DMA - DuCharme, McMillen & Associates, Inc. · 2 weeks ago
Client Data Manager
Texas, United States
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expDMA - DuCharme, McMillen & Associates, Inc. is an employee-owned company that prioritizes employees and promotes a healthy work-life balance. The Client Data Manager is responsible for managing and transforming client data to ensure accuracy for tax analysis and compliance, while also acting as a liaison between clients and internal teams.
Accounting
Hiring Manager
Abbey Loving
Responsibilities
Engage professionally with clients to obtain required data in a timely and efficient manner
Review and interpret ERP system tables (e.g., SAP, Oracle, Microsoft Dynamics) to understand data structures
Analyze large datasets to identify trends, patterns, and insights, and create detailed reports, data visualizations, and dashboards
Implement processes for data validation, cleaning, and quality assurance to maintain the accuracy and integrity of data across all sources
Enhance existing client files by adding relevant data fields to support analysis
Reconcile client data with general ledger (G/L) records to ensure accuracy and completeness
Perform statistical sampling using IDEA software to support transaction tax analysis
Respond to specific data requests from Transaction Tax Associates, Managers, and Directors
Supervise Associates within the Client Data team, providing guidance and oversight
Collaborate with tax, finance, and IT teams to streamline data flows and improve reporting efficiency
Efficiently manage high-volume workloads and prioritize tasks to meet project deadlines
Maintain a centralized log of all client data projects for team visibility and tracking
Develop and maintain documentation for tax data processes, controls, and system mappings
Track time spent on client data projects to support ROI analysis and client billing
Qualification
Required
Associate degree required; Bachelor's degree in a related field (e.g., Accounting, Information Systems, or related field) strongly preferred
Minimum of 8 years of professional experience in data management, financial systems, or tax-related services
Advanced skills in Microsoft Excel and working knowledge in Word and Access
Experience with data analysis and conversion tools such as IDEA, SQL, Python, OmniPage, and UltraEdit
Familiarity with ERP systems like SAP, Oracle, Microsoft Dynamics, Workday etc
Exceptional organizational skills and attention to detail
Strong verbal, written, and problem-solving skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
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