Associate Tax Consultant, Transaction Tax

DuCharme McMillen & Associates • Phoenix, AZ

3d

About The Position

The Associate Tax Consultant assists team members with Transaction Tax overpayment and audit reviews, tax research, and additional consulting projects. The role supports review preparation through research and data analysis, document retrieval, transaction tax reconciliations, invoice taxability coding, written responses to tax questions, and preparation of client reports and refund claims. The consultant may contact vendors and taxing authorities for refund follow-up and information requests, and travel to client locations to gather information and tour facilities.

DMA describes itself as an employee-owned company that prioritizes employees and emphasizes work/life balance and employee wellness. ESOP contribution eligibility begins on the first day of employment, with a targeted contribution of 6% of annual compensation.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 0–1 years of professional experience, preferably in accounting or tax.
• Intermediate knowledge of Microsoft Word and Excel.
• Demonstrated problem-solving skills.
• Strong verbal and written communication skills.
• Ability to work independently and as part of a team with professionals at all levels.
• Valid driver’s license.

Responsibilities

• Assist in review preparation, including tax research and data analysis.
• Locate, examine, and retrieve relevant vendor invoices and other essential documents.
• Perform transaction tax reconciliations.
• Create and modify spreadsheets by entering data from vendor invoices.
• Review invoices and perform taxability coding.
• Research tax questions and issues and provide thorough written responses.
• Perform data entry primarily using Microsoft Word and Excel.
• Contact vendors and taxing authorities for refund follow-up and information requests.
• Assist in creating client reports and refund claims.
• Travel to client locations to gather information and tour facilities.
• Perform other duties as assigned.

Benefits

• Employee stock ownership program eligibility begins on day one of employment; ESOP contribution is targeted at 6% of annual compensation.
• Company-paid parental leave.
• Generous time-off package.
• Multiple benefit plans, with eligibility beginning on day one of employment.
• Work/life balance and employee wellness focus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level