Job Details

Gulla CPA is looking for a proactive and detail-oriented Administrative Assistant to join our team in Rockwall, TX. The ideal candidate will demonstrate exceptional organizational skills, strong communication abilities, and a proven ability to take initiative. This multi-faceted role requires a self-starter who thrives in a fast-paced environment, excels at managing multiple priorities, and consistently meets tight deadlines.

Responsibilities

• Greet walk-in clients with professionalism and courtesy.
• Handle and coordinate active calendars to ensure efficient scheduling.
• Schedule and confirm meetings, ensuring all details are managed.
• Ensure files are organized according to office protocol and maintained accurately.
• Provide ad hoc support around the office as needed to ensure smooth operations.
• Assist with billing and collection tasks, including preparing invoices and tracking payments.
• Process payments (via check, credit card, or electronic methods) and maintain accurate records.
• Assist with reconciling discrepancies related to client payments and accounts.
• Follow up with clients on outstanding invoices and overdue payments, ensuring proper documentation of communications.

Skills

• Proven experience as an office assistant, or in another relevant administrative role.
• Knowledge of Microsoft software (Word, Excel, Outlook).
• Experience with billing and payment processing systems.
• Ability to adapt to varied work requirements and to be flexible.
• Ability to communicate in a clear, concise, and professional manner.
• Detail-oriented with a strong focus on accuracy in billing and payment records.
• Familiarity with CCH software is a plus.
• Understanding of basic accounting principles and billing processes is a plus.
• Excellent organizational and time management skills.
• Analytical abilities and aptitude in problem-solving.
• Excellent written and verbal communication skills.
• Ability to multitask and prioritize workload.
• Reliable/Punctual/Flexible.
• MUST be a self-starter and team player.

Qualifications

• Associates degree or equivalent experience.
• Experience in billing, collections, or payment processing preferred.
• Strong interpersonal, customer service, and communication skills.
• Ability to multitask and prioritize effectively.
• Proficient in Microsoft Office suite and familiarity with accounting software.

Position Details

• Compensation based on experience level
• Full-time, on site (very limited travel)
• PTO, holidays, 401K, and health insurance available to full-time employees

Gulla CPAs & Advisors, LLP is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.