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About the Role

The Client Coordinator provides operational, administrative, and project coordination support to Tax business units, acting as a central point of contact to ensure consistent, high-quality, and risk-aware service delivery. This role supports engagement initiation, documentation, tracking, and process discipline.

Responsibilities

• 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, engagement, scope, fee, and opportunity information to support engagement setup and delivery readiness.
• Maintain accurate client, engagement, and deliverable information across firm systems and coordinate with relevant stakeholders for timely completion of onboarding activities.
• Support proposal and RFP processes by coordinating timelines, templates, credentials, team biographies, case studies, approvals, formatting, and submission requirements.
• Gather inputs from technical and client-facing teams for proposals and track proposal milestones, owners, dependencies, and outstanding items.
• Collaborate with support teams to ensure alignment with firm brand, quality, and standard language requirements.
• Provide project coordination support for high-volume or complex engagements, including workplans, action logs, deliverable trackers, and deadline calendars.
• Monitor assigned and unassigned work, completion status, and potential bottlenecks.
• Prepare and maintain reporting, dashboards, and progress summaries.
• Coordinate deliverable readiness, filing, and delivery support, document status, access requirements, and follow-up actions.
• Escalate 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, and relationship support activities.
• Prepare client deliverables, emails, attachments, and supporting documentation for review and release.
• Build and maintain effective relationships with stakeholders across various departments to support timely delivery.
• Monitor activities against service levels and deadlines, and escalate delays or quality concerns.
• Uphold PwC independence, risk, quality, and confidentiality requirements.
• Provide flexible support aligned to business unit needs, including onboarding, opportunity tracking, deadline management, delivery coordination, reporting, and administrative support.
• Support operational projects or bulk-processing activities such as engagement letter uploads, record creation, questionnaire coordination, tracker updates, and document retrieval.
• Coordinate with global PwC offices, delivery centres, and support teams to manage cross-territory deliverables.
• Balance national processes with business unit-specific requirements to drive consistency, scalability, and quality.
• Document and maintain repeatable processes, checklists, SOPs, and practical guidance to support consistency, onboarding, training, and knowledge sharing.
• Drive process improvement and standardization by identifying opportunities to reduce duplication, improve handoffs, and increase adoption of firm-approved tools, automation, and AI-enabled solutions.
• Contribute insights to enhance the Client Coordinator support model.

Requirements

• Post-secondary education in business administration, project coordination, operations, or a related discipline is preferred.
• Equivalent professional experience may be considered.
• 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.
• 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.
• Strong written and verbal communication skills.
• Ability to collaborate across business unit leaders, engagement teams, Tax Operations, and enabling functions.
• Support a strong client service experience through effective coordination, accurate client information management, timely follow-up, and adherence to requirements.
• Apply sound judgment to determine when to act, clarify, or escalate matters related to onboarding, engagement setup, client activities, delivery tracking, and data quality.
• Manage 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.
• Contribute to the quality, timeliness, and consistency of engagement and client support activities.
• Reduce administrative burden, strengthen process discipline, and proactively escalate risks, blockers, missing information, or quality concerns.
• Demonstrate informal leadership through ownership of coordination activities, effective stakeholder management, documentation of repeatable processes, and sharing practical insights.
• Provide informal coaching, knowledge-sharing, and process guidance.
• Promote consistency, self-sufficiency, quality standards, resilience, and professionalism across teams and support resources.
• 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.
• Primarily office-based role requiring flexibility to support peak Tax periods, proposal deadlines, and high-volume client or onboarding activities.
• 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.

Skills

• Tax workflow
• Engagement administration
• Document management
• Reporting tools
• TaxPrep
• iFirm
• DocuSign
• CCM
• Salesforce
• iPower
• SAP
• SharePoint
• Excel
• PowerPoint
• Planner
• 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

Location

• Canada

Work Type

• Office-based
• Hybrid
• Remote

Experience Level

• Senior Associate

Education Level

• Post-secondary education in business administration, project coordination, operations or a related discipline is preferred.

Salary/Compensations

• $58,400 - $97,500

Benefits

• Variable incentive pay programs
• Competitive compensation package
• Inclusive benefits
• Flexibility programs

About the Company

• 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, Métis and Inuit Peoples.
• We recognize the systemic racism, colonialism and oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.
• We’re inspiring and empowering our people to change the world.
• Powered by the latest technology, you’ll be 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

Equal Opportunity

• 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.
• 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.