DMA - DuCharme, McMillen & Associates, Inc.

Marketing

• Support the development and execution of strategic marketing campaigns and initiatives
• Manage projects and workflows in ClickUp to ensure deliverables stay on schedule
• Assist in the creation and distribution of digital and print content, leveraging AI tools to transform subject matter input into content drafts
• Assist in campaign reporting using HubSpot and Google Analytics
• Collaborate with internal teams and centralized marketing groups to execute campaigns
• Work with marketing leaders to prioritize and manage marketing activities
• Collect and analyze marketing data to identify trends and opportunities
• Ensure marketing materials comply with brand standards and regulatory guidelines
• Support team collaboration and participate in training activities
• Perform other duties as assigned

Marketing Specialist

Business Development Rep

• Support DMA’s Sales Research team by providing administrative and operational assistance for business development initiatives.
• Focus on lead generation, CRM management, and coordination of proposals and events.
• Create and format agreements, proposals, and process documentation for client engagements.
• Input and maintain opportunity sales funnels for Client Account Managers.
• Research and prospect new accounts and contacts using online tools, directories, and publications.
• Manage and maintain CRM database to ensure data integrity and accurate reporting.
• Support pre- and post-event activities for webinars and regional events.
• Generate customized and standard reports for business development and leadership teams.
• Enter meeting and call notes into CRM.
• Collaborate with research analysts to support research packet components as needed.

Business Development Coordinator

• Lead assessment‑review strategies and represent clients during appeals and hearings with state and local taxing authorities
• Review and approve analyses that support DMA’s positions; ensure timely, accurate Reports of Findings and client communications
• Apply DMA valuation models and templates; determine prior client methodologies; identify exemptions and abatements; quantify tax‑savings opportunities
• Conduct and/or oversee on‑site inspections of client properties (plants and operations)
• Drive business development: identify, scope, and develop solutions for prospective and existing clients; effectively communicate DMA service lines
• Manage key accounts: develop, sustain, and expand client relationships; ensure high levels of responsiveness and service quality
• Provide leadership, direction, and coaching to motivate team members; support performance management and career development
• Participate in talent acquisition to build a high‑performing team
• Ensure adoption of best practices and client‑service standards across the team
• Manage engagement economics: forecast production and revenue, contribute to budgeting and strategic planning, and focus activities on profit‑margin improvement
• Maintain accurate case, assessment, and jurisdictional data in DMA’s review management system; oversee production, billing, and invoicing
• Track and enforce jurisdictional deadlines for filings, audits, appeals, protests, bill mailings, and tax‑payment dates
• Participate in industry and DMA events as a speaker or panelist to enhance market awareness and provide client education
• Monitor market activity, legislation, and court decisions; brief clients and internal stakeholders on relevant developments
• Perform other duties as assigned

Director, Property Tax

• Prepare all tax returns/renditions and filings for assigned clients working in PTMS, OneSource, or PowerPlan
• Manage large, more complex client renditions/returns and reporting requirements
• Present completed returns to management for review
• Prepare check requests once jurisdictional tax liabilities have been approved by management
• Serve as a resource for junior team members regarding client-specific processing issues
• Ensure all applicable returns/renditions/tax bills and remittances are copied and mailed in a timely manner
• Monitor and review all jurisdictional tax notices for assigned clients
• Update internal compliance software with appropriate tax related information for each assigned client
• Manage or assist with new client implementations

Senior Compliance Analyst, Property Tax

• Provide general support to the department by preparing returns for existing clients
• Communicating with taxing jurisdictions
• Preparing tax payments
• Timely completion of all assigned work in the personal property compliance process
• Perform property tax data analysis, reconciliation, and import into PTMS, OneSource, PowerPlan, and DMA’s internal software PTCA
• Request source data from clients
• Update and maintain client tax information and database
• Submit completed returns to Supervisor/Manager for review by assigned due date
• Monitor and review all jurisdictional tax notices for assigned clients by assigned due date
• Prepare tax payments on behalf of clients for jurisdictional liabilities by assigned due date
• Review missing bills and notices reports and research items not received
• Prepare funding requests to send to the client to receive funds for timely payments
• Ensure all applicable returns/renditions/tax bills and remittances are processed and mailed in a timely manner
• Respond to client and jurisdictional inquiries
• Maintain annual client filing calendar
• Assist with new client implementations
• Print and process client tax returns/renditions and remittance in preparation for filing
• Perform other duties as assigned

Compliance Analyst, Property Tax

Analyst

• Provide business license compliance support to our clients, team members, and leadership
• Responsible for business license registrations and renewals; including data requests, funding requests, bank reconciliations, client billing, reports, new location research, and special projects
• Manage business license renewals and reporting for assigned clients with low complexity
• Ensure all client license renewals and new registrations are filed in a timely manner
• Responsible for accurate business license data entry into all departmental systems
• Submit and process client data requests necessary for processing and filing license renewals
• Investigate, document, and resolve all issues for licenses that haven’t been received within 30 days of submission
• Research jurisdictional licensing requirements for new client locations
• Prepare and process client funding requests for license renewal approval
• Prepare bank reconciliations for client accounts and follow up on all discrepancies and checks that remain outstanding after 60 days

