Client Service Administrator

S&W; Bristol; Hybrid; GBP 22,000 - 28,000; Full time

Job summary

A leading UK accountancy firm is seeking a Client Services Administrator to join their successful tax team in Bristol. Responsibilities include general admin tasks, onboarding clients, formatting documents, and supporting the team and marketing efforts. This entry-level position offers a competitive salary and benefits in a supportive and inclusive environment.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Educated to GCSE level or equivalent.
• Excellent communication skills, both verbal and written.
• Strong attention to detail and advanced administration abilities.

Responsibilities

• General administration duties to support the tax team.
• Onboarding new clients and formatting documents.
• Arranging appointments and meetings.

Skills

Communication

Attention to detail

Problem-solving

Confidentiality

Education

GCSE level or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

MS Teams

Outlook

Job description

1 day ago Be among the first 25 applicants

Company Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Company Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.

Job Description

We’re seeking a talented individual to join our successful tax team in Bristol where you will be responsible for providing a range of administrative duties to support the team and Partners.

Key Responsibilities:

• General administration duties
• Onboarding new clients
• Formatting Word documents, PowerPoint presentations plus other standard documents
• Arranging appointments, meetings and lunches
• Booking travel and accommodation
• Various adhoc admin tasks
• Providing support to BD/Marketing including event organisation
• Support to the National tax team and National Tax Director
  
  

Qualifications

Skills and Experience

To be successful in this role, you should

• Be educated to GCSE level or equivalent
• Have excellent communication skills, both verbal and written, and strong attention to detail
• Have excellent administration skills, including advanced ability in Word, Excel, PowerPoint, MS Teams and Outlook
• Understand the need for working discreetly and maintaining confidentiality
• Have the ability to problem solve and work independently as required and prioritise workloads
  
  

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
  
  

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W Group we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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