Tax Resource & Workflow Coordinator

Dean Dorton; Lexington (VA); On-site; USD 52,000 - 78,000; 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 coordinate staffing, track workflow, and support both internal and outsourced tax resources. You will help ensure engagements are properly assigned, monitored, and delivered on time across multiple teams.

In this role you will maintain staffing schedules, monitor workload, and communicate with tax staff and outsourcing partners. The position emphasizes data integrity, standardized processes, and proactive issue resolution within a

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; high school diploma or equivalent required.

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/due/completion dates.
• Ensure documentation and source files are complete before outsourcing.
• Escalate delays or process issues to the Tax Resource Manager.
• Maintain logs of outsourced work including volume and turnaround time.
• Maintain workflow systems and ensure engagements are updated.
• 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 and provide insights for staffing 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 and propose improvements.
• Assist in implementing standardized procedures and best practices.
• Support training efforts by reinforcing workflow expectations.

Skills

Organizational skills

Time management

Attention to detail

Multitasking

Communication

Analytical mindset

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 coordinate staffing, track workflow, and support both internal and outsourced tax resources. You will help ensure engagements are properly assigned, monitored, and delivered on time across multiple teams.

In this role you will maintain staffing schedules, monitor workload, and communicate with tax staff and outsourcing partners. The position emphasizes data integrity, standardized processes, and proactive issue resolution within a