Client Onboarding Analyst, Transaction Tax

As an employee-owned company, DMA prioritizes 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.

###Duties### and

###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.

###Duties### and

###Responsibilities### 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. Education and

###Qualifications### 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).

###Experience### with data modeling or data transformation tools 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.

###Requirements### Work Schedule: Regular, 40 hours/week Travel: Less than 10% Physical Activity: Prolonged periods of sitting and computer use Ability to hear, understand, and distinguish speech and sounds Frequent repetitive motions with hands #LI-HYBRID #LI-AL1 The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment.

It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at HRDepartment@dmainc. com or 800-309-2110 and choosing selection 6.

DMA is a proudly employee-owned company that has been solving corporate tax challenges for over 50 years. Everyone within our organization takes extreme pride in delivering proven, successful results. Our tax professionals span across the globe to better serve some of the world’s largest companies with the highest level of expertise.

Our “people first” mentality is what defines our corporate mission and sets us apart from other companies within the corporate tax industry. DMA offers a challenging yet rewarding career that encourages teamwork, fosters communication, and recognizes exceptional performance. Our employees share common philosophies, a strong entrepreneurial spirit, and an unbreakable commitment to client service.

Because of our unique corporate structure and principles, “about us” is actually about you.