Client Onboarding Analyst, Transaction Tax

DMA Inc

Indianapolis, IN, US
Hybrid
Analyze client source data
Develop structured data models
Interpret compliance requirements
As an employee-owned company, DMA prioritizes employees with low turnover rates and tenured teams, offering an employee stock ownership program and company-paid parental leave

Job Summary

  • As an employee-owned company, DMA prioritizes employees with low turnover rates and tenured teams, offering an employee stock ownership program and company-paid parental leave.
  • 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.
  • Essential duties include analyzing complex client source data, developing structured data models, interpreting and documenting compliance requirements, and maintaining proactive communication with clients throughout onboarding.

Matching Summary

As an employee-owned company, DMA prioritizes employees with low turnover rates and tenured teams, offering an employee stock ownership program and company-paid parental leave.

Skills & Requirements

Must-have

  • Analyze client source data
  • Develop structured data models
  • Interpret compliance requirements
  • Create process documentation
  • Set up client profiles
  • Process recurring client data feeds

Nice-to-have

  • Work/life balance focus
  • Employee stock ownership
  • Company paid parental leave
  • Generous time off package
  • Culturally focused on wellness

Key Requirements

  • Bachelor's degree in Accounting, Business Administration, Finance, or related field
  • 1+ years of experience in implementation, compliance, or data-focused role
  • Advanced proficiency in Microsoft Excel
  • Experience with data modeling or transformation tools preferred
  • Must be authorized to work in the U.S.

Work Rights

Must be authorized to work in the U.S.

Tailored Resume

Cover Letter