Client Coordinator (Mergers & Acquisitions), Senior Associate (Bilingual Fr/En)

Client Coordinator (Mergers & Acquisitions), Senior Associate (Bilingual Fr/En)

07 Nov
|
Financeroles
|
Toronto

07 Nov

Financeroles

Toronto

Line of ServiceTaxIndustry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior AssociateJob Description & SummaryThe 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 OpportunityAs a Client Coordinator, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that'llelevate your career. Your role will include, butisn'tlimited 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 readinessMaintain 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 consistencyProposal 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 teamsTrack 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 requirementsProject 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 bottlenecksPrepare 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 appropriateClient 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 releaseBuild 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 requirementsBusiness unit specific support (10%)Provide flexible support aligned to business unit needs, including onboarding, chance 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 retrievalSupport 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 qualityProcess improvement and standardization (10%)Document andmaintainrepeatable processes, checklists, SOPs, and practical guidance to support consistency, onboarding, training, knowledge sharing, and effective execution of recurring activitiesDrive 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 modelWhat You'll BringYour skills, knowledge, and experiences are what set you apart. Here'swhat we look for:Education & Professional CertificationPost-secondary education in business administration, project coordination,operationsora relateddiscipline is preferred. Equivalent professional experience may be consideredWork ExperienceExperience 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 preferredGeneral AttributesStrong 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 requirementsProficiency 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 locationTechnical Skills & Specialized KnowledgeFamiliarity 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 preferredCommunication/ Interpersonal SkillsStrong 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, elevate risks, and deliver a responsive and professional client experienceCustomer/ Client ServiceSupport 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 requirementsProblem Solving/ Judgement/Decision MakingApply 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 environmentIdentifyincomplete, duplicate, or outdated information and use practical problem-solving skills to support data integrity, reduce duplication, improve handoffs, and drive continuous improvementAccountability/ Impact of DecisionsContribute 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 efficiencyLeadership and CoachingDemonstrate 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 workingProvide informal coaching, knowledge-sharing, and process guidance, while promoting consistency, self-sufficiency, quality standards, resilience, and professionalism across teams and support resourcesSensory and Physical EffortsRequires 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 environmentWorking 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 travelWhen applying to a Quebec based opportunity, fluency in French isrequired. Outside of Quebec, fluency in French is an assetThis newly created role reflects our commitment to growth and delivering distinctive value for our clients and stakeholders.The salary range for this position is $60,000 - $100,100. 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.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.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)Optional SkillsAccepting 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 RequirementsNot SpecifiedAvailable for Work Visa Sponsorship?NoGovernment Clearance Required?NoJob Posting End DateAugust 25, 2026

📌 Client Coordinator (Mergers & Acquisitions), Senior Associate (Bilingual Fr/En)
🏢 Financeroles
📍 Toronto

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