DMA - DuCharme, McMillen & Associates, Inc. · 3 months ago
Client Data Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expDMA - DuCharme, McMillen & Associates, Inc. is an employee-owned company that prioritizes its employees and offers a supportive work environment. The Client Data Manager will communicate with clients to obtain and manage client data, supervise associates, and ensure data accuracy while maintaining a client data log and tracking project time for analysis.
Accounting
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 IDEA software
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
Purge old data files based on DMA’s retention policy
Perform other duties as assigned
Qualification
Required
Associate degree required
8+ years' related professional experience
Advanced skills in Microsoft Excel and beginner skills in Word and Access
Strong organizational skills and attention to detail
Excellent verbal communication skills
Ability to successfully work under deadlines and comfortable with multi-tasking
Preferred
Bachelor's degree preferred
Prior experience with IDEA, SAP, OmniPage, and Ultra Edit preferred
Benefits
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
Company
DMA - DuCharme, McMillen & Associates, Inc.
Great Place to Work® Certified™ DMA, a proudly employee-owned company, has been solving corporate tax challenges for its clients since 1972.
501-1000 employees
H1B Sponsorship
DMA - DuCharme, McMillen & Associates, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (2)
2021 (2)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Daniel Hutmacher
President and Chief Executive Officer
Roger Weitkamp
Chief Administrative Officer, General Counsel, and Corporate Secretary
Recent News
2023-12-23
Company data provided by crunchbase