Tax Consultant, Transaction Tax

CO-US DuCharme, McMillen & Associates, Inc.; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Parental leave

Generous time off package

Multiple benefit plans

ESOP eligibility starts day one

Job summary

DMA is an employee-owned firm delivering corporate tax solutions for over 50 years. The Tax Consultant role supports the Transaction Tax team through data analysis, tax research, and client interaction, with opportunities to learn and contribute to refunds, audits, and compliance projects.

You'll handle review preparation, gather documentation, run data analyses, and prepare client reports and training material, with travel to client sites around 5% of the time and collaboration with Senior Tax

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 1–2 years of professional experience, preferably in transaction tax.
• Intermediate proficiency in Microsoft Word and Excel.
• Experience in tax research and issue resolution preferred.
• Strong problem-solving, verbal, and written communication skills.

Responsibilities

• Assist in review preparation, including reconciliation to trial balance reports and other data analysis.
• Gather and examine documentation such as invoices, purchase orders, and tax returns.
• Retrieve source documentation from client systems.
• Create schedules of invoices and supporting documents.
• Research and enter data regarding tax exemptions.
• Analyze tax questions and provide written responses.
• Contact vendors for refund follow-up and clarification.
• Support the compilation of client reports, refund claims, and training materials.
• Travel to client locations as needed (approx. 5%).
• Provide support to Senior Tax Consultants, Tax Managers, and Directors.
• Perform other duties as assigned.

Skills

Attention to detail

Strong communication

Education

Bachelor’s degree in Accounting/Finance

Tools

Microsoft Word

Excel

Job description

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof: 2026 Great Places to Work Certified 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, and the overall wellness of our employees.

Position Summary

The Tax Consultant supports the Transaction Tax team by assisting in overpayment reviews, audit reviews, and filing refund claims with taxing jurisdictions. This role involves hands-on data analysis, tax research, and client interaction. The Tax Consultant builds foundational expertise in transaction tax compliance and consulting while contributing to project delivery and client service.

Essential Duties and Responsibilities

• Assist in review preparation, including reconciliation to trial balance reports and other data analysis.
• Gather and examine documentation such as invoices, purchase orders, and tax returns.
• Retrieve source documentation from client systems.
• Create schedules of invoices and supporting documents.
• Research and enter data regarding tax exemptions.
• Analyze tax questions and provide written responses.
• Contact vendors for refund follow-up and clarification.
• Support the compilation of client reports, refund claims, and training materials.
• Travel to client locations as needed (approx. 5%).
• Provide support to Senior Tax Consultants, Tax Managers, and Directors.
• Perform other duties as assigned.

Education and Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 1–2 years of professional experience, preferably in transaction tax.
• Intermediate proficiency in Microsoft Word and Excel.
• Experience in tax research and issue resolution preferred.
• Strong problem-solving, verbal, and written communication skills.
• Ability to work independently and collaboratively across teams.
• Must be authorized to work in the U.S. without employment-based visa sponsorship.

Work Environment & Physical Requirements

Work Schedule: Regular, 40 hours/week.

Travel: Less than 10%.

Physical Activity: Prolonged periods of sitting and computer use.

Ability to hear, understand, and distinguish speech and sounds.

Frequent repetitive motions with hands #LI-HYBRID #LI-AC1.

Equal Employment Opportunity

The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law.

This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment.

It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities.

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at [e-mail] or 800-309-2110 and choosing selection 6.

About the Company

DMA is a proudly employee-owned company that has been solving corporate tax challenges for over 50 years. Everyone within our organization takes extreme pride in delivering proven, successful results. Our tax professionals span across the globe to better serve some of the world’s largest companies with the highest level of expertise. Our people first mentality is what defines our corporate mission and sets us apart from other companies within the corporate tax industry. DMA offers a challenging yet rewarding career that encourages teamwork, fosters communication, and recognizes exceptional performance. Our employees share common philosophies, a strong entrepreneurial spirit, and an unbreakable commitment to client service. Because of our unique corporate structure and principles, about us is actually about you.