Client Support Administrator

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.

 

What will you be doing?

We’re seeking a Client Support Administrator to join our R&D Tax Team in London, which is responsible for helping a diverse range of clients access government incentives that encourage investment in R&D and drive technological progress.

We are looking for a client administrator to support our client-facing teams with onboarding, delivery and billing across our client engagement

You'll be client facing, working alongside our technical consultants to ensure smooth delivery of complex engagements, including requesting data from client teams, scheduling meetings and site visits, supporting with filing, managing client take on and due diligence procedures, overseeing workflow management across the portfolio and supporting with billing processes. 

You will be joining a fantastic work environment and a growing team with a strong entrepreneurial culture. You will benefit from working with industry-leading R&D tax specialists, as well as collaborating with established experts from other Business Tax service lines. The team has a strong learning and development framework in place, meaning you will benefit from a knowledge sharing environment, giving you the opportunity to broaden your skill set as well as strengthening your core technical skills.

As Client Support Administrator, your responsibilities will include among others

• Diary management for leadership team
• Scheduling client meetings and site visits  
• Managing agendas, note taking on client meetings where necessary
• Updating project trackers
• Coordinating internal R&D management meetings 
• Team client travel arrangements
• Client onboarding processes
• Engagement letter drafting
• Invoice sending and tracking
• Software workflow updates on claim progress

The role will involve a significant amount of direct client interaction, including dealing with clients by telephone, e-mail, face to face and in writing.

Skills and Experience 

To be successful in this role, you should

• Have relevant experience gained within either the financial or professional services industry
• Demonstrate a good knowledge of non-technical issues relating to the business conducted by S&W
• Possess strong communication skills 
• Have strong literacy and numeracy skills 
• Have ability to work on own initiative 
• Have ability to work well in a high performing team and to effectively prioritise work 

As a colleague here at S&W you will have access to benefits that include

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

 

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W 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 workplace 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.