Job Description

COMPANY OVERVIEW:
Cornerstone Tax Service, Inc. is a trusted, award-winning tax and accounting firm based in Frankfort, Illinois. For over a decade, our firm has been built on integrity, accuracy, and personal service. We provide comprehensive tax, accounting, individual and business advisory solutions designed to help individuals and small businesses achieve financial peace of mind. At Cornerstone, we combine professional expertise with genuine care--delivering the same high standards of service, precision, and respect that we expect of ourselves.
POSITION SUMMARY:
This position reports directly to the Owner and plays a key role in supporting both our clients and internal team. The Receptionist Administrative Assistant serves as the first point of contact for clients, providing a welcoming and professional experience whether in person, over the phone, or via email.
Day-to-day responsibilities include managing clerical and administrative tasks, coordinating client communications, maintaining organized records, and ensuring smooth office operations. The ideal candidate is personable, detail-oriented, and thrives in a client-focused environment where organization and communication are essential.
At Cornerstone Tax Service, you'll be part of a collaborative team that values integrity, precision, and excellent service -- the foundation of everything we do.
RESPONSIBILITIES:

• Greet and welcome clients/guests in a professional and friendly manner
• Answer and direct phone calls, take messages, and provide information to callers
• Scheduling, rescheduling, and confirming client appointments for multiple staff
• Invoicing clients and collection of payments using applicable software
• Collating and packaging tax returns
• Review tax return outcomes with clients by phone or in person
• Perform general clerical duties including making copies, scanning, emailing, faxing, mailing, and filing documents both manually and digitally
• Training seasonal employees
• Provide administrative support to staff members as needed
• Monitoring supply stock and ordering replacements
• Perform other office tasks such as stocking coffee station and housekeeping at the end of the day to include vacuuming, taking garbage out, and making sure the kitchen area is tidy
• Navigating our portal system and assisting clients with access

QUALIFICATIONS:

• Must be a people person
• Must be customer service focused
• High school diploma or equivalency
• Minimum of 2 years of experience in office administration or reception
• Requires industry-specific experience in professional services (accounting, finance, legal, tax).

• Healthcare billing/coding does not align with the required industry experience.
• Familiarity with standard office management procedures
• Proficient in using phone systems and handling multiple phone lines
• Must be proficient in invoicing and receiving payments
• Must be proficient in Microsoft Office
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills

COMPENSATION & BENEFITS:
Pay: $45,000 - $50,000 Annually

• Paid time off (PTO, sick days, vacation)
• Health insurance
• Short-term and Long-term Disability
• Retirement plan or account options
• Tuition reimbursement
• Childcare benefits

Schedule:

• Outside of Tax Season: Monday - Friday, 8:30 a.m. - 4:30 p.m.
• During Tax Season: Monday - Friday, 8:00 a.m. - 4:00 p.m.

Skills Required