Client Coordinator (Private Tax), Senior Associate (Bilingual FR/EN)

Line of Service

Tax

Industry/Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - Private Clients

Management Level

Senior Associate

Job Description & Summary

The Client Coordinator provides operational, administrative and project coordination support to Tax business units, helping client-facing teams deliver consistent, high-quality and risk-aware service. The role acts as a central coordination point across assigned engagements, business units and enabling functions, supporting engagement initiation, documentation, delivery tracking, stakeholder follow-up and process discipline in alignment with PwC’s quality, risk and client service expectations.

The Opportunity

As a Client Coordinator, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:

Engagement administration and onboarding (25%)

Complete engagement initiation and onboarding activities, including client roll-forward, KYC, relationship checks, engagement acceptance, engagement letter tracking, job code setup, and required documentation; collect and validate client, contact, billing, scope, fee, and opportunity information to support engagement setup and delivery readiness

Maintain accurate client, engagement, and deliverable information across approved firm systems (e.g., Salesforce, iPower , SAP, CCM, SharePoint), and coordinate with Risk & Quality, Finance, Billing, Tax Operations, delivery centres , and other stakeholders to ensure timely completion of onboarding activities, data integrity, and process consistency

Proposal and pursuit coordination (15%)

Support proposal and RFP processes by coordinating timelines, templates, credentials, team biographies, case studies, approvals, formatting, submission requirements, and standard proposal content, while gathering inputs from technical and client-facing teams

Track proposal milestones, owners, dependencies, and outstanding items, escalating risks or delays as appropriate , and collaborate with Sales Enablement, Marketing, Creative, Document Production, and other support teams to ensure alignment with firm brand, quality, and standard language requirements

Project management and delivery coordination (25%)

Provide project coordination support for high-volume or complex engagements, including workplans, action logs, deliverable trackers, deadline calendars, status updates, and monitoring of assigned and unassigned work, completion status, and potential bottlenecks

Prepare and maintain reporting, dashboards, trackers, and progress summaries, while coordinating deliverable readiness, filing and delivery support, document status, access requirements, and follow-up actions, and escalating risks, blockers, capacity constraints, missing information, or process issues as appropriate

Client activity and relationship support (15%)

Support client activity coordination, including invitations, RSVP tracking, event follow-up, client research, account updates, relationship support activities, and preparation of client deliverables, emails, attachments, and supporting documentation for review and release

Build and maintain effective relationships with stakeholders across the Local Office, Acceleration Centre, Tax Operations, business units, and enabling functions to support timely delivery, monitor activities against service levels and deadlines, escalate delays or quality concerns, and uphold PwC independence, risk, quality, and confidentiality requirements

Business unit specific support (10%)

Provide flexible support aligned to business unit needs, including onboarding, opportunity tracking, deadline management, delivery coordination, reporting, administrative support, and operational projects or bulk-processing activities such as engagement letter uploads, record creation, questionnaire coordination, tracker updates, and document retrieval

Support Tax business units (e.g., International Tax, M&A, Private, SR&ED, Transfer Pricing, US Tax, Indirect Tax, and Network & Industry) by coordinating with global PwC offices, delivery centres , and support teams to manage cross-territory deliverables while balancing national processes with business unit-specific requirements to drive consistency, scalability, and quality

Process improvement and standardization (10%)

Document and maintain repeatable processes, checklists, SOPs, and practical guidance to support consistency, onboarding, training, knowledge sharing, and effective execution of recurring activities

Drive process improvement and standardization by identifying opportunities to reduce duplication, improve handoffs, increase adoption of firm-approved tools, automation and AI-enabled solutions, and contribute insights to enhance the Client Coordinator support model

What You'll Bring

Your skills, knowledge, and experiences are what set you apart. Here's what we look for:

Education & Professional Certification

Post-secondary education in business administration, project coordination, operations or a related discipline is preferred. Equivalent professional experience may be considered

Work Experience

Experience in administration, operations, project coordination, client service, Tax Operations, service delivery, billing coordination or a related practice support role is required or strongly preferred. Experience supporting Tax or other professional services teams is preferred

General Attributes

Strong organizational skills, attention to detail, and ability to manage multiple priorities, stakeholders, and deadlines; professional, proactive, and client service-oriented approach with sound judgment, discretion, and awareness of confidentiality, independence, risk, and quality requirements

Proficiency with firm systems, data, document repositories, spreadsheets, and workflow tools; commitment to continuous improvement, automation, and technology-enabled ways of working; flexibility to support peak periods and changing business needs; bilingual English/French capability may be required depending on the role, business unit, or location

Technical Skills & Specialized Knowledge

Familiarity with Tax workflow, engagement administration, document management and reporting tools such as TaxPrep , iFirm , DocuSign , CCM, Salesforce, iPower , SAP, SharePoint, Excel, PowerPoint, Planner or similar firm-approved systems is preferred

Communication/ Interpersonal Skills

Strong written and verbal communication skills, with the ability to collaborate across business unit leaders, engagement teams, Tax Operations, and enabling functions to coordinate activities, manage deadlines, escalate risks, and deliver a responsive and professional client experience

Customer/ Client Service

Support a strong client service experience through effective coordination, accurate client information management, timely follow-up on client activities and engagement milestones, and adherence to confidentiality, independence, risk, and quality requirements

Problem Solving/ Judgement/Decision Making

Apply sound judgment to determine when to act, clarify, or escalate matters related to onboarding, engagement setup, client activities, delivery tracking, and data quality, while managing competing priorities, stakeholders, and deadlines in a fast-paced environment

Identify incomplete, duplicate, or outdated information and use practical problem-solving skills to support data integrity, reduce duplication, improve handoffs, and drive continuous improvement

Accountability/ Impact of Decisions

Contribute to the quality, timeliness, and consistency of engagement and client support activities by reducing administrative burden, strengthening process discipline, and proactively escalating risks, blockers, missing information, or quality concerns to support client service, compliance, and operational efficiency

Leadership and Coaching

Demon