Mid Level Operations Assistant Jobs
Mid level operations assistant jobs go to professionals ready to own workflows end to end, coordinate cross-functional projects, and resolve operational gaps with minimal oversight. Openings are spread across on-site, hybrid, and remote settings in Education, Healthcare & Medical Services, and Trucking, with employers like Wabtec, State Street, and Boston College hiring at this level now.
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Showing 5 of 18+ Mid Level Operations Assistant jobs
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 at our NYC location.
Responsibilities are, but not limited to:
CLIENT SERVICE & RELATIONSHIP MANAGEMENT
- Serve as a primary point of contact for one of the firm’s largest clients, handling client requests and keeping communication timely and confidential.
- Coordinate client requests and deliverables with the Tax and Audit & Assurance engagement teams.
- Communicate with the client on behalf of partners and engagement teams, routing questions to the appropriate professionals.
CLIENT ONBOARDING & RECORDS MANAGEMENT
- Support new client acceptance by submitting pertinent client information into the firm’s onboarding software and ensuring client information is accurate across all systems.
- Maintain accurate, up-to-date client information and records.
- Upload and download confidential client documents, including tax returns and K-1s, through the client’s secure portal (SharePoint).
- Scan, file and organize client documents in accordance with firm record-keeping standards.
TAX FILING, DEADLINE & NOTICE MANAGEMENT
- Partner with leadership to ensure 300+ tax returns are extended and filed on time each year including any applicable tax payments.
- Maintain a deliverables tracker to monitor the status of tax returns and tax payments, making sure each deliverable is completed and sent to the client on time.
- Monitor incoming tax notices and coordinate with engagement staff to ensure each notice is answered on time and resolved.
WORKFLOW TRACKING & REPORTING
- Generate weekly tickler reports on client work in process (WIP) and monitor engagement status to keep teams informed of upcoming deadlines and deliverables.
- Analyze monthly WIP reports to identify outstanding items and support engagement team follow-up.
- Generate monthly WIP analysis reports to help identify billable work.
- Maintain a shared master tracker to monitor staff workflow and the status of tax and audit deliverables during busy season.
- Prepare meeting summaries and action items and follow up with staff to ensure client deadlines are consistently met.
ADMINISTRATIVE & LEADERSHIP SUPPORT
- Manage calendars, schedules, travel arrangements, itineraries and agendas for leadership and professionals.
- Plan and coordinate virtual and in-person client meetings, including reserving venues and conference rooms, arranging catering and preparing meeting materials.
- Plan and coordinate client lunches and dinners, as well as team social events.
- Prepare client letters, correspondence and mailings; send faxes; and arrange messenger pickups and deliveries.
- Collate tax returns.
- Prepare client contracts.
- Organizing lunch-and-learn sessions, webinars and presentations.
- Coordinate scheduling, invitations, room and virtual meeting setup, catering and presentation materials for each event. Partner with the CPE/CPU LEAD team on CPE credentialing opportunities.
The ideal candidate must:
- Have 5+ years of administrative experience (professional services environment preferred and tax operations experience is a plus)
- Have a high school diploma (bachelor’s degree is a plus)
- Be tech-savvy with proficiency in Microsoft Office and expertise in Excel functions including but not limited to tables, formulas, and formatting
- Be a team player with the ability to multi-task and pay strong attention to detail
- Possess strong organizational skills, including but not limited to verbal and written communication skills
- Have the capacity to work overtime (as needed)
- In-office requirement 4 days per week based on specific office location
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 at our NYC location.
Responsibilities are, but not limited to:
CLIENT SERVICE & RELATIONSHIP MANAGEMENT
- Serve as a primary point of contact for one of the firm’s largest clients, handling client requests and keeping communication timely and confidential.
- Coordinate client requests and deliverables with the Tax and Audit & Assurance engagement teams.
- Communicate with the client on behalf of partners and engagement teams, routing questions to the appropriate professionals.
CLIENT ONBOARDING & RECORDS MANAGEMENT
- Support new client acceptance by submitting pertinent client information into the firm’s onboarding software and ensuring client information is accurate across all systems.
- Maintain accurate, up-to-date client information and records.
