Tax Resource Support Specialist
About the role
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. 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. 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.
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