Transaction Tax Associate — ESOP, Hybrid, Growth Role

DuCharme, McMillen & Associates, Inc.; Scottsdale (AZ); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

ESOP

Parental leave

Generous time off

Multiple benefit plans

Work-life balance

Job summary

DuCharme, McMillen & Associates, Inc. (DMA) is an employee-owned tax advisory firm known for low turnover and tenured teams.

The Associate Tax Consultant will support the team in transaction tax reviews, tax research, and client projects, traveling to client sites as needed. Ideal candidates hold a bachelor’s degree in accounting or related field, possess strong Excel/Word skills, and demonstrate problem solving and clear communication.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 0-1 years professional experience preferably in accounting or tax.
• Intermediate knowledge of Microsoft Word and Excel.
• Demonstrated problem solving skills.
• Strong verbal and written communication skills.
• Ability to work both independently and as part of a team with professionals at all levels.
• Valid driver’s license.

Responsibilities

• Assist in review preparation, including tax research and data analysis.
• Locate, examine, and retrieve relevant vendor invoices and other essential documents.
• Perform transaction tax reconciliations.
• Create and modify spreadsheets by entering data from vendor invoices.
• Review and perform taxability coding of invoices.
• Research tax questions and issues and provide thorough written responses.
• Data entry primarily using Word and Excel.
• Contact vendors and taxing authorities for refund follow-up and information requests.
• Assist in creating client reports and refund claims.
• Travel to client locations to gather information and tour facilities.

Skills

Problem solving

Verbal communication

Written communication

Teamwork

Independent work

Education

Bachelor’s degree in Accounting, Finance, Economics, or related field

Tools

Word

Excel

Job description

DuCharme, McMillen & Associates, Inc. (DMA) is an employee-owned tax advisory firm known for low turnover and tenured teams.

The Associate Tax Consultant will support the team in transaction tax reviews, tax research, and client projects, traveling to client sites as needed. Ideal candidates hold a bachelor’s degree in accounting or related field, possess strong Excel/Word skills, and demonstrate problem solving and clear communication.