Associate Analyst, Business License

Manager

• Leads the strategy, administration, and compliance of DMA’s employee benefits programs across the U.S. and Canada
• Oversees health, dental, vision, voluntary benefits, leave of absence programs, and retirement plans including 401(k) and ESOP
• Ensures regulatory compliance, vendor performance, and employee engagement while contributing to total rewards offerings
• Designs, implements, and manages benefit programs, policies, and procedures
• Administers benefit plans including medical, dental, vision, flexible spending, voluntary benefits, and retirement (401(k), ESOP)
• Conducts individual benefit meetings with new hires and provides guidance on enrollment and plan options
• Oversees new hire enrollment, mid-year changes, and benefit terminations
• Manages leave of absence programs including FMLA, ADA, STD, LTD, workers’ compensation, and other statutory and company leaves
• Reconciles insurance invoices and payments; resolves discrepancies with vendors
• Leads annual open enrollment including system setup, communications, and vendor coordination
• Administers workers’ compensation claims and coordinates with payroll and finance for reporting and invoicing
• Maintains benefits data in HRIS (Workday preferred); ensures data integrity and audit readiness
• Prepares and analyzes benefits-related reports and metrics; provides insights to leadership
• Collaborates with payroll, HR, and finance teams to ensure accurate deductions and data flow

Senior Benefits Manager

Content Marketing Manager

• Serve as the primary owner of DMA’s proposal and RFP response process, managing submissions from intake through final delivery.
• Coordinate proposal timelines, responsibilities, and deliverables to ensure on‑time, high‑quality submissions.
• Translate complex technical, regulatory, and service‑line content into clear, persuasive proposal narratives.
• Ensure proposal and RFP responses align with client requirements, evaluation criteria, and submission guidelines.
• Maintain proposal quality, consistency, and compliance across all submissions.
• Write, edit, and refine proposal narratives, executive summaries, project descriptions, expert profiles, and related content.
• Ensure all proposal and RFP response content aligns with DMA’s brand voice, messaging standards, and value proposition.
• Proofread and quality‑check proposals and RFP responses for clarity, accuracy, formatting, and completeness prior to submission.
• Incorporate feedback efficiently while protecting narrative cohesion and clarity.
• Partner closely with Business Development, Marketing, and service line subject matter experts to gather input and insights.
• Facilitate working sessions and follow‑ups with contributors to meet proposal deadlines.
• Provide guidance to internal contributors on proposal structure, tone, and best practices.
• Serve as the central point of communication for proposal‑related activities.
• Maintain and organize a centralized proposal content library, including expert profiles, project descriptions, and boilerplate materials.
• Update templates, tools, and reference materials to improve proposal efficiency and consistency.
• Identify opportunities to improve proposal workflows, processes, and tools over time.
• Support efforts to standardize proposal best practices and reduce re-work.
• Support other marketing content initiatives as bandwidth permits, such as thought leadership, marketing collateral, or internal communications.
• Assist with content drafting, editing, or coordination for marketing initiatives outside of proposals.
• Collaborate with content and design teammates to ensure alignment across proposal and marketing materials.
• Stay informed on proposal best practices, industry trends, and client expectations within professional services.
• Recommend improvements to proposal strategy, messaging, and presentation based on outcomes and feedback.
• Perform other duties as assigned.

Content Marketing Manager – Proposals

• Responsible for reviewing and analyzing client royalty obligations to identify tax savings opportunities and ensure compliance with applicable regulations.
• Prepares detailed reviews of client royalty reporting, and represents clients in audits with taxing authorities.
• Maintains expert knowledge of royalty assessment laws and industry practices to deliver accurate, strategic solutions that optimize client outcomes.
• Reviews client records for Crown royalty refund potential, credits, and procedural recommendations.
• Prepares and submits written reports supporting DMA’s position for taxing authorities; reviews and submits periodic status reports to clients; prepares Report of Findings for clients.
• Responsible for client account management on assigned clients.
• Maintains knowledge of Crown Royalty regulations, guidelines and court decisions.
• Represents clients during Alberta Treasury Board and Finance audits and provides support and advisory services in defense of claims made.
• Assists Director National Accounts and other business development professionals in scoping and developing customized solutions for new and prospective clients.
• Performs other duties as assigned.

Tax Manager

Research Analyst

• Research and analyze compliance matters relating to Property Tax such as tax due dates, depreciation schedules, jurisdictional addresses, electronic filing and payments, and form changes
• Communicate with state and local jurisdictions regarding issues/irregularities
• Conduct basic research on client questions and concisely summarize findings
• Accurately and proactively maintain the Tax Resource Database for address information, assessment ratios, depreciation tables, due dates, and other data
• Resolve tickets created through Property Tax Research (PTR) JIRA Project
• Facilitate collaboration between Research, Training, Compliance, and Consulting teams