Administrative Support Specialist (Tax)

About the Role

The Administrative Support Specialist supports Dean Dorton professionals by processing client-related projects and ensuring all deliverables meet firm standards. This role plays a critical part in preparing high-quality, accurate, and timely materials that support client service and firm operations

Essential Duties & Responsibilities

The essential duties and responsibilities of the Administrative Support Specialist role are outlined below in correlation with Dean Dorton’s performance management impact areas.

Technical

Definition: Your specialized knowledge and expertise associated with the work you perform for/with clients (note: clients may be internal to Dean Dorton).

• Receive, scan, and process incoming client documents accurately and efficiently.
• Prepare, format, assemble, and review confidential client materials, including tax returns, financial reports, and proposals, in accordance with firm standards.
• Perform administrative and quality control reviews for outgoing client deliverables.
• Update project and document status within the firm’s workflow management system.
• Maintain organized electronic file storage and documentation.
• Track and maintain inventory of supplies used in document processing.
• Serve as back-up support for the Front Desk Coordinator and Command Center Associate as needed.

Definition: The behaviors associated with performing your job

• Demonstrate strong attention to detail and accuracy in all work products.
• Manage multiple assignments and deadlines with organization and accountability.
• Communicate professionally with Command Center leadership and internal stakeholders.
• Exercise discretion and sound judgment when handling sensitive and confidential materials.
• Collaborate effectively with team members to support workflow continuity.

Non-Charge

Definition: The contribution you make to Dean Dorton outside of client work.

• Support cross-training efforts within the Command Center to ensure operational coverage
• Participate in process improvements that enhance efficiency and quality standards.
• Contribute to a collaborative and service-oriented Office Services team culture.

Experience & Qualifications

• Minimum of two (2) years of experience in an administrative support role.
• Strong critical thinking skills with the ability to manage multiple tasks and deadlines.
• Excellent verbal and written communication skills.
• Ability to work effectively with diverse stakeholders at all levels of the firm.

Software & Tools

• Microsoft Office Suite
• Office equipment (copiers, binding machines, etc.)
• Communication platforms

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:

• Flexible work schedules and environment
• Unlimited Paid Time Off (PTO)
• Paid family leave, medical leave, and maternity/paternity leave programs
• Retirement benefits, including a best-in-class employer match and automatic profit sharing.
• Telemedicine, mental health resources and wellness program reimbursement

• 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.

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.