Tax Consultant, Transaction Tax

About the Role

As a Tax Consultant, you will support the Transaction Tax team by assisting in overpayment reviews, audit reviews, and filing refund claims with taxing jurisdictions. This role involves hands-on data analysis, tax research, and client interaction. You will build foundational expertise in transaction tax compliance and consulting while contributing to project delivery and client service.

Responsibilities

• Assist in review preparation, including reconciliation to trial balance reports and other data analysis.
• Gather and examine documentation such as invoices, purchase orders, and tax returns.
• Retrieve source documentation from client systems.
• Create schedules of invoices and supporting documents.
• Research and enter data regarding tax exemptions.
• Analyze tax questions and provide written responses.
• Contact vendors for refund follow-up and clarification.
• Support the compilation of client reports, refund claims, and training materials.
• Travel to client locations as needed (approx. 5%).
• Provide support to Senior Tax Consultants, Tax Managers, and Directors.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 1–2 years of professional experience, preferably in transaction tax.
• Intermediate proficiency in Microsoft Word and Excel.
• Experience in tax research and issue resolution preferred.
• Strong problem-solving, verbal, and written communication skills.
• Ability to work independently and collaboratively across teams.
• Must be authorized to work in the U.S. without employment-based visa sponsorship.

Benefits

• Employee stock ownership program (ESOP) eligibility begins on day one of employment (targeted contribution at 6% of annual compensation).
• Company-paid parental leave.
• Generous time off package.
• Multiple benefit plans, with eligibility beginning on day one of employment.

DMA is an employee-owned company with a focus on work/life balance and overall employee wellness, as evidenced by low turnover rates and tenured teams (2026 Great Places to Work Certified).

Schedule

Regular, 40 hours per week with less than 10% travel.

Work Environment & Physical Requirements

• Prolonged periods of sitting and computer use.
• Ability to hear, understand, and distinguish speech and sounds.
• Frequent repetitive motions with hands.