Associate Analyst, Tax Technology

DMA - DuCharme, McMillen & Associates, Inc. • Cleveland, OH

1d • Hybrid

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 Associate Analyst – Tax Technology provides direct support to the Director of Administrative Operations, EVP and Tax Technology leadership by combining analytical, administrative, and operational support with hands-on exposure to tax technology and corporate initiatives. This role is designed for someone who is motivated to learn, ask questions, and gain hands-on exposure to the inner workings of a tax technology division. The Associate Analyst will participate in division discussions, assist with data analysis and process improvement efforts, and help manage priorities, tasks, and initiatives across the division. This position offers a unique opportunity to learn tax technology strategy, operational execution, and leadership decision-making while contributing to meaningful projects that drive efficiency and innovation.

Requirements

• Bachelor’s degree in Accounting, Finance, Information Systems, Business Analytics, or a related field required
• 0–2 years of relevant experience; internships or exposure to tax, technology, analytics, or operations preferred
• Strong proficiency in Microsoft Excel and other Microsoft Office tools
• Interest in tax technology, process improvement, data analysis, and business operations
• Highly organized with strong attention to detail and follow-through
• Ability to manage multiple priorities, adapt to changing needs, and work closely with leadership
• Strong written and verbal communication skills
• Curiosity, discretion, and professionalism when working with leadership-level information

Responsibilities

• Sit in on leadership, sales, client and project-related meetings to gain exposure to divisional strategy, priorities, and operations
• Support the Director of Administrative Operations and EVP by tracking initiatives, action items, deadlines, and follow-ups to ensure priorities remain on track
• Assist with data analysis related to tax technology operations, reporting, and process performance
• Support process documentation, workflow mapping, and identification of opportunities for improvement and automation
• Provide administrative and organizational support, including preparing meeting materials, summaries, and internal documentation
• Collaborate with cross-functional team members to support tax technology projects and operational needs
• Maintain organized, audit-ready documentation and project records
• Perform ad-hoc analysis, month-end billings, and special projects 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
• Number of Employees: 501-1,000 employees