Tax AI Associate jobs in United States
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Crowe · 1 day ago

Tax AI Associate

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.

AccountingAdviceConsultingFinanceFinancial ServicesInformation TechnologyProfessional ServicesTax Consulting
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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

Qualification

Tax Domain FluencyAI Enablement & Applied GenAIRequirements & User Story DevelopmentCo-Building & Tool ConfigurationQualityTestingFeedback SystemsTraining & FacilitationCommunication & Change EnablementCodingAutomation skillsMicrosoft AzureAlteryxAzure DevOps

Required

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

Preferred

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

Crowe LLP is a public accounting, consulting, and technology firm.

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-08-29Acquired

Leadership Team

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James L. Powers
CEO
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Joy Mikolajczak Duce
Managing Principal/Partner - Human Capital Consulting
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Company data provided by crunchbase