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.ResponsibilitiesPartner with tax SMEs to map technical tax workflows and identify high-value “jobs to be done” suitable for AI/technology augmentationProduce high-quality user stories, requirements documentation, and acceptance criteria to support product enhancement and tool developmentMaintain organized backlogs and documentation that enable efficient triage, prioritization, and deliveryPlan and lead enablement sessions for tax teams and new hires, including live trainings, recorded content, office hours, and targeted role-based upskillingCreate training materials and practical exercises that translate AI concepts into daily tax work outcomesAssist 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 consistencyContribute to practice-facing thought leadership on applied AI in tax, responsible use, and emerging capabilitiesConduct user acceptance testing sessions with tax teams; document outcomes, issues, and enhancement opportunitiesLog defects and improvement stories with clear reproduction steps and prioritization contextSupport QA testing and validate fixes/enhancements before broader releaseSkillsBachelor's degree in Tax, Accounting (with tax focus), or equivalent tax-related disciplineDemonstrated tax-domain understanding sufficient to engage in technical workflow discussions and translate work into requirementsProficiency 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 sessionsHigh organizational discipline: documentation, backlog tracking, follow-through, and clear status communicationWorking knowledge of tax concepts and the ability to engage tax SMEs in detailed discussions to understand workflows, pain points, risks, and decision pointsProficiency 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 workflowsAbility to elicit requirements, document user stories, define acceptance criteria, and translate ambiguous needs into actionable delivery artifactsSkilled at leading training sessions, office hours, and enablement programs for varied audiences (new hires through senior practitioners), tailoring instruction to different skill levelsCapability to assist SMEs in building tools/workflows within structured environments (e.g., ChatGPT, Alteryx, proprietary tools), while following governance, risk, and quality standardsDiscipline in UAT planning, test-case development, feedback capture, defect documentation, and iterative improvement cyclesStrong written and verbal communication; ability to produce user-facing guidance (job aids, instructions, FAQs), internal updates, and adoption materials that drive behavior changeCoding or automation skills (e.g., Python) applied to workflow enablement, document processing, or analyticsFamiliarity with Microsoft Azure, including exposure to AI servicesExperience with Azure AI Document Intelligence (or similar document extraction/classification tooling)Familiarity with Azure DevOps, agile delivery practices, and writing user stories / managing backlogsExperience with tools such as Alteryx (or comparable workflow automation tools)BenefitsComprehensive total rewards packageCompany OverviewCrowe 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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