Client Relations Specialist

Gulla CPA is a rapidly growing CPA and advisory firm seeking a dedicated Client Relations Specialist 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 Client Relations Specialist 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.

The Client Relations Specialist manages client onboarding, 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.

• Client Coordination and Information Gathering
  • Communicate with clients to collect required tax and accounting documents
  • Review submissions for completeness and accuracy before sending to the professional team
  • Guide clients through secure document upload and electronic signature steps
  • Track client responses and follow up to prevent bottlenecks or workflow delays
• Tax Process and Workflow Support
  • Stay fully knowledgeable about the firm’s tax process, deadlines, and compliance requirements
  • Work closely with tax preparers, reviewers, and partners to keep engagements on schedule
  • Monitor workflow systems to ensure tasks progress from preparation → review → delivery
  • Organize and maintain engagement files for audit readiness and team reference
• Technology and Systems Management
  • Maintain strong working knowledge of firm tools including:
  • CCH Axcess
  • Assure Sign
  • Quick Books Online
  • Other systems used for tax and accounting processes
  • Ensure proper data entry and accurate digital records
  • Support team members with basic system or client delivery issues
  • Maintain updated templates, checklists, and digital filing structures
• Finalization and E-Filing
  • Confirm receipt of all required signatures and payments before finalizing returns
  • E-file federal and state tax returns accurately and track acknowledgment receipts
  • Save final signed copies, payment records, and e-file acknowledgments in secure storage
  • Verify all deliverables are complete and filed according to firm policy

• Experience in a tax, accounting, admin, or operations environment
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple deadlines and follow structured processes
• Comfortable working with technology, digital workflows, and client portals
• Familiarity with CCH Axcess, Assure Sign, Quick Books Online, or similar systems (preferred)
• Ability to work independently while supporting a fast-growing team

• A proactive problem-solver who keeps work moving
• Someone who values accuracy and organization
• A strong communicator who can coordinate between clients and internal teams
• A reliable team member who thrives in a growing, systems-driven firm

• 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

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.

$55,000.00/yr - $75,000.00/yr

Seniority level:
Associate

Employment type:

Full-time

Job function:
Administrative and Customer Service

Industries:
Office Administration and Accounting

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