Administrative Coordinator

2 weeks ago


Troy, United States Gulla CPA Full time

Gulla CPA is a rapidly growing CPA and advisory firm seeking a dedicated Super Admin to support firm operations, tax workflows, and client coordination. This role is essential in ensuring smooth communication, accurate information flow, and efficient tax processing so our CPAs and specialists can stay focused on high-level client work.The Super Admin plays a key role in maintaining workflow quality and keeping engagements on track from the moment a client submits documents to the final e-filing of tax returns.Role SummaryThe Super Admin manages tax processes, client communication, and firm technology to ensure that every engagement moves smoothly from start to finish. This role requires attention to detail, strong communication, and the ability to coordinate across multiple teams while maintaining compliance and accuracy.Key Responsibilities1. Client Coordination and Information GatheringCommunicate with clients to collect required tax and accounting documentsReview submissions for completeness and accuracy before sending to the professional teamGuide clients through secure document upload and electronic signature stepsTrack client responses and follow up to prevent bottlenecks or workflow delays2. Tax Process and Workflow SupportStay fully knowledgeable about the firm’s tax process, deadlines, and compliance requirementsWork closely with tax preparers, reviewers, and partners to keep engagements on scheduleMonitor workflow systems to ensure tasks progress from preparation → review → deliveryOrganize and maintain engagement files for audit readiness and team reference3. Technology and Systems ManagementMaintain strong working knowledge of firm tools including:CCH AxcessAssureSignQuickBooks OnlineOther systems used for tax and accounting processesEnsure proper data entry and accurate digital recordsSupport team members with basic system or client delivery issuesMaintain updated templates, checklists, and digital filing structures4. Finalization and E-FilingConfirm receipt of all required signatures and payments before finalizing returnsE-file federal and state tax returns accurately and track acknowledgment receiptsSave final signed copies, payment records, and e-file acknowledgments in secure storageVerify all deliverables are complete and filed according to firm policyQualificationsExperience in a tax, accounting, admin, or operations environmentStrong organizational skills and attention to detailExcellent written and verbal communication skillsAbility to manage multiple deadlines and follow structured processesComfortable working with technology, digital workflows, and client portalsFamiliarity with CCH Axcess, AssureSign, QuickBooks Online, or similar systems (preferred)Ability to work independently while supporting a fast-growing teamWhat We’re Looking ForA proactive problem-solver who keeps work movingSomeone who values accuracy and organizationA strong communicator who can coordinate between clients and internal teamsA reliable team member who thrives in a growing, systems-driven firmWhat We OfferA role where your work makes a real impact on the success of the firmA collaborative culture that values reliability, initiative, and growthCompetitive compensation based on experiencePTO, holidays, 401(k), and health insurance for full-time employeesA chance to grow alongside a firm that’s scaling nationallyWho We Are at Gulla CPAs & AdvisorsSince 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:AccountingTax ComplianceTax Advisory & ConsultingFractional CFO ServicesReady to be the person who keeps everything running smoothly?Apply today and help us build something extraordinary.



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