Tax Resource & Workflow Coordinator

Dean-Dorton; Lexington (KY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

PTO & holidays

Family leave

Retirement 401(k)

Telemedicine

Life & disability

Job summary

Dean Dorton in Lexington is seeking a Tax Resource Support Specialist to assist the Tax Resource Manager with staffing, workflow tracking, and coordinating internal and outsourced resources. This role focuses on execution, data accuracy, and facilitating cross-team communication to ensure tax engagements are assigned, monitored, and delivered on time in a fast-paced public accounting environment.

You will support real-time staffing adjustments, track outsource workflows, and contribute to

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

Organizational skills

Time management

Attention to detail

Multitasking

Communication skills

Excel proficiency

Analytical mindset

Process adherence

Education

Associate’s degree preferred

High school diploma or equivalent required

Tools

Excel

Job description

Dean Dorton in Lexington is seeking a Tax Resource Support Specialist to assist the Tax Resource Manager with staffing, workflow tracking, and coordinating internal and outsourced resources. This role focuses on execution, data accuracy, and facilitating cross-team communication to ensure tax engagements are assigned, monitored, and delivered on time in a fast-paced public accounting environment.

You will support real-time staffing adjustments, track outsource workflows, and contribute to