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

PwC; Calgary; On-site; CAD 58,000 - 98,000; Full time

Job summary

PwC Canada is seeking a Client Coordinator, Senior Associate to support Tax engagements through onboarding, proposal coordination, and delivery tracking. You will maintain client data across systems and collaborate with Risk & Quality, Finance, and Tax Operations to ensure timely onboarding and accurate information.

Ideal candidates have strong organizational skills, experience in professional services support, and a willingness to leverage automation and firm-approved tools.

Qualifications

• Post-secondary education in business administration, project coordination, operations or related discipline is preferred.
• 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.
• Bilingual English/French capability may be required depending on the role, business unit, or location

Responsibilities

• Engagement administration and onboarding (25%): complete onboarding activities, collect client information to support engagement setup and delivery readiness.
• Proposal and pursuit coordination (15%): support proposal processes, track milestones, inputs from teams and ensure brand consistency.
• Project management and delivery coordination (25%): provide workplans, deliverable trackers, status updates and risk escalation.
• Client activity and relationship support (15%): coordinate client activities, invitations, event follow-ups and deliverables.
• Business unit specific support (10%): onboarding, tracking, reporting and document management.
• Process improvement and standardization (10%): document SOPs, drive standardization and automation.

Skills

Engagement administration

Proposal coordination

Project coordination

Client service

Tax operations

Education

Post-secondary education in business administration

Tools

Salesforce

iPower

SAP

CCM

SharePoint

Excel

PowerPoint

Job description

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’llelevate 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, andrequireddocumentation; collect andvalidateclient, 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, deliverycentres, 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 asappropriate, 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 andmaintainreporting, 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, elevate 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, deliverycentres, 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 andmaintainrepeatable processes, checklists, SOPs, and practical guidance to support consistency, onboarding, training, knowledge sharing, and effective execution of recurring activities

• Drive process improvement and standardization byidentifyingopportunities to reduce duplication, improve handoffs, increase adoption of firm-approved tools,automationand 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’swhat we look for:

Education & Professional Certification

• Post-secondary education in business administration, project coordination,operationsora relateddiscipline is preferred. Equivalent professional experience may be considered

Work Experience

• Experience in administration, operations, project coordination, client service, Tax Operations, service delivery, billingcoordinationor a related practice support role isrequiredor 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, documentmanagementand reporting tools such asTaxPrep,iFirm,DocuSign, CCM, Salesforce,iPower, SAP, SharePoint, Excel, PowerPoint,Planneror 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, escalatively risk, and deliver a responsive and professional client experience

Customer/ Client Service

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

**Problem Solving/ Judgement/Decision Making**

• Apply sound judgment todeterminewhen to act, clarify, or elevate 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

• Identifyincomplete, 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

• Demonstrate informal leadership through ownership of coordination activities, effective stakeholder management, documentation of repeatable processes, and sharing practical insights that support training, standardization, continuous improvement, and adoption of updated processes and ways of working

• Provide informal coaching, knowledge-sharing, and process guidance, while promoting consistency, self-sufficiency, quality standards, resilience, and professionalism across teams and support resources

Sensory and Physical Efforts

• Requires strong attention to detail and the ability to prioritize across multiple stakeholders, competing deadlines, engagement documentation, system inputs, deliverables, and client information in a fast-paced environment

Working Conditions & Travel Requirements (if applicable)

• Primarily office-based role requiring flexibility to support peak Tax periods, proposal deadlines, and high-volume client or onboarding activities, with occasional extended hours across Canadian time zones and limited travel

• When applying to a Quebec based opportunity, fluency in French isrequired. Outside of Quebec, fluency in French is an asset

This newly created role reflects our commitment to growth and delivering distinctive value for our clients and stakeholders.

The salary range for this position is $58,400 - $97,500. The posted salary range represents the expected hiring range for PwC locations in major city centres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Whyyou’lllove PwC

We’reinspiring and empowering our people to change the world. Powered by the latest technology,you’llbe a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations,Métisand Inuit Peoples. We recognize the systemic racism,colonialismand oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Agile Methodology, Analytical Thinking, Business Case Development, Business Process Improvement, Change Control Processes, Communication, Costing, Creativity, Embracing Change, Emotional Regulation, Empathy, Inclusion, Intellectual Curiosity, IT Project Lifecycle, Kanban (Project Management), Learning Agility, Optimism, Plan of Action and Milestones (POA&M), Process Mapping, Process Standardization, Program Management, Project Budgeting {+ 24 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

We’re committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.

The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).

Nous tenons à répondre à vos besoins tout au long du processus de demande d’emploi, d’entrevue et d’embauche. Si vous avez besoin de mesures d’adaptation pour être parfaitement à l’aise, faites-le-nous savoir à l’étape de la demande d’emploi.

L’utilisation de l’intelligence artificielle (IA) dans le domaine du recrutement en est à ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. À certains stades de notre processus de recrutement, nous comptons sur l’IA pour améliorer votre expérience. Par exemple, pendant l’examen du curriculum vitæ ou l’élaboration d’une liste de recommandations personnalisées, l’IA peut ...