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

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  

• 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 is required. Outside of Quebec, fluency in French is an asset