Tax Administrative Assistant
Description
About Dean Dorton
Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between.
About the Team
Dean Dorton’s administrative team plays a vital role in supporting the firm’s people, operations, and leadership through high-quality administrative and operational support. The team partners closely with firm leadership and internal stakeholders to ensure consistency, efficiency, and professionalism across daily operations. By maintaining strong systems, processes, and relationships, the administrative team helps enable the firm to operate smoothly, scale effectively, and deliver an exceptional internal client experience.
About the Role
The Administrative Assistants provide direct administrative support to professionals within assigned service groups and serve as a critical operational partner in supporting day-to-day business activities. This role is essential to ensuring efficient workflows, clear communication, and seamless coordination across service group operations. Administrative Assistants play a key role in anticipating needs, maintaining organization, and enabling leaders to focus on client service and strategic priorities.
This role may not be for you: If you prefer narrowly defined responsibilities, limited collaboration, or work that does not require frequent multitasking, proactive problem-solving, or direct support of senior leaders.
This role may be for you: If you enjoy supporting leadership, staying organized in a fast-paced environment, anticipating needs, and contributing to smooth operations through attention to detail and strong follow-through.
Essential Duties & Responsibilities
The essential duties and responsibilities of the Administrative Assistant 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).
- Serve as the primary administrative liaison to our clients for your assigned tax partners and leaders.
- Work within the support team and project management system from start to finish of each tax return, ensuring accuracy and timeliness at a deadline-driven pace.
- Plan, organize, and schedule service group meetings, events, and internal engagements.
- Prepare reports, presentations, and documentation for meetings, trainings, conferences, and leadership discussions.
- Draft, review, and distribute communications on behalf of professionals, ensuring accuracy and professionalism.
- Maintain client databases and update CRM and other internal client platforms as needed.
- Provide calendar management support, including scheduling meetings and managing conflicting priorities.
- Coordinate travel arrangements, including transportation, accommodations, and meals.
- Assist with preparing and submitting monthly expense reports.
- Receive, sort, and distribute service group deliverables and materials.
- Anticipate the needs of the service group to ensure a seamless, organized, and positive experience.
Behavioral
Definition: The behaviors associated with performing your job (interpersonal skills).
- Demonstrate strong organizational skills and the ability to manage multiple tasks and deadlines simultaneously.
- Communicate clearly, professionally, and effectively with Directors, team members, and internal stakeholders.
- Maintain a proactive, service-oriented mindset when supporting leadership and service group operations.
- Exhibit attention to detail, accountability, and follow-through in all assigned responsibilities.
- Build positive working relationships through collaboration, responsiveness, and professionalism.
Non-Charge
Definition: The contribution you make to Dean Dorton outside of client work.
- Complete firm administrative requirements, including timely time entry.
- Support Office Services initiatives and assist team members as needed.
- Participate in firm activities, events, and committees when applicable.
Experience & Qualifications
- High school diploma or equivalent required; college degree preferred.
- Previous administrative experience preferred.
- Excellent verbal and written communication skills.
- Strong attention to detail and accuracy in data entry and document preparation.
- Demonstrated ability to manage multiple tasks, projects, and deadlines successfully.
Software & Tools
- Microsoft Office Suite
- Online form software
- Scheduling and calendar tools
- Communication platforms
Travel
This position may require minimal travel.