Associate Analyst, Tax Technology - Exemption Certificate Management

DMA - DuCharme, McMillen & Associates, Inc.

18h • Remote

About The Position

The Associate Tax Analyst supports the delivery of DMA’s Managed Tax Services by assisting with transaction tax operations, data analysis, and exemption certificate management. This entry-level role focuses on accurate tax data processing, compliant exemption certificate validation, and client support to ensure efficient tax data management. The Associate Tax Analyst collaborates with internal teams and clients to maintain high-quality service standards and operational excellence.

Requirements

• Associate’s degree in Accounting, Business, Information Systems, or related field required.
• 0–1 year of professional experience; internship or related exposure preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); strong Excel skills preferred.
• Strong organizational skills and attention to detail.
• 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

• Familiarity with indirect tax concepts and exemption certificate processes a plus.

Responsibilities

• Collect, validate, and maintain exemption certificates and related documentation.
• Process and analyze client data to ensure compliance with tax regulations and internal standards.
• Assist with Exemption Certificate Management Solution configuration (Vertex, Avalara, Thomson Reuters) for client projects.
• Prepare and maintain Standard Operating Procedures (SOPs) and project documentation.
• Respond to client inquiries promptly and professionally; provide status updates and reporting.
• Support routine tasks and deliverables within established timelines.
• Collaborate with team members to identify process improvements and enhance efficiency.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 251-500 employees