W1001
Located in San Rafael, CA
Pay: $27-$28 per hour
Job Full Description
Job Title: Tax Workflow Coordinator (Temporary - 3 to 4 months)
Schedule: Monday - Friday, 9am-5pm (Overtime during peak tax season)
Pay Range: $27.00 - $28.00 per hour
Description:
Step into a key role as the Tax Workflow Coordinator, keeping the entire tax return process running smoothly and on schedule. You’ll manage payments, e‑signature workflows, and document organization while supporting clients through each step. This fast‑paced, high‑volume role calls for sharp administrative skills, strong technical know‑how, and the ability to stay organized under pressure—especially during tax season.
Responsibilities:
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Manage Square payments for completed returns
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Coordinate DocuSign workflows for 600–1,000 returns
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Organize documents in ShareFile using consistent standards
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Support clients with payments, signatures, and document access
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Assist staff with workflow and document routing
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Track return status to ensure all steps are completed
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Handle general administrative tasks during peak season
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Navigate multiple platforms quickly and accurately
Qualifications:
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Strong administrative and organizational skills
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High technical proficiency and ability to multitask across platforms
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Experience with Square, DocuSign, and ShareFile (or similar tools)
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Excellent client service and communication skills
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Ability to manage high-volume workflows under deadlines
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Prior tax or professional services experience a plus
Call our office 415-472-5400
Visit our office 38 Mitchell Blvd, San Rafael, CA, 94903
Send your resume to Jobs.SanRafaelCA@ExpressPros.com
San Rafael, CA
3162
38 Mitchell Boulevard
San Rafael, CA 94903
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