Associate Analyst, Tax Technology

DuCharme McMillen & Associates, Inc. • Full-time • Cleveland, United States of America • 3m ago

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 Associate Analyst – Tax Technology provides direct support to the Director of Administrative Operations, EVP and Tax Technology leadership by combining analytical, administrative, and operational support with hands-on exposure to tax technology and corporate initiatives. This role is designed for someone who is motivated to learn, ask questions, and gain hands-on exposure to the inner workings of a tax technology division. The Associate Analyst will participate in division discussions, assist with data analysis and process improvement efforts, and help manage priorities, tasks, and initiatives across the division. This position offers a unique opportunity to learn tax technology strategy, operational execution, and leadership decision-making while contributing to meaningful projects that drive efficiency and innovation.

Essential Duties and Responsibilities

Sit in on leadership, sales, client and project-related meetings to gain exposure to divisional strategy, priorities, and operations
Support the Director of Administrative Operations and EVP by tracking initiatives, action items, deadlines, and follow-ups to ensure priorities remain on track
Assist with data analysis related to tax technology operations, reporting, and process performance
Support process documentation, workflow mapping, and identification of opportunities for improvement and automation
Provide administrative and organizational support, including preparing meeting materials, summaries, and internal documentation
Collaborate with cross-functional team members to support tax technology projects and operational needs
Maintain organized, audit-ready documentation and project records
Perform ad-hoc analysis, month-end billings, and special projects as assigned

Education and Qualifications

Bachelor’s degree in Accounting, Finance, Information Systems, Business Analytics, or a related field required
0–2 years of relevant experience; internships or exposure to tax, technology, analytics, or operations preferred
Strong proficiency in Microsoft Excel and other Microsoft Office tools
Interest in tax technology, process improvement, data analysis, and business operations
Highly organized with strong attention to detail and follow-through
Ability to manage multiple priorities, adapt to changing needs, and work closely with leadership
Strong written and verbal communication skills
Curiosity, discretion, and professionalism when working with leadership-level information
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.

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