Crowe is one of the largest public accounting, consulting and technology firms in the United States, dedicated to delivering excellent service through innovation. The Tax AI Associate role supports the adoption of AI and enabling technologies across tax professionals, focusing on translating tax workflows into usable tools and training.
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
Skills
- 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
- Working knowledge of tax concepts and the ability to engage tax SMEs in detailed discussions to understand workflows, pain points, risks, and decision points
- Proficiency using ChatGPT or equivalent enterprise-grade customizable chat solutions to support knowledge work, workflow acceleration, and responsible use. Ability to translate 'prompting' into repeatable playbooks, templates, and workflows
- Ability to elicit requirements, document user stories, define acceptance criteria, and translate ambiguous needs into actionable delivery artifacts
- Skilled at leading training sessions, office hours, and enablement programs for varied audiences (new hires through senior practitioners), tailoring instruction to different skill levels
- Capability to assist SMEs in building tools/workflows within structured environments (e.g., ChatGPT, Alteryx, proprietary tools), while following governance, risk, and quality standards
- Discipline in UAT planning, test-case development, feedback capture, defect documentation, and iterative improvement cycles
- Strong written and verbal communication; ability to produce user-facing guidance (job aids, instructions, FAQs), internal updates, and adoption materials that drive behavior change
- 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)
Benefits
- Comprehensive total rewards package
Company Overview
Crowe LLP is a public accounting, consulting, and technology firm. It was founded in 1942, and is headquartered in Chicago, Illinois, USA, with a workforce of 5001-10000 employees. Its website is https://www.crowe.com/.
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