Client Integration Analyst, Transaction Tax

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

• 2025 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, mental health, and the overall wellness of our employees

Position Summary

The Client Integration 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

• Previous data modeling experience preferred

• 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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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 HRDepartment@dmainc.com or 800-309-2110 and choosing selection 6.