Tax Resource Support Specialist

About Dean Dorton

Dean Dorton’s team makes up one of the largest advisory firms in the United States. We thrive when you thrive! We are here to help you succeed in every step of your development and career as you work with nationally recognized experts in a recognized best place to work.

Our core values guide how we work, lead, and support one another every day. They are:

Integrity - We do the right thing, integrity guides our decisions.

Relationships - We value people, relationships drive our impact.

Collaboration - We win as one team, collaboration fuels our success.

Growth - We stay curious, growth is our mindset.

About Tax Services

Dean Dorton's tax team provides comprehensive solutions to our clients, serving a wide variety of entity types and industries. Our team partners with clients to meet their compliance requirements, while also providing the crucial guidance and expertise they need to implement an overall tax strategy covering local, state, national, and international areas. We support clients by minimizing their tax burden and maximizing their business and financial goals.

About the Role

The Tax Resource Support Specialist assists the Tax Resource Manager in coordinating staffing, tracking workflow, and supporting both internal and outsourced tax resources. This role focuses on execution, data tracking, and facilitating communication across teams to help ensure tax engagements are appropriately assigned, effectively monitored, and delivered on time. The position plays a key role in supporting efficient resource utilization and meeting client service deadlines.

Essential Duties & Responsibilities

Resource Coordination Support

Assist in assigning tax engagements to appropriate staff based on guidance from the Tax Resource Manager

Maintain and update staffing schedules and resource allocation trackers

Monitor daily workload distribution and flag imbalances or capacity concerns

Support real-time adjustments to staffing during peak periods

Outsourcing Coordination Support

Assist with routing work to outsourced tax preparation teams

Track status of outsourced engagements, including start dates, due dates, and completion

Ensure all required documentation, instructions, and source files are complete before sending work externally

Follow up with outsourcing teams on outstanding deliverables and deadlines

Escalate delays, quality concerns, or process issues to the Tax Resource Manager

Maintain logs of outsourced work, including volume, turnaround time, and rework

Workflow Tracking & Administration

Maintain workflow systems and ensure engagements are updated accurately

Track project status across preparation, review, and completion stages

Perform regular data integrity checks within workflow tools

Assist in enforcing standardized workflow procedures and naming conventions

Reporting & Data Analysis

Generate routine reports on capacity, utilization, turnaround times, and project status

Compile outsourcing performance data (timeliness, errors, rework trends)

Provide insights to support staffing and workload decisions

Assist with building dashboards or trackers for leadership visibility

Communication & Coordination

Serve as a key communication link between tax staff, managers, and outsourcing teams

Send deadline reminders, status updates, and follow-ups

Coordinate handoffs between preparation and review teams

Document and communicate workflow or process updates

Process Improvement Support

Identify workflow inefficiencies, delays, or recurring issues

Provide feedback on process gaps, especially related to outsourcing coordination

Assist in implementing standardized procedures and best practices

Support training efforts by reinforcing workflow expectations

Education

Associate’s degree preferred

High school diploma or equivalent required or equivalent required;

Experience

• 2–4 years of experience in public accounting, tax support, or administrative coordination
• Exposure to tax workflows (1040, 1065, 1120) preferred

Skills & Competencies

Strong organizational and time management skills

High attention to detail and accuracy

Ability to manage multiple priorities in a deadline-driven environment

Strong communication and follow-up skills

Proficiency in Excel

Analytical mindset with ability to interpret basic performance data

Ability to follow and reinforce standardized processes

Benefits

The Fun Stuff

Work isn’t all work! We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:

Health insurance – medical, vision, dental

PTO and company holidays

Paid family leave, medical leave, and maternity/paternity leave programs.

Retirement benefits – 401(K) match and best-in-class automatic profit sharing

Telemedicine, mental health resources, and wellness program reimbursement

Life insurance and disability insurance

This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances. Dean Dorton is an equal opportunity employer.

We do not accept unsolicited resumes or candidate submissions from staffing agencies, recruiters, or search firms. Any resumes or candidate information submitted without a current, signed agreement in place will be considered unsolicited, become the property of the company, and will not obligate the company to pay any fees or commissions.