Senior Associate – Client Account Manager, Tax and Legal

PwC

. Manage the full lifecycle of client engagements across an allocated Partner portfolio .

Posted 10/13/2026full-timeSydney • AustraliaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client engagements, including the full lifecycle of projects, billing processes, and compliance with R&Q policies. Proficient in Salesforce for tracking and managing risks, approvals, and client communications.

Highest-signal resume keywords

Salesforce Risk ManagementBilling and Cash CollectionEngagement Letter ManagementWIP MonitoringR&Q Policies Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Engagement ManagementBilling ProcessesRisk ManagementCompliance ManagementDocument Review Accuracy

Soft Skills

Clear CommunicationProactive Task ManagementMultitasking AbilityDeadline Management

Tools & Technologies

SalesforceIPower

Industry Keywords

Engagement LettersWIPProvisionsWrite-offsR&Q Policies

About the role

Key responsibilities & impact

Manage the full lifecycle of client engagements across an allocated Partner portfolio
Set up opportunities in Salesforce and progress Risk Management and Engagement Acceptance steps
Track stages, flag risks or delays, and coordinate with Partners and relevant teams
Submit Client Acceptance items for approval and follow through to completion
Create, approve and maintain job codes
Coordinate AFS preparation and review, including SOPS analysis
Manage AFS review questions and follow-ups and chase approvals
Monitor AFS approval status against agreed fees and escalate issues
Gather scope and fees and compile Engagement Letters
Review, finalise and distribute Engagement Letters
Track outstanding signatures and follow up on execution
Monitor WIP and identify items ready for billing, provisions or write-offs
Draft, approve and issue invoices accurately and on time
Follow up overdue invoices and support cash collection
Manage job codes through their full lifecycle
Initiate annual compliance engagements and coordinate with local, international and Connected Teams
Respond promptly to R&Q-related emails and follow through to resolution
Request client feedback at the end of jobs
Work with Partners and Job Managers to prioritise portfolio needs
Collaborate with KAC, Risk & Quality, T&L Operations, Finance and other internal teams

Requirements

What you’ll need

Previous experience in a similar support function
Understanding of Salesforce Risk Management lifecycle
Exposure to iPower
Understanding of billing and cash collection concepts, including WIP, provisions and write-offs
Deep understanding of R&Q policies and procedures
High accuracy when reviewing engagement documents, billing and compliance items
Clear written and verbal communication
Ability to manage multiple concurrent tasks and meet deadlines
Proactive approach and ability to drive tasks forward
Strong knowledge of an allocated client portfolio
Expected in the Sydney office a minimum of 4 days per week
Available for work visa sponsorship: No
Commitment to integrity and care for colleagues, clients and the broader community

Benefits

Comp & perks

Flexibility in how, when and where you work
Clear career progression pathways
Continuous learning and leadership development
Generous leave entitlements, including floating public holidays and birthday leave
Option to purchase additional leave
Parental leave policy offering up to 26 weeks for caregivers
Inclusive environment committed to diverse perspectives
Workplace accommodations and recruitment-process adjustments where needed