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.