualifications:

    • Five years or greater administrative and project work experience working in Professional services and/or consulting firm environment is required. Tax processing experience preferred.
    • College coursework in office or business administration or equivalent experience required. College degree preferred.
    • Intermediate level of expertise in Microsoft Word, Excel, Adobe Professional, Outlook, and web based applications are required. Expertise in 2013 is preferred.
    • 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.
    • 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.
    • Solid 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 and work 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.
    • Demonstrate openness to new challenges and opportunities and continuous learning.
    • 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 with ability to guide others on processes.


    • 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, based on project schedules and peak business periods. Estimate an annual average of 5% overtime.
    • Flexible to occasional travel based on business support need.
    • Some light lifting, walking, standing and 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.


    About the Team:


    Global Services (GS):  Global Services (GS) executes strategies to create an exceptional client experience, greater synergy and high quality support to our people across the firm through a connected group of individuals who are deeply specialized in the areas of office operations, business support, project services, production, real estate, travel and tax processing; aligned geographically or globally.


    Our Benefits:

    At Crowe, we know that great people is 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 cultivate your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach who will guide you in your career goals and aspirations.

    Learn more about where talent can prosper.


    More about Crowe:

    Crowe ( 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.




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