Client Onboarding Analyst, Transaction Tax

DMA Inc

Not specified; esop contribution targeted at 6% of...
Hybrid
Advanced microsoft excel proficiency including pivot tables and vlookup
Bachelor's degree in accounting, business administration, or finance
Ability to analyze complex client source data for compliance systems
DMA Inc is seeking a Client Onboarding Analyst to support their Transaction Tax Compliance team by managing client onboarding activities and ensuring data integration into compliance systems. The ideal candidate should have a background in accounting or finance, strong data analysis skills, and advanced proficiency in Microsoft Excel

Job Summary

  • The role supports the Transaction Tax Compliance team by executing new client onboarding activities and ensuring seamless integration into compliance systems.
  • Employees benefit from an Employee Stock Ownership Program (ESOP) with contributions targeted at 6% of annual compensation starting on day one.
  • The position requires creating accurate data models and documenting processes to establish a foundation for long-term client success.

Matching Summary

Match Score: 85

DMA Inc is seeking a Client Onboarding Analyst to support their Transaction Tax Compliance team by managing client onboarding activities and ensuring data integration into compliance systems. The ideal candidate should have a background in accounting or finance, strong data analysis skills, and advanced proficiency in Microsoft Excel.

Salary

Not specified; ESOP contribution targeted at 6% of annual compensation

Skills & Requirements

Must-have

  • Advanced Microsoft Excel proficiency including pivot tables and VLOOKUP
  • Bachelor's degree in Accounting, Business Administration, or Finance
  • Ability to analyze complex client source data for compliance systems

Nice-to-have

  • Experience with data modeling or transformation tools
  • Knowledge of macros for data processing
  • Background in implementation or compliance roles

Key Requirements

  • 1+ years of experience in implementation, compliance, or data-focused positions
  • Must be authorized to work in the U.S. without visa sponsorship
  • Strong verbal and written communication skills for technical explanations

Work Rights

Must be authorized to work in the U.S.

Tailored Resume

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