Tax Resource & Workflow Coordinator

Dean-Dorton; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

PTO and company holidays

Paid family leave

Job summary

Dean Dorton is seeking a Tax Resource Support Specialist to assist the Tax Resource Manager by 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.

You will help ensure engagements are assigned and delivered on time, monitor workloads, and support

Qualifications

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

Responsibilities

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

Skills

Organizational skills

Time management

Attention to detail

Multitasking

Communication

Excel

Data analysis

Process adherence

Education

Associate’s degree preferred

High school diploma or equivalent required

Tools

Excel

Job description

Dean Dorton is seeking a Tax Resource Support Specialist to assist the Tax Resource Manager by 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.

You will help ensure engagements are assigned and delivered on time, monitor workloads, and support