Position Summary

The Implementation Analyst supports the Transaction Tax Compliance function by assisting on new client implementations and data processing.

Essential Duties and Responsibilities

• Analyze client source data reports and build data models from multiple client reporting platforms for import into DMA systems
• Establish guidelines for tax credits, amended returns, renewals, notice handling expectations, funding procedures, and reporting requirements
• Document compliance processes and procedures for each new client
• Setup new client profile in all internal software systems used for return preparation
• Maintain client contact throughout new client onboarding process
• Manage transition process from onboarding to production
• Troubleshoot and resolve client data issues during onboarding
• Process client data feeds into tax software program

Non-essential Duties and Responsibilities

• Assist with online filing and back-end client reporting as needed
• Support Production team members
• Perform other duties as assigned

Education and Qualifications

• Bachelor's degree in Accounting, Business Administration, Finance, or related field
• 1 years’ experience with DMA or in a similar position
• Advanced skills in Microsoft Excel
• Previous data modeling experience preferred
• Ability to learn Transaction Tax and software
• Strong verbal and written communication skills

Physical Requirements

• Ability to hear, understand, and distinguish speech and/or other sounds
• Prolonged periods of sitting at a desk and working on a computer