DMA - DuCharme, McMillen & Associates, Inc.
B2B • Finance • SaaS
<DMA - DuCharme, McMillen & Associates, Inc. > is a global tax advisory, compliance, and technology services firm that helps corporations manage indirect and corporate tax obligations. The firm provides audit and recovery, transaction tax, property and income tax services, tax compliance support, and tax-technology consulting and software solutions across industries. DMA positions itself as an employee-owned, client-centered partner serving corporate clients with advisory, automation, and recovery services to minimize tax burden and improve tax function efficiency.
Client Data Manager
Job not on LinkedIn
September 25
DMA - DuCharme, McMillen & Associates, Inc.
B2B • Finance • SaaS
<DMA - DuCharme, McMillen & Associates, Inc. > is a global tax advisory, compliance, and technology services firm that helps corporations manage indirect and corporate tax obligations. The firm provides audit and recovery, transaction tax, property and income tax services, tax compliance support, and tax-technology consulting and software solutions across industries. DMA positions itself as an employee-owned, client-centered partner serving corporate clients with advisory, automation, and recovery services to minimize tax burden and improve tax function efficiency.
📋 Description
• Communicate with clients in a professional manner to obtain client data efficiently • Obtain and review clients’ SAP, Oracle, JDE, or other ERP tables as appropriate and determine how they relate • Convert clients’ data files • Verify clients’ data files, including identification of shifting data, etc. • Add data fields to existing client files • Reconcile client data to the G/L • Perform statistical sampling on client data using IDEA software • Handle specific data requests from Transaction Tax Associates, Managers, and Directors • Supervise Associates in the group • Assist Transaction Tax and Property Tax Compliance as needed with client data conversion issues • Manage large workloads in an efficient manner • Maintain a client data log of all data projects for viewing by the DMA team • Prepare and maintain working notes for all client data projects • Track time expended on client data projects for ROI analysis and client billings
🎯 Requirements
• Associate degree required, Bachelor’s degree preferred • 8+ years’ related professional experience • Advanced skills in Microsoft Excel and beginner skills in Word and Access • Prior experience with IDEA, SAP, OmniPage, and Ultra Edit preferred • Strong organizational skills and attention to detail • Excellent verbal communication skills • Ability to successfully work under deadlines and comfortable with multi-tasking
🏖️ Benefits
• 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
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