Tax Workflow Coordinator (Temporary - 3 to 4 months)

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Located in San Rafael, CA

Salary: $27-$28 per hour

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: The Tax Workflow Coordinator ensures smooth, accurate delivery of client tax returns by managing payments, e-signature workflows, document organization, and client support. This role requires strong administrative skills, high technical proficiency, and the ability to manage a fast-moving, high-volume workflow during tax season.

 

Responsibilities: 

 

• Manage Square payments for completed returns

• Coordinate DocuSign workflows for 600–1,000 returns

• Organize documents in ShareFile using consistent standards

• Support clients with payments, signatures, and document access

• Assist staff with workflow and document routing

• Track return status to ensure all steps are completed

• Handle general administrative tasks during peak season

• Navigate multiple platforms quickly and accurately

Qualifications:

 

• Strong administrative and organizational skills

• High technical proficiency and ability to multitask across platforms

• Experience with Square, DocuSign, and ShareFile (or similar tools)

• Excellent client service and communication skills

• Ability to manage high-volume workflows under deadlines

• 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

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