Tax Resource Support Specialist

Dean-Dorton; Raleigh (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

PTO and company holidays

Paid family leave

401(K) match and retirement benefits

Telemedicine and wellness resources

Life and disability insurance

Job summary

Dean Dorton is seeking a Tax Resource Support Specialist in Raleigh, NC to coordinate staffing and track workflows for tax engagements. You will support both internal teams and outsourced resources to ensure timely delivery and efficient utilization.

The role emphasizes data accuracy, communication, and process improvement, with responsibilities across staffing, outsourcing, reporting, and dashboard support. A relevant associate degree and 2–4 years of tax support experience are preferred.

Qualifications

• 2–4 years of experience in public accounting, tax support, or administrative coordination.
• Exposure to tax workflows (1040, 1065, 1120) preferred.
• Associate’s degree preferred or equivalent required.

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 routing work to outsourced tax preparation teams and track status.
• Ensure all required documentation is complete before sending work externally.
• Track project status across preparation, review, and completion stages.
• Generate routine reports on capacity, utilization, and turnaround times.
• Serve as a key communication link between tax staff, managers, and outsourcing teams.

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Analytical mindset

Excel proficiency

Education

Associate’s degree preferred

High school diploma or equivalent

Tools

Excel

Job description

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.