Analyst, Tax Technology - Exemption Certificate Management

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:  

• 2025 Great Places to Work Certified
• 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

Position Summary

The Analyst plays a key role in delivering DMA’s Managed Tax Services by performing detailed tax data analysis, exemption certificate management, and process optimization. This role supports client projects by ensuring compliance with tax regulations, maintaining accurate documentation, and leveraging tax technology solutions. The Tax Analyst collaborates with internal teams and clients to resolve complex issues, improve workflows, and enhance operational efficiency.

Essential Duties and Responsibilities

• Collect, validate, and maintain exemption certificates and related documentation.
• Analyze client data to ensure compliance with tax laws and internal standards.
• Assist with Exemption Certificate Management Solution configuration (Vertex, Avalara, Thomson Reuters) for client projects.
• Monitor and resolve client requests; provide timely and professional communication.
• Maintain and update Standard Operating Procedures (SOPs) and project documentation.
• Support data transformation workflows and troubleshoot issues using tax technology tools.
• Assist with process and impact analysis to identify improvements and recommend solutions.
• Provide system monitoring and break/fix support for tax solutions.
• Collaborate with team members to meet project deadlines and deliverables.
• Perform other duties as assigned.

Education and Qualifications

• Bachelor’s degree in Accounting, Business, Information Systems, or related field required.
• 1+ years of professional experience in tax, accounting, or data analysis.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); strong Excel skills preferred.
• Familiarity with indirect tax lifecycle and exemption certificate processes.
• Experience with tax engines (Vertex, Avalara, OneSource) and ERP systems a plus.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• ·Ability to manage multiple priorities and meet deadlines.
• 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. 

Work Environment & Physical 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

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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 [email protected] or 800-309-2110 and choosing selection 6.