Analyst, Tax Technology - Exemption Certificate Management
About The Position
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 Analyst plays a key role in delivering DMA’s Managed Tax Services by performing detailed tax data analysis, exemption certificate management, and process optimization. This role supports client projects by ensuring compliance with tax regulations, maintaining accurate documentation, and leveraging tax technology solutions. The Tax Analyst collaborates with internal teams and clients to resolve complex issues, improve workflows, and enhance operational efficiency.
Requirements
- Bachelor’s degree in Accounting, Business, Information Systems, or related field required.
- 1+ years of professional experience in tax, accounting, or data analysis.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint); strong Excel skills preferred.
- Familiarity with indirect tax lifecycle and exemption certificate processes.
- Strong analytical, organizational, and problem-solving skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities and meet deadlines.
- 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.
Nice To Haves
- Experience with tax engines (Vertex, Avalara, OneSource) and ERP systems a plus.
Responsibilities
- Collect, validate, and maintain exemption certificates and related documentation.
- Analyze client data to ensure compliance with tax laws and internal standards.
- Assist with Exemption Certificate Management Solution configuration (Vertex, Avalara, Thomson Reuters) for client projects.
- Monitor and resolve client requests; provide timely and professional communication.
- Maintain and update Standard Operating Procedures (SOPs) and project documentation.
- Support data transformation workflows and troubleshoot issues using tax technology tools.
- Assist with process and impact analysis to identify improvements and recommend solutions.
- Provide system monitoring and break/fix support for tax solutions.
- Collaborate with team members to meet project deadlines and deliverables.
- Perform other duties as assigned.
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
251-500 employees
