JOB DETAILS

Client Data Manager

DuCharme McMillen & Associates, Inc. • Full-time • Mississauga, Ontario, Canada • 2m ago

This will be a hybrid position. Current in office expectation is 2 days per week: Wednesday and Thursday

Position Summary

Support the Transaction Tax Division by providing data analysis for the Canadian Sales Tax service team members. The successful candidate will be responsible for the collection and setup of client accounts payable and tax GL data.

Essential Duties and Responsibilities

Communicate with clients in a professional manner to obtain client data efficiently
Obtain and review clients’ SAP, Oracle, JDE, or other ERP tables as appropriate and determine how they relate
Convert clients’ data files
Verify clients’ data files, including identification of shifting data, etc.
Add data fields to existing client files
Reconcile client data to the G/L
Perform statistical sampling on client data using (i.e. using IDEA software) and provide standard format reports for Service Team analysis
Handle specific data requests from Transaction Tax Associates, Managers, and Directors
Supervise Associates in the group
Assist Transaction Tax and Property Tax Compliance as needed with client data conversion issues
Manage large workloads in an efficient manner
Maintain a client data log of all data projects for viewing by the DMA team
Prepare and maintain working notes for all client data projects
Track time expended on client data projects for ROI analysis and client billings

Non-Essential Duties and Responsibilities

Purge old data files based on DMA’s retention policy
Perform other duties as assigned

Education and Qualifications

Associate degree required, Bachelor’s degree with Accounting preferred
5+ years’ related professional experience
Advanced skills in Microsoft Excel
Prior experience with IDEA, SAP, OmniPage, and Ultra Edit preferred
Prior experience with Alteryx, Power BI, Tableau preferred
Knowledge of programing languages Python, R and SQL preferred
Data Modeling experience preferred
Strong organizational skills and attention to detail
Excellent verbal communication skills
Ability to successfully work under deadlines and comfortable with multi-tasking

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