Job Description

Are You the Kind of Person Who Keeps Everything Running Smoothly?

You’re organized, proactive, and the one people count on to keep things on track. You notice the details others miss, solve problems before they escalate, and make sure nothing falls through the cracks.

If that sounds like you, this could be your opportunity.

At Gulla CPAs & Advisors LLP, we’re building a high-performing, fast-growing national firm — and none of it works without strong operational support. As our Administrative Assistant, you’ll be the backbone of our Rockwall, TX office, helping our team deliver great work and ensuring our clients always feel taken care of.

About the Role

As the Administrative Assistant, you’ll take ownership of the day-to-day operations that keep the firm moving. From client communication to billing support, you’ll play a critical role in creating a professional, efficient, and welcoming environment.

Core Responsibilities (your day-to-day)

• Greet clients and ensure every interaction reflects professionalism and care
• Answer phones and route inquiries effectively
• Manage calendars, scheduling, and meeting logistics with precision
• Support billing, collections, and payment processing
• Maintain accurate records and ensure files are organized
• Prepare agendas, track action items, and ensure accountability after meetings
• Assist executives directly with day-to-day coordination and follow-through

Growth & Development Opportunities (where you can expand in the role)

• Manage CRM (HubSpot) and client records with accuracy
• Use light design tools (e.g., Canva) to create social media content and executive presentations
• Learn and adopt new tools quickly (AI platforms, automation software, project management systems)
• Contribute to updating proposals, reports, and SOPs
• Take on special projects that keep the office and leadership team supported
• Stay curious and proactive — not just identifying problems, but bringing forward solutions

(We’ll provide training on our tools and systems, so what matters most is your ability to learn quickly and stay proactive.)

Who You Are

• A proactive, detail-oriented professional with experience in administrative or office support
• Organized and reliable, with strong multitasking and time management skills
• Comfortable with Microsoft Office Suite (Word, Excel, Outlook) and familiar with billing/payment systems
• Strong communicator who can interact professionally with clients and colleagues
• Flexible and adaptable, able to handle varied tasks without losing focus
• Familiarity with accounting principles or CCH software is a plus
• Above all: a self-starter and team player who takes initiative

What We Offer

• A role where your work makes a real impact on the success of the firm
• A collaborative culture that values reliability, initiative, and growth
• Competitive compensation based on experience
• PTO, holidays, 401(k), and health insurance for full-time employees
• A chance to grow alongside a firm that’s scaling nationally

Who We Are at Gulla CPAs & Advisors

Since 2019, Gulla CPA has grown from a humble local firm to a trusted financial partner serving business owners across the U.S. and internationally.

Our Mission: To empower business owners with financial clarity and proactive strategies so they can take control of their financial journey.

We’re a dynamic CPA and advisory firm offering:

• Accounting
• Tax Compliance
• Tax Advisory & Consulting
• Fractional CFO Services

Ready to be the person who keeps everything running smoothly?

Apply today and help us build something extraordinary.

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