Tax Resource Support Specialist
for sections present: About the role, Responsibilities, Requirements, Skills, Benefits. Also maybe "About Dean Dorton" and "About Tax Services" are not required sections? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
We have content: About Dean Dorton (company description), About Tax Services (team description), About The Role (role description), Essential Duties & Responsibilities (list), Requirements (education, experience), Skills & Competencies (list), Benefits (list). Also there is a paragraph about job description not exhaustive etc and EEO statement etc which we should remove as boilerplate.
We need to decide which sections to include. The instruction says prefer a few substantive sections over many thin ones. Could combine About Dean Dorton and About Tax Services into an "About the Company" or maybe just include them as prose under a heading like "About Dean Dorton" but that's not in the list of suggested headings. The suggested headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They didn't list "About the company". However we need to preserve ALL substantive information. We could include a short
before the sections that includes the company description. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can put the company description in a
without a heading, or we could create a heading like "About Dean Dorton" but that's not in the list; but maybe it's okay as it's substantive. However they said "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." implies those are examples, not exclusive. So we can use other headings if needed. But they also said "Prefer a few substantive sections over many thin ones." So maybe we combine company description into a brief intro paragraph without heading.
Thus output:
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.
Then About the Role
with prose from "About The Role" paragraph.
Then Responsibilities
with - list of duties.
Then
Requirements
with prose for education and experience.
Then Skills
with - list.
Then
Benefits
with - list.
We must not include Pay or Schedule sections because not present.
We must remove boilerplate: the final paragraph about job description not exhaustive, EEO, unsolicited resumes etc.
We must ensure we preserve all substantive information: include all duties, requirements, skills, benefits exactly as given.
Let's extract duties list:
From "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
We need to output as
- items. Could flatten all items into a single list, but maybe better to keep subheadings? Not required. We'll just list each duty as a
- . Ensure we keep the exact wording.
Now Requirements:
"Education Associate’s degree preferredHigh school diploma or equivalent required or equivalent required; Experience 2–4 years of experience in public accounting, tax support, or administrative coordinationExposure to tax workflows (1040, 1065, 1120) preferred"
There's some duplication: "High school diploma or equivalent required or equivalent required". We'll preserve as is but maybe clean duplicate? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. The duplicate is likely a typo but it's part of the text. We should keep it exactly? Might be okay to keep as is. We'll output: "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". We'll put in a
.
Skills list:
- 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 list:
- 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
Also there is a line "Benefits 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". We'll include that as a
before the list maybe. But we can incorporate that as prose before the list. The instruction: Use
for prose. So we can have a
with that motivational text, then the
list.
Now we need to output only HTML fragment, no markdown fences.
Let's construct:
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.
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.
Responsibilities
- 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
- 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
- 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
- Generate routine reports on
- for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We have content: About Dean Dorton (company description), About Tax Services (team description), About The Role (role description), Essential Duties & Responsibilities (list), Requirements (education, experience), Skills & Competencies (list), Benefits (list). Also there is a paragraph about job description not exhaustive etc and EEO statement etc which we should remove as boilerplate. We need to decide which sections to include. The instruction says prefer a few substantive sections over many thin ones. Could combine About Dean Dorton and About Tax Services into an "About the Company" or maybe just include them as prose under a heading like "About Dean Dorton" but that's not in the list of suggested headings. The suggested headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They didn't list "About the company". However we need to preserve ALL substantive information. We could include a short
before the sections that includes the company description. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can put the company description in a
without a heading, or we could create a heading like "About Dean Dorton" but that's not in the list; but maybe it's okay as it's substantive. However they said "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." implies those are examples, not exclusive. So we can use other headings if needed. But they also said "Prefer a few substantive sections over many thin ones." So maybe we combine company description into a brief intro paragraph without heading. Thus output:
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.
ThenAbout the Role
with prose from "About The Role" paragraph. ThenResponsibilities
with- list of duties.
Then
Requirements
with prose for education and experience. ThenSkills
with- list.
Then
Benefits
with- list.
We must not include Pay or Schedule sections because not present.
We must remove boilerplate: the final paragraph about job description not exhaustive, EEO, unsolicited resumes etc.
We must ensure we preserve all substantive information: include all duties, requirements, skills, benefits exactly as given.
Let's extract duties list:
From "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
We need to output as
- items. Could flatten all items into a single list, but maybe better to keep subheadings? Not required. We'll just list each duty as a
- . Ensure we keep the exact wording.
Now Requirements:
"Education Associate’s degree preferredHigh school diploma or equivalent required or equivalent required; Experience 2–4 years of experience in public accounting, tax support, or administrative coordinationExposure to tax workflows (1040, 1065, 1120) preferred"
There's some duplication: "High school diploma or equivalent required or equivalent required". We'll preserve as is but maybe clean duplicate? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. The duplicate is likely a typo but it's part of the text. We should keep it exactly? Might be okay to keep as is. We'll output: "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". We'll put in a
. Skills list: - 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 list: - 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 Also there is a line "Benefits 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". We'll include that as a
before the list maybe. But we can incorporate that as prose before the list. The instruction: Use
for prose. So we can have a
with that motivational text, then the
- list.
Now we need to output only HTML fragment, no markdown fences.
Let's construct:
- 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
- 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
- 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
- Generate routine reports on
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.
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.
Responsibilities
- list.
We must not include Pay or Schedule sections because not present.
We must remove boilerplate: the final paragraph about job description not exhaustive, EEO, unsolicited resumes etc.
We must ensure we preserve all substantive information: include all duties, requirements, skills, benefits exactly as given.
Let's extract duties list:
From "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
We need to output as
- list.
Then
- list of duties.
Then