- Upload and download confidential client documents, including tax returns and K-1s, through the client’s secure portal (SharePoint).
- Scan, file and organize client documents in accordance with firm record-keeping standards.
TAX FILING, DEADLINE & NOTICE MANAGEMENT
- Partner with leadership to ensure 300+ tax returns are extended and filed on time each year including any applicable tax payments.
- Maintain a deliverables tracker to monitor the status of tax returns and tax payments, making sure each deliverable is completed and sent to the client on time.
- Monitor incoming tax notices and coordinate with engagement staff to ensure each notice is answered on time and resolved.
WORKFLOW TRACKING & REPORTING
- Generate weekly tickler reports on client work in process (WIP) and monitor engagement status to keep teams informed of upcoming deadlines and deliverables.
- Analyze monthly WIP reports to identify outstanding items and support engagement team follow-up.
- Generate monthly WIP analysis reports to help identify billable work.
- Maintain a shared master tracker to monitor staff workflow and the status of tax and audit deliverables during busy season.
- Prepare meeting summaries and action items and follow up with staff to ensure client deadlines are consistently met.
ADMINISTRATIVE & LEADERSHIP SUPPORT
- Manage calendars, schedules, travel arrangements, itineraries and agendas for leadership and professionals.
- Plan and coordinate virtual and in-person client meetings, including reserving venues and conference rooms, arranging catering and preparing meeting materials.
- Plan and coordinate client lunches and dinners, as well as team social events.
- Prepare client letters, correspondence and mailings; send faxes; and arrange messenger pickups and deliveries.
- Collate tax returns.
- Prepare client contracts.
- Organizing lunch-and-learn sessions, webinars and presentations.
- Coordinate scheduling, invitations, room and virtual meeting setup, catering and presentation materials for each event. Partner with the CPE/CPU LEAD team on CPE credentialing opportunities.
The ideal candidate must:
- Have 5+ years of administrative experience (professional services environment preferred and tax operations experience is a plus)
- Have a high school diploma (bachelor’s degree is a plus)
- Be tech-savvy with proficiency in Microsoft Office and expertise in Excel functions including but not limited to tables, formulas, and formatting
- Be a team player with the ability to multi-task and pay strong attention to detail
- Possess strong organizational skills, including but not limited to verbal and written communication skills
- Have the capacity to work overtime (as needed)
- In-office requirement 4 days per week based on specific office location
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Top Industries Hiring
- Education
- Healthcare & Medical Services
- Trucking
- Insurance
- Automotive
Mid Level Operations Assistant Jobs: Frequently Asked Questions
How do I get a mid level operations assistant job?
Position your experience around ownership, not just task completion. Highlight projects you managed independently, process improvements you initiated, and results you can quantify. Tailor your resume to show cross-functional coordination and decision-making, not just support work. Employers at this level want candidates who have handled ambiguity and delivered outcomes, so lead with specific accomplishments rather than a list of duties.
Which companies hire mid level operations assistants?
Companies hiring mid level operations assistants right now include Wabtec, State Street, and Boston College, based on current listings on Migrate Mate as of November 2026. At this experience level, hiring tends to come from mid-size to large organizations that need someone who can run day-to-day operations with real autonomy, not just provide administrative support.
Are there remote mid level operations assistant jobs?
Yes, though availability varies by industry and company size. About 29% of mid level operations assistant openings are remote or hybrid as of November 2026, reflecting sustained employer flexibility in this role category. Fully remote positions often require stronger written communication and self-directed project management, since you're coordinating across teams without in-person visibility.
How do I move up to a mid level operations assistant role?
Moving from entry level into a mid level operations assistant role typically requires building a record of project ownership over your first few years. That means volunteering to lead process improvement initiatives, taking on cross-departmental coordination, and documenting measurable outcomes. Deepening familiarity with operations tools, vendor management, or data reporting, depending on your sector, signals readiness for the increased scope employers expect at mid level.
Which industries hire the most mid level operations assistants?
Mid Level operations assistant roles concentrate in Education, Healthcare & Medical Services, and Trucking, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because their scale and operational complexity require experienced coordinators who can manage workflows and support leadership without heavy supervision.