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.