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