Operations Administrative Specialist for Firm Support

Citrin Cooperman; Philadelphia (Philadelphia County); On-site; USD 42,000 - 54,000; Full time

Job summary

Citrin Cooperman is seeking an Administrative Assistant to join the Firm Operations team. The role supports the Office Manager and Regional Office Director, handling mail, meetings, data management in Dynamics and STAR, and engagement letter preparation.

The ideal candidate has 5+ years in a tax professional services environment, is proficient in Microsoft Office and Excel, and can work in-office with strong organizational and communication skills.

Qualifications

• 5+ years of administrative experience, tax professional services environment preferred.
• Proficient in Microsoft Office; strong Excel formulas and formatting.
• Excellent organizational and verbal/written communication skills.
• A team player with multitasking ability and attention to detail.
• In-office presence is required.

Responsibilities

• Create a professional and welcoming experience for visitors.
• Maintain clean and welcoming general office conditions for guests and staff.
• Handle incoming mail and prepare outgoing mail using various methods (US/international mail, UPS, FedEx, certified mail).
• Assist in arranging client or internal meetings, book hoteling spaces, and coordinate conference rooms.
• Monitor pooled administration mailboxes and support onboarding procedures.
• Update client data in Dynamics and STAR Practice Management databases.
• Prepare, deliver, and file engagement letters.
• Leverage AI-powered tools to improve efficiency and workflows across functions.
• Familiarity with tax department processes and related workflows.

Skills

Administrative experience

Microsoft Office

Excel skills

Organizational skills

Communication skills

Tools

Dynamics

STAR PM

Job description

Citrin Cooperman is seeking an Administrative Assistant to join the Firm Operations team. The role supports the Office Manager and Regional Office Director, handling mail, meetings, data management in Dynamics and STAR, and engagement letter preparation.

The ideal candidate has 5+ years in a tax professional services environment, is proficient in Microsoft Office and Excel, and can work in-office with strong organizational and communication skills.