Dmainc
Client Onboarding Analyst, Transaction Tax
Indianapolis, IN
No sponsorshipDetected 30 days ago
AccountingExcelTaxHRCommunication
About the role
- 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.
- Set up new client profiles in all internal systems used for return preparation, ensuring accurate configurations and system readiness.
Responsibilities
- Analyze complex client source data and develop structured data models for import into DMA's compliance systems.
- Manage the transition of clients from onboarding into production, coordinating with internal teams for a seamless handoff.
- Provide support to the Production team during peak filing periods.
- 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.
- Perform other duties as assigned.
Requirements
- Ability to hear, understand, and distinguish speech and sounds
- Maintain proactive communication with clients throughout onboarding, providing updates, gathering required information, and ensuring a positive client experience.
- 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.
- Ability to quickly learn Transaction Tax concepts and compliance software systems.
- Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
- Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, data cleansing; macros preferred).
Nice to have
- Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, data cleansing
- macros preferred).
- Experience with data modeling or data transformation tools preferred.
Skills
- Strong verbal and written communication skills; able to explain technical concepts to non-technical audiences.
Compensation
- Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
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
Company info
- As an employee-owned company, DMA prioritizes employees.
Visa & Work Authorization
- Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
This listing is sourced directly from Dmainc's careers page and normalized into a canonical job model.