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Lead Consultant, Tax Technology

Role overview

Qualifications

  • Bachelor’s degree in Engineering, Computer Science, Accounting, Mathematics, or related field
  • 4-7 years of experience in a related role
  • Understanding of common requirements for a tax integration project
  • Excellent verbal and written communication skills

Responsibilities

  • Responsible for all phases of the software implementation methodology including planning, requirements gathering, solution design, tax configuration, testing, knowledge transfer, and cutover support
  • Project management activities such as leading status calls, creating status reports, taking meeting minutes, and maintaining project plans
  • Create and maintain project documentation
  • Lead tax requirements sessions with clients for input to the solution design

Key facts

  • Remote from: United States
  • Freelance
  • Senior (5-10 years)
  • Consultant
  • English

Hard skills

Other skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Non-Verbal Communication

About the company

DMA logo

DMA

Accounting

DMA, a proudly employee-owned company, has been solving corporate tax challenges for its clients since 1972. Our employees’ entrepreneurial spirit and commitment to client service sets us apart from our competitors. Our professionals span the United States, Canada and Europe to serve the largest public and private companies with the highest level of expertise. We are committed to truly serving as an extension of our client’s tax department, going beyond mere partnering by adopting the perspective and commitment of our client’s team members. Our clients rely on us to deliver individualized, highly sophisticated services and solutions to help eliminate unnecessary future tax burdens and inefficiencies. We assign experienced professionals based on the specific needs and requirements for each client, ensuring unparalleled service. Our areas of corporate taxation expertise include: • Property Tax • Sales/Use & Commodity Tax • State Income & Franchise Tax • Tax Technology • Severance Tax • Value Added Tax • Customs & Duty • Crown Royalties • Unclaimed Property The experts at DMA assist companies with minimizing their taxes, enhancing the efficiency of their tax administration through industry-leading technology solutions, and managing their tax compliance obligations. To learn more about DMA, visit DMAinc.com.

Company details

Company typeSME
IndustryAccounting
Company size501 - 1000

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Job description

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 Lead Consultant will implement indirect tax technology solutions including tax engines, exemption management solutions, and compliance tools for both Sales & Use Tax (SUT) and VAT. This role partners with clients to provide innovative tax solutions by integrating leading tax engines with ERP, billing, and ecommerce platforms, while applying innovative approaches to complex indirect tax challenges.

Essential Duties and Responsibilities

  • Responsible for all phases of the software implementation methodology including planning, requirements gathering, solution design, tax configuration, testing, knowledge transfer, and cutover support

  • Project management activities such as leading status calls, creating status reports, taking meeting minutes, and maintaining project plans

  • Create and maintain project documentation

  • Offer/apply in-depth knowledge of tax technology best practices and function as a subject matter expert to clients

  • Lead tax requirements sessions with clients for input to the solution design

  • Implement an array of tax technology solutions (ONESOURCE, Vertex, Avalara) as well as integrate these solutions with ERP, Billing, POS, and Ecommerce systems (Oracle, SAP, NetSuite, etc.)

  • Assist with troubleshooting functional and technical issues related to tax solutions

  • Explain the high-level differences among the tax engine solutions and define opportunities for improvement for existing tax technology solutions

  • Assist management with business development activities

Education and Qualifications

  • Bachelor’s degree in Engineering, Computer Science, Accounting, Mathematics, or related field required

  • 4-7 years of experienced in a related role

  • Understanding of common requirements for a tax integration project

  • Excellent verbal and written communication skills

  • Expertise with Microsoft products (Excel, Word, PowerPoint, Projects)

  • PMP experience a plus

  • Minimum 2 years managing tax related projects

  • Travel as required (approximately 15-50%)

  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship. 

#LI-REMOTE

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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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