Top 266 Client reporting associate Jobs in Plano, Tx

Client Engagement Senior Associate, Tax Operations
Crowe —Plano, TX
- $21.75 - $44.50 an hour
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- US work authorization
Quick Apply
6d
Payment Operations Associate
Tapcheck —Plano, TX
- $24 - $28 an hour
- Full-time
- Hybrid work
- Office
- Finance
- Bachelor's degree
- Health savings account
- AD&D insurance
Client Services Associate
Veritext —Dallas, TX
- $21 - $25 an hour
- Email
- Hybrid work
- Mid-level
- US work authorization
- Organizational skills
- Paid parental leave
- Disability insurance
Quick Apply
Warehouse Associate
Bedrosians Tile and Stone —Plano, TX
- $20 - $22 an hour
- Full-time
- Spanish
- English
- Warehouse
- Health insurance
- Dental insurance
Quick Apply
Associate Client Manager
Premium Retail Services —Lewisville, TX
- $58,900 - $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Reporting Associate, Real Estate Technology
ORIX —Dallas, TX
- Full-time
- Mid-level
- Office
- Finance
- Adoption assistance
- Parental leave
Client Success Senior Associate - Tech/Startup Banking
JPMorganChase —Plano, TX
- $80,750 - $130,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
- Health insurance
- Tuition reimbursement
Associate Attorney
Rausch Sturm LLP —Dallas, TX
- $75,000 - $85,000 a year
- Full-time
- Mid-level
- In-person
- Ability to lift 25 pounds
- Health savings account
- Health insurance
Quick Apply
Bilingual Retail Sales Associate
2020 Companies, Inc. —Richardson, TX
- $18 - $20 an hour
- Weekends as needed
- Spanish
- English
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Bilingual Retail Sales Associate
2020 Companies, Inc. —Frisco, TX
- $18 - $20 an hour
- Weekends as needed
- Spanish
- English
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
12d
Senior Associate, Integrated Partnership Solutions
KPMG —Dallas, TX
- Full-time
- Mid-level
- Office
- Microsoft Office
- Disability insurance
- Health insurance
4d
Human Resources Associate
SRS Real Estate Partners —Dallas, TX
- Full-time
- Mid-level
- Bachelor's degree
- Continuous improvement
11d
Associate Property Manager, Multifamily
Cushman & Wakefield —Frisco, TX
- $34.74 - $40.87 an hour
- Full-time
- Sales
- Computer literacy
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
5d
Clinical Research Associate II - FSP
Precision for Medicine —Dallas, TX
- $91,500 - $137,300 a year
- Online Application
- Remote
- Clean driving record
- Word processing
- Mid-level
Quick Apply
Loan Documentation and Processing Intermediate Associate Analyst
Citi —Irving, TX
- $61,870 - $86,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
6d
Strategy Reporting -Senior Associate
JPMorganChase —Plano, TX
- $77,900 - $102,000 a year
- Full-time
- Mid-level
- 3 years
- Leadership
- Health insurance
- Tuition reimbursement
2d
Associate Cybersecurity Analyst | Early Career
Momentum —Dallas, TX
- Full-time
- Computer Science
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
4d
Client Service Transaction Coordinator - Commercial Term Lending, Commercial Real Estate - Associate
JPMorganChase —Plano, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Tuition reimbursement
Specialized Testing Associate I
Quest Diagnostics —Lewisville, TX
- From $25.92 an hour
- Full-time
- Microsoft Word
- Bachelor of Science
- Writing skills
- Employee stock purchase plan
- Disability insurance
Quick Apply
Sr. Associate, Business Onboarding - Hybrid - Plano, TX
Capital One —Plano, TX
- Email
- Mid-level
- Business development
- Fair chance
- Health insurance
8d

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client reporting associate jobs near plano, tx

Client Engagement Senior Associate, Tax Operations

Crowe -
Plano, TX

Quick Apply

Job Details

Full-time
$21.75 - $44.50 an hour
6 days ago

Qualifications

Workflow management (operations management method)
Professional ethics
AI tools proficiency
Microsoft Dynamics 365
Continuous improvement
Client management
SharePoint
Productivity software
Microsoft Dynamics
Stakeholder management

Full Job Description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient and effective service delivery within the Tax Business Unit. This individual serves as owning the full lifecycle of engagement coordination, from contract execution to billing and reporting. By leveraging business operations, technology platforms, and process optimization, the CES drives outcomes that improve client experience and operational integrity. This role demands a proactive mindset, strong relationship management skills, and the ability to anticipate and solve for barriers before they impact delivery.

Responsibilities:

Own End-to-End Engagement Support

Billing support including WIP (work in progress) analysis and invoice preparation
D365 entry/maintenance
New client set up and risk assessments
Drafting engagement contracts for new projects using Icertis of other software. Submission to DocuSign for delivery to clients and monitoring statuses through software
Reporting, with a focus on timeliness, accuracy, and consistency across the portfolio
Monitoring/generating reports, upcoming deadlines or project complexities to flag risks

Act as a Technology Champion:

Lead adoption of core systems (e.g., D365, SharePoint, Icertis, and AI-enablement tools)

Drive Strategic Resolution:

Use sound judgment and business insight to navigate complex issues
Proactively identify risks and resolve operational roadblocks with minimal escalation

Influence Stakeholder Success:

Build and maintain strong relationships with client service leaders Anticipate their needs, communicate proactively, and adjust support models to meet evolving expectations

Enable Process Improvement:

Identify and implement opportunities for workflow optimization and standardization
Partner with peers and leadership to scale repeatable best practices

Qualifications

Minimum 5 years of experience in professional services, client operations, or project coordination—ideally within a matrixed or consulting environment
Advanced knowledge of Microsoft Office Suite, Adobe, and firm systems including D365, SharePoint, iCertis, and Qvidian
Comfortable navigating new technologies and AI-enhanced tools
Demonstrated strength in process execution, documentation accuracy, and workflow management. Known for reliability and precision under deadline-driven conditions
Proactive mindset with a continuous improvement lens. Adaptable to evolving systems, shifting priorities, and peak workload demands
Committed to delivering high-value support. Seeks to understand client goals and aligns operational decisions with broader service outcomes

Hybrid Work Environment

This role follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe office may be considered for a remote work arrangement, subject to business needs.

We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

The application deadline for this role is 09/30/2026.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $21.75 - $44.50 per hour. This role follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe office may be considered for a remote work arrangement, subject to business needs.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe (www.crowe.com) 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.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.

Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role’s responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.

If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation

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Refine Your Search

client reporting associate jobs in plano, tx

Client Engagement Senior Associate, Tax Operations

Payment Operations Associate

Client Services Associate

Warehouse Associate

Associate Client Manager

Reporting Associate, Real Estate Technology

Client Success Senior Associate - Tech/Startup Banking

Associate Attorney

Bilingual Retail Sales Associate

Bilingual Retail Sales Associate

Senior Associate, Integrated Partnership Solutions

Human Resources Associate

Associate Property Manager, Multifamily

Clinical Research Associate II - FSP

Loan Documentation and Processing Intermediate Associate Analyst

Strategy Reporting -Senior Associate

Associate Cybersecurity Analyst | Early Career

Client Service Transaction Coordinator - Commercial Term Lending, Commercial Real Estate - Associate

Specialized Testing Associate I

Sr. Associate, Business Onboarding - Hybrid - Plano, TX

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