Transaction Tax Consultant: Data-Driven Refunds & Analysis

DMA - DuCharme, McMillen & Associates, Inc.; Phoenix (AZ); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

ESOP eligibility from day one

Company paid parental leave

Generous time off package

Employee benefits from day one

Work-life balance focus

Job summary

DMA - DuCharme, McMillen & Associates, Inc. is seeking a Tax Consultant to support the Transaction Tax team with overpayment reviews, audit reviews, and filing refund claims.

The role involves hands-on data analysis, tax research, and client interaction, building foundational expertise in transaction tax compliance and consulting. You will assist in gathering documentation, researching exemptions, and preparing client reports while traveling to client sites as needed.

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 visa sponsorship.

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

Tax research

Data analysis

Excel

Communication

Education

Bachelor’s degree in Accounting or related field

Tools

Microsoft Word

Excel

Job description

DMA - DuCharme, McMillen & Associates, Inc. is seeking a Tax Consultant to support the Transaction Tax team with overpayment reviews, audit reviews, and filing refund claims.

The role involves hands-on data analysis, tax research, and client interaction, building foundational expertise in transaction tax compliance and consulting. You will assist in gathering documentation, researching exemptions, and preparing client reports while traveling to client sites as needed.