Tax Consultant, Transaction Tax

DuCharme McMillen & Associates • Phoenix, AZ

2d • Hybrid

About The Position

The Tax Consultant supports the Transaction Tax team by assisting in overpayment reviews, audit reviews, and filing refund claims with taxing jurisdictions. This role involves hands-on data analysis, tax research, and client interaction. The Tax Consultant builds foundational expertise in transaction tax compliance and consulting while contributing to project delivery and client service.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 1–2 years of professional experience, preferably in transaction tax
• Intermediate proficiency in Microsoft Word and Excel.
• Strong problem-solving, verbal, and written communication skills.
• Ability to work independently and collaboratively across teams.
• Must be authorized to work in the U.S. without employment-based visa sponsorship.

Nice To Haves

• Experience in tax research and issue resolution preferred.

Responsibilities

• Assist in review preparation, including reconciliation to trial balance reports and other data analysis.
• Gather and examine documentation such as invoices, purchase orders, and tax returns.
• Retrieve source documentation from client systems.
• Create schedules of invoices and supporting documents.
• Research and enter data regarding tax exemptions.
• Analyze tax questions and provide written responses.
• Contact vendors for refund follow-up and clarification.
• Support the compilation of client reports, refund claims, and training materials.
• Travel to client locations as needed (approx. 5%).
• Provide support to Senior Tax Consultants, Tax Managers, and Directors.
• 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

What This Job Offers

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