Client Onboarding Analyst, Transaction Tax
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 Client Onboarding Analyst supports the Transaction Tax Compliance team by executing new client onboarding activities, analyzing and preparing client data, and ensuring seamless integration into DMA’s compliance systems. This role plays a critical part in establishing the foundation for long-term client success by creating accurate data models, documenting processes, and coordinating with both clients and internal teams. The Implementation Analyst ensures that each implementation meets quality standards and sets clients up for efficient, automated compliance processing.
Requirements
- Bachelor’s degree in Accounting, Business Administration, Finance, or related field.
- 1+ years of experience with DMA or in a similar implementation, compliance, or data-focused position.
- Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, data cleansing; macros preferred).
- Ability to quickly learn Transaction Tax concepts and compliance software systems.
- Strong verbal and written communication skills; able to explain technical concepts to non-technical audiences.
- 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 data modeling or data transformation tools preferred.
Responsibilities
- Analyze complex client source data and develop structured data models for import into DMA’s compliance systems.
- Interpret and document compliance requirements, including tax credits, amended returns, renewals, notice handling expectations, funding procedures, and reporting schedules.
- Create clear, client-specific process documentation that outlines compliance workflows, data expectations, and operational procedures.
- Set up new client profiles in all internal systems used for return preparation, ensuring accurate configurations and system readiness.
- Maintain proactive communication with clients throughout onboarding, providing updates, gathering required information, and ensuring a positive client experience.
- Manage the transition of clients from onboarding into production, coordinating with internal teams for a seamless handoff.
- Troubleshoot and resolve data-related issues, identifying root causes and implementing corrective actions to ensure accurate compliance processing.
- Process recurring client data feeds into DMA’s tax software systems, ensuring data integrity and identifying anomalies.
- Assist with online filing activities and back-end reporting as needed.
- Provide support to the Production team during peak filing periods.
- Perform other duties as assigned.
Benefits
- Employee-owned company
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
