Senior Client Ops Admin Lead — NYC (Hybrid)

Citrin-Cooperman; New York (NY); On-site; USD 50,000 - 65,000; Full time

Job summary

Citrin Cooperman in New York, NY is seeking an Administrative Assistant to join the Firm Operations team. The role supports client service, onboarding, tax filing tracking, and calendar management for senior staff.

Ideal candidates have 5+ years of admin experience, strong Microsoft Office skills, and excellent organizational abilities. On-site work required, with occasional overtime as needed.

Qualifications

• Five+ years of administrative experience in professional services is preferred.
• High school diploma required; bachelor's degree a plus.
• Proficient in Microsoft Office with advanced Excel skills.
• Strong organizational and written/verbal communication abilities.

Responsibilities

• Serve as a primary point of contact for a major client and coordinate with tax and audit teams.
• Support onboarding of new clients and maintain accurate client records.
• Monitor tax filing deadlines, notices, and deliverables and update tracking reports.
• Plan meetings, travel, and client events; prepare correspondence and contracts.

Skills

Excel

Microsoft Office

Communication

Teamwork

Education

High School Diploma

Bachelor's degree a plus

Tools

SharePoint

Job description

Citrin Cooperman in New York, NY is seeking an Administrative Assistant to join the Firm Operations team. The role supports client service, onboarding, tax filing tracking, and calendar management for senior staff.

Ideal candidates have 5+ years of admin experience, strong Microsoft Office skills, and excellent organizational abilities. On-site work required, with occasional overtime as needed.