Associate Tax Consultant, Transaction Tax

Ducharme Mcmillen And Associates - Sugar Land, TX

Full-time - Entry Level

Sugar Land, TX

Professional, Scientific, and Technical Services

About the position

The Associate Tax Consultant role at DuCharme, McMillen & Associates, Inc. involves assisting team members with Sales & Use tax overpayment and audit reviews, tax research, and various consulting projects. The position primarily supports the Compliance function by processing multi-state transaction tax returns for clients, resolving notices, and completing monthly reporting. This entry-level position emphasizes work/life balance and employee wellness, reflecting the company's commitment to its employee-owners.

Responsibilities

• Assist in review preparation, including tax research and data analysis.
• Locate, examine, and retrieve relevant vendor invoices and other essential documents.
• Perform transaction tax reconciliations.
• Create and modify spreadsheets by entering data from vendor invoices.
• Review and perform taxability coding of invoices.
• Research tax questions and issues and provide thorough written responses.
• Data entry primarily using Word and Excel.
• Contact vendors and taxing authorities for refund follow-up and information requests.
• Assist in creating client reports and refund claims.
• Travel to client locations to gather information and tour facilities.
• Collect, analyze, and process data for the timely completion and filing of transaction tax returns.
• Process tax returns and filings for assigned clients.
• Prepare check batches and electronic payment batches.
• Monitor, review, and resolve jurisdictional tax notices.
• Complete month-end reporting (scanning, uploading, YTD tracking, etc.).
• Prepare bank reconciliations for applicable clients.
• Familiarization with state and local tax compliance changes.

Requirements

• Bachelor's Degree, preferably in Accounting, Finance, or Economics.
• 0-1 years' professional experience preferably in accounting or tax.
• Intermediate knowledge of Microsoft Excel and Word.
• Demonstrated problem solving skills.
• Exceptional attention to detail.
• Ability to accurately complete high-volume work.
• Strong verbal and written communication skills.
• Ability to work both independently and as part of a team.
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship.

Benefits

• Paid parental leave
• Paid holidays
• Paid time off
• Parental leave
• Employee stock ownership plan
• Volunteer time off