DMA - DuCharme, McMillen & Associates, Inc.

• Build product knowledge, consulting skills, and implementation proficiency through training and development
• Provide expertise of tax processes and enabling technologies
• Consult with clients to understand their business requirements and map them to tax solutions
• Manage project tasks and successful completion of project deliverables and activities
• Perform Tax engine and ERP configuration to reflect client requirements; must be comfortable with at least one ERP
• Provide Go Live and cutover activity support when needed
• Assist managing status meetings including calls and weekly minutes
• Train tax users to effectively use applications
• Develop working relationships with clients in order to complete assignments and communicate with clients when necessary

Consultant, Tax Technology

• Provide technical and operational support for tax engine configuration, process automation, and reporting
• Optimize tax workflows, ensuring compliance, and delivering accurate reporting for client engagements
• Collaborate with internal teams and clients to troubleshoot issues, implement solutions, and enhance tax technology processes
• Configure, test, and maintain tax engines and ERP systems for client projects
• Automate tax processes and reporting workflows using data transformation tools and scripting solutions
• Validate and process client data for accuracy and compliance with tax regulations
• Work closely with customers to understand their needs, promote customer satisfaction, retention, and success
• Review and analyze business process inputs, document variables and constraints, define prospective outcomes, and recommend solutions
• Process and troubleshoot customer workflows using data transformation tools
• Respond to client inquiries and provide support for tax engine functionality and process issues
• Collaborate with team members to identify and implement process improvements
• Provide break/fix resolution and ongoing tax solution maintenance to optimize efficiency and accuracy.

Tax Analyst, Tax Technology Support

• Configure, test, and maintain tax engines (Vertex, Avalara, Thomson Reuters) and ERP systems for client projects
• Automate tax processes and reporting workflows using data transformation tools and scripting solutions
• Validate and process client data for accuracy and compliance with tax regulations
• Work closely with customers to understand their needs, promote customer satisfaction, retention, and success
• Ensure clients are provided high-quality and timely communications on all service components and deliverables
• Review and analyze business process inputs, document variables and constraints, define prospective outcomes, and recommend solutions
• Process and troubleshoot customer workflows using data transformation tools
• Respond to client inquiries and provide support for tax engine functionality and process issues
• Collaborate with team members to identify and implement process improvements
• Create, update, and enhance high-detail Standard Operating Procedures (SOPs)
• Provide break/fix resolution and ongoing tax solution maintenance to optimize efficiency and accuracy
• Mentor and guide junior analysts; provide training and feedback to enhance team performance

Senior Tax Analyst, Tax Technology Support

• Lead and support Canadian Sales Tax engagements, including GST/HST, QST, and PST overpayment reviews.
• Conduct tax research, analyze client data, and prepare documentation.
• Draft refund requests and negotiate with auditors during processing and appeals.
• Prepare client updates and reports summarizing findings and recommendations.
• Identify and analyze potential opportunities with prospective clients.

Senior Tax Consultant, Canada Sales Tax

• 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 as well as integrate these solutions with ERP, Billing, POS, and Ecommerce systems
• 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

Consultant, Tax Technology

Tax Analyst, Tax Technology Support

Senior Tax Analyst, Tax Technology Support

Senior Tax Consultant, Canada Sales Tax

Lead Consultant, Tax Technology