Tax Resource & Workflow Coordinator

Dean Dorton; Lexington (KY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

PTO & holidays

Family leave

401K match

Wellness program

Telemedicine

Life & disability

Job summary

Dean Dorton is seeking a Tax Resource Support Specialist to coordinate staffing for tax engagements, track workflow, and support internal and outsourced resources. You will help ensure timely delivery, accurate staffing, and effective communication across teams.

The role emphasizes data integrity, process adherence, and collaboration with the Tax Resource Manager to optimize utilization and meet client deadlines.

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 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 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.
• 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.
• 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.

Skills

Organization

Time management

Attention to detail

Communication

Follow-up

Excel proficiency

Analytical mindset

Process adherence

Education

Associate degree preferred

High school diploma or equivalent

Tools

Excel

Job description

Dean Dorton is seeking a Tax Resource Support Specialist to coordinate staffing for tax engagements, track workflow, and support internal and outsourced resources. You will help ensure timely delivery, accurate staffing, and effective communication across teams.

The role emphasizes data integrity, process adherence, and collaboration with the Tax Resource Manager to optimize utilization and meet client deadlines.