Implementation Analyst, Transaction Tax Compliance

DuCharme, McMillen & Associates, Inc.; Indianapolis (IN); Hybrid; USD 55,000 - 75,000; Full time

Job summary

A leading employee-owned firm is seeking an Implementation Analyst in Indianapolis to support Transaction Tax Compliance. This role involves analyzing data, managing client onboarding, and documenting compliance processes. The position offers a hybrid working model after initial onboarding and comes with a competitive compensation package and robust benefits from day one.

Benefits

Employee stock ownership program eligibility

Company paid parental leave

Generous time off package

Multiple benefit plans eligibility

Focus on work/life balance and employee wellness

Qualifications

• 1+ years’ experience with DMA or in a similar position.
• Ability to learn Transaction Tax and software.

Responsibilities

• Analyze client source data reports and build data models from multiple client reporting platforms.
• Document compliance processes and procedures for each new client.
• Manage transition process from onboarding to production.

Skills

Advanced skills in Microsoft Excel

Strong verbal and written communication skills

Education

Bachelor's degree in Accounting, Business Administration, Finance, or related field

Job description

Implementation Analyst, Transaction Tax Compliance

Job Category: Transaction Tax Compliance

Requisition Number: IMPLE002323

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• Full-Time

Locations

Showing 1 location

Indianapolis, IN 46240, USA

Description

This position will be a onsite for the first 90 days and then will transition to a hybrid position.

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:

• Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
• Company paid parental leave
• Generous time off package
• Multiple benefit plans, eligibility begins on day one of employment
• Culturally focused on work/life balance, mental health, and the overall wellness of our employees

Position Summary

The Implementation Analyst supports the Transaction Tax Compliance function by assisting on new client implementations and data processing.

Essential Duties and Responsibilities

• Analyze client source data reports and build data models from multiple client reporting platforms for import into DMA systems
• Establish guidelines for tax credits, amended returns, renewals, notice handling expectations, funding procedures, and reporting requirements
• Document compliance processes and procedures for each new client
• Setup new client profile in all internal software systems used for return preparation
• Maintain client contact throughout new client onboarding process
• Manage transition process from onboarding to production
• Troubleshoot and resolve client data issues during onboarding
• Process client data feeds into tax software program

Non-Essential Duties and Responsibilities

• Assist with online filing and back-end client reporting as needed
• Support Production team members
• Perform other duties as assigned

Education and Qualifications

• Bachelor's degree in Accounting, Business Administration, Finance, or related field
• 1+ years’ experience with DMA or in a similar position
• Advanced skills in Microsoft Excel
• Ability to learn Transaction Tax and software
• Strong verbal and written communication skills
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.