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

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

10 Nov
|
PwC
|
Calgary

10 Nov

PwC

Calgary

Line of Service Tax Entrepreneurial & Private Business (EPB) - Private Clients Management Level Senior Associate 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. As a Client Coordinator, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that'llelevate your career. 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 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 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 Post-secondary education in business administration, project coordination,operationsora relateddiscipline is preferred.

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 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; 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 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 solid 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 **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 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 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 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.

During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package. Powered by the latest technology,you'llbe a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. 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.

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: 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 Available for Work Visa Sponsorship?

Job Posting End Date 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. 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.

For more information about our use and protection of your data, please refer to our Privacy Policy ( L'utilisation de l'intelligence artificielle (IA) dans le domaine du recrutement en est à ses balbutiements.

📌 Client Coordinator (Private Tax), Senior Associate (Bilingual FR/EN)
🏢 PwC
📍 Calgary

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