Client Data Manager

3 weeks ago


Mississauga, Canada DMA Full time
This will be a hybrid position. Current in office expectation is 2 days per week: Wednesday and Thursday 

Why are long tenures and low turnover rates the norm at DMA? When you are an employee owned company, you are all about your employees, and here is proof :

  • 2023 Great Places to Work Certified
  • Employee stock ownership program eligibility begins day one of employment. ESOP contribution is targeted at 6% of your annual compensation.
  • Generous PTO package plus 1 paid floating holiday and 1 day of paid volunteer time off.
  • Leadership team invested in the development, success, and happiness of our employees.
  • "Live and work like a DMA Employee-Owner”: We focus on work/life balance, mental health, and the overall wellness of our employees.
Position Summary

Support the Transaction Tax Division by providing data analysis for the Canadian Sales Tax service team members. The successful candidate will be responsible for the collection and setup of client accounts payable and tax GL data.

Essential Duties and 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 (i.e. using IDEA software) and provide standard format reports for Service Team analysis
  • 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
Non-Essential Duties and Responsibilities
  • Purge old data files based on DMA’s retention policy
  • Perform other duties as assigned
Education and Qualifications
  • Associate degree required, Bachelor’s degree with Accounting preferred
  • 5+ years’ related professional experience
  • 2+ years of data set up and analysis of data sets for Canadian Sales Tax Reviews (GST/HST, QST and PST Reviews)
  • Advanced skills in Microsoft Excel
  • Prior experience with IDEA, SAP, OmniPage, and Ultra Edit preferred
  • Prior experience with Alteryx, Power BI, Tableau preferred 
  • Knowledge of programing languages Python, R and SQL preferred 
  • Data Modeling experience preferred
  • Strong organizational skills and attention to detail
  • Excellent verbal communication skills
  • Ability to successfully work under deadlines and comfortable with multi-tasking

#LI-HYBRID #LI-AL1



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