Line of Service
Asset and Wealth ManagementSpecialism
Entrepreneurial & Private Business (EPB) - Private ClientsManagement Level
SpecialistJob Description & Summary
A career within Private Company services, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition.
Our team helps our clients design and implement personal and customized service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Specialist, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. What you'll create and do:
As Specialist, you'll work as part of our Family Enterprise Services team of problem solvers, helping to solve complex business issues from strategy to execution for our High Net Worth clients. Responsibilities include but are not limited to:The Client Lead will be a contact for clients and may help answer and/or triage (redirect to the appropriate individual) client enquiriesThe Client Lead will be responsible for collaboration with the Family Enterprise Services team and other specialty groups within PwC (e.g., PwC Law, US Tax, International Tax, Deals, etc).The Client Lead's duties will revolve around the client - ensuring that the client's needs are met and that a strong level of trust is created. This includes but is not limited to the coordination of client deliverables and interactions (tax returns, financial statements, legal documents, meetings, tax instalment payment dates, interactions with bankers and investment advisors etc.) ensuring that service delivery is seamless. The Client Lead is focused on enhancing the client experience - this involves both direct contact with clients and supporting the client service team with administrative or other related responsibilities. The successful candidate will be a key contact for assigned client programs, as well as a central administrator of these accounts; working closely with both external clients as well as internal client service teams.Tasks may include (but are not limited to):Initiate the internal onboarding processes for new client filesAssist with client service plans and engagement letters for all clients on a timely basis, coordinating with our London Acceleration Centre ("LAC") responsible for tax return preparationInitiate client acceptance processes (including "Know Your Client" requirements)Assist staff with collecting/scanning/uploading/filing information required by the LAC or client service teamsAssisting in billing processesRegularly maintain and update client listings What you'll bring to this role: An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work A demonstrated commitment to valuing differences and working alongside diverse people and perspectivesDemonstrates ability to manage relationships and communicate effectivelyConfidence in ability to work in a highly technical, digitized and changing work environmentDemonstrates a professional attitude, discretion, integrity and tact at all timesAble to negotiate and influence effectively, with an ability to challenge in a constructive mannerSelf-starter with a pragmatic problem-solving mindset, the ability to manage multiple projects and meet deadlinesAbility to work independently and with minimal directionExperience with deadline-oriented environment and matrix reporting structureProficiency in Microsoft and Google Suite of applicationsConsiderable experience in large volume client service environment within Accounting/Law/Investment Firm will be an assetWhy you'll love working for PwC
At PwC, we support you through a range of financial and non-financial rewards and benefits. Discover a life that works for you with our diverse, inclusive and flexible culture. To learn how you can grow and shine in your career at PwC, please visit: https://www.pwc.com/ca/whypwc See how you can create your future at PwC
www.pwc.com/ca/en/careers/create-your-future.html Applying at PwC
At PwC, we embrace new technology where you will learn to innovate and deliver differently . For Administrative, Specialist, Associate, Senior Associate, and Manager roles you may have the opportunity to participate in an on-demand video interview. To learn more about our innovative cloud-based online application interview process click here: https://www.pwc.com/ca/applytopwc
We take your privacy seriously. To protect your personal information, please submit your application directly through PwC Canada Careers: https://www.pwc.com/ca/en/careers.html Education
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PwC is committed to building a diverse workforce representative of the communities we serve. We encourage and are pleased to consider all qualified candidates, without regard to race, colour, citizenship, religion, sex, marital / family status, sexual orientation, gender identity, aboriginal status, age, disability or persons who may require an accommodation, to apply.
Every day we see how people make businesses great. But it's not only about skills. If your experience is close to what we're looking for, please consider applying. We recognize that experience comes in many forms, and passionate teams reimagine the possible. Create your future at PwC.
PwC s'engage à bâtir une équipe diversifiée et représentative des collectivités qu'il sert. Nous invitons toutes les personnes qualifiées, sans égard à leur appartenance ethnique, leur race, leur religion, leur sexe, leur orientation sexuelle, leur identité sexuelle, leur statut d'autochtone, leur âge, leur handicap ou leurs besoins en matière d'adaptation du milieu de travail, à présenter leur candidature, qu'il nous fera plaisir d'examiner.
Chaque jour, nous voyons des personnes participer à l'essor des entreprises. Ce n'est pas seulement une question de compétences. Si votre expérience se rapproche de ce que nous recherchons, n'hésitez pas à postuler. Nous sommes conscients que l'expérience peut prendre diverses formes et que des équipes de passionnés peuvent réinventer le possible. Créez votre avenir chez PwC.