Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking an Administrative Assistant to join our Firm Operations team within the Administrative Support department. They’re responsible for assisting in all aspects of office conditions, ensuring workflow, fostering the CC culture, and providing operational support for the Office Manager (OM) and Regional Office Director (OD).
Responsibilities are, but not limited to:
- Ensuring a professional and welcoming experience for visitors.
- Maintain clean and welcoming general office conditions for guests and team members.
- Back up to handling incoming mail by opening, scanning, and distributing, as well as preparing outgoing mail with familiarity of various delivery methods including but not limited to US mail, international mail, UPS, Fedex and certified mail.
- Assist the OM with arranging client or in-house meetings for Partners and staff, managing hoteling spaces, communicating event details, ordering office meals both in and out of busy season, coordinating office events, and setting up/breaking down conference rooms.
- Monitor and manage pooled administration mailboxes.
- Assist with new client onboarding procedures.
- Assist in managing client data updates by maintaining Dynamics and STAR Practice Management databases.
- Assist in the preparation, delivery, and filing of engagement letters.
- Leverage AI-powered tools and technologies to improve operational efficiency, streamline workflows, enhance productivity and support data-driven decision-making across business functions.
- Familiarity with tax department related processes and workflow inclusive of collating and delivery.
- Knowledge of Axcess Tax, CCH Workflow and CCH Document, SafeSend, Avalara etc preferred.
- Assist with ad-hoc projects (as needed).
The ideal candidate must:
- Have 5+ years of administrative experience (tax professional services environment preferred).
- Be tech-savvy with proficiency in Microsoft Office and expertise in Excel functions including but not limited to tables, formulas, and formatting.
- Possess strong organizational skills, including but not limited to verbal and written communication skills.
- Be a team player with the ability to multi-task and pay strong attention to detail.
- Have the capacity to work overtime (as needed).
- In-office requirement.
Skills Required
- 5+ years of administrative experience
- Experience in a tax professional services environment
- Proficiency with Microsoft Office
- Expertise in Microsoft Excel functions, including tables, formulas, and formatting
- Strong organizational skills
- Strong verbal and written communication skills
- Ability to work effectively as a team player
- Ability to multitask
- Strong attention to detail
- Capacity to work overtime as needed
- Ability to work in-office
- Familiarity with Axcess Tax, CCH Workflow, CCH Document, SafeSend, or Avalara
Citrin Cooperman Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citrin Cooperman and has not been reviewed or approved by Citrin Cooperman.
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Fair & Transparent Compensation — Base pay is considered competitive for public accounting and aligned to major metro markets. Market-consistent salaries help compensation feel fair even amid demanding workloads.
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Leave & Time Off Breadth — PTO is highlighted as generous, with paid holidays and even a staff sabbatical program. These policies provide meaningful time away that helps counterbalance peak-season intensity.
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Parental & Family Support — Paid parental leave is explicitly offered and viewed positively. This support strengthens the overall package for employees prioritizing family needs.
Citrin Cooperman Insights
What We Do
Citrin Cooperman is one of the largest professional services firms in the United States, founded in 1979. It provides comprehensive tax, accounting, and advisory services to middle-market companies and high-net-worth individuals. The firm delivers a tailored, integrated business approach and proactive guidance to help clients achieve their business and personal financial goals across various global markets.
