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Associate Client Data Consultant

DuCharme, McMillen & AssociatesDuCharme, McMillen & Associates·Marketing and Advertising

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Posted

45 days

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About the role

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, and the overall wellness of our employees

Position Summary

The Associate Data Consultant supports the Data Acquisition Team by converting, validating, and analyzing client data for automated Sales and Use tax reviews. This entry-level role is ideal for individuals with strong technical aptitude and attention to detail who want to build expertise in data transformation and compliance processes. The Associate Client Data Consultant works closely with team members to ensure accurate data preparation and timely client deliverables.

Essential Duties and Responsibilities

  • Convert client data files into usable formats for processing.

  • Validate and scrub client data to ensure accuracy and completeness.

  • Add or modify data fields in existing client files as needed.

  • Review ERP tables (SAP, Oracle, JDE) and determine relationships for data integration.

  • Respond to specific data requests from consultants and managers.

  • Maintain detailed working notes for all client data projects.

  • Communicate professionally with clients to obtain required data.

  • Track time spent on projects for ROI analysis and billing purposes.

  • Perform other duties as assigned.

Education and Qualifications

  • Bachelor’s degree or Associate degree in Accounting, Business, Informatics, or a related field required

  • 1+ years of experience in data-related work preferred

  • Proficiency in Database Software, Microsoft Office (Office, Excel, Word); advanced Excel skills preferred

  • Familiarity with ERP systems (SAP, Oracle, JDE) and data tools (IDEA, SQL, OmniPage, UltraEdit) is a plus

  • Attention to detail and accuracy in data handling

  • Strong verbal and written communication skills

  • Effective organizational and time management abilities

  • Ability to utilize technical tools to manage multiple tasks under deadlines

Work Environment and Physical Requirements

  • Work Schedule: Regular, 40 hours/week

  • Travel: None

  • 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 HRDepartment@dmainc.com or 800-309-2110 and choosing selection 6. 

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Aplyr's read

DuCharme, McMillen & Associates is a data-driven marketing agency with a focus on innovative solutions, attracting professionals in tax, technology, and strategic development.

Synthesized from recent postings & public sources

What's promising

  • Strong focus on data-driven marketing strategies enhances client business growth.
  • Diverse role offerings indicate a wide range of expertise and opportunities.
  • Innovative solutions are central, appealing to creative and analytical professionals.

What to watch

  • Limited public information about company culture and work-life balance.
  • Specialization in tax and compliance may not appeal to all marketing professionals.
  • Rapid role diversification could lead to challenges in maintaining a cohesive brand identity.

Why DuCharme, McMillen & Associates

  • Combines marketing expertise with tax and compliance services for a niche market.
  • Offers specialized roles in tax technology, blending IT and tax expertise.
  • Focuses on property tax and transaction tax, setting it apart from typical marketing agencies.

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About DuCharme, McMillen & Associates

DuCharme, McMillen & Associates

DuCharme, McMillen & Associates

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DMA is a data-driven marketing agency that specializes in delivering innovative marketing solutions and strategies to help businesses grow.

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