DMA - DuCharme, McMillen & Associates, Inc.

• 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

Role Description The Managing Director is responsible for the financial performance and operations of a regional office or practice. Lead the team in the provision of property tax services to DMA’s clients including managing processes and personnel in the operations performance of Real Estate assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services. - Participate in the talent acquisition process for the team to add top talent. - Provide leadership, direction, and guidance to coach, motivate, and lead team members to their optimum performance levels and career development. - Ensure the operation’s adoption of, and adherence to, best practices and client service principles; for themselves and team members. - Focus team activities on prudent financial management with a goal of profit margin enhancement; meet set goals on production and revenue generation from assigned client accounts. - Participate in production/revenue forecasting, financial modeling, strategic planning and budgeting as requested. - Assist in growing office, region, and division from a market-share and financial perspective. - Provide service to clients in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities. - Prepare reports and analyses supporting DMA’s position for State and Local taxing authorities; review and submit periodic status reports to clients; prepare Reports of Findings and other general correspondence for clients. - Use DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client’s prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities. - Attend on-site inspection of client property (plants and operations). - Active participation in business development activities - including identifying, scoping and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA’s other service lines to prospects. - Account management responsibilities for assigned clients – developing, sustaining and enhancing relationships with DMA clients and prospects. - Participation in DMA & Industry tax community events and other forums as a public speaker, panelist or other representative of the company to create marketplace awareness and facilitate educational opportunities to our clients and prospects. - Assist in production and invoicing process. - Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills. - Research and follow industry or market activity/trends in assigned geographic area. - Research and follow state and local tax issues, legislation, court cases, etc. Qualifications - Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or a related field. - 12+ years professional experience; property tax, valuation, or accounting preferred. - Advanced knowledge of Microsoft Excel, Outlook, and Word. - Ability to work independently and as part of a team. - Excellent verbal and written communication skills, demonstrated problem-solving. - Organizational, research and interpersonal skills required. - Proven ability to direct and manage staff. - Ability to multi-task and prioritize projects and deadlines. - Valid driver’s license. Requirements - Ability to hear, understand, and distinguish speech and/or other sounds. - Prolonged periods of sitting at a desk and working on a computer. - Travel as required (approximately 25-50%). Benefits - 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. Compensation The total compensation range for this position is $190,000-$240,000, depending on qualifications, experience, and skills. This posting reflects the expected compensation range for this position at the time of posting. Actual compensation may vary based on factors such as experience, skills, education, and business needs.

• Participate in the talent acquisition process for the team to add top talent • Provide leadership, direction, and guidance to coach, motivate, and lead team members to their optimum performance levels and career development • Ensures the operation’s adoption of, and adherence to, best practices and client service principles; for themselves and team members • Focus team activities on prudent financial management with a goal of profit margin enhancement; meet set goals on production and revenue generation from assigned client accounts • Participate in production/revenue forecasting, financial modeling, strategic planning and budgeting as requested • Assist in growing office, region, and division from a market-share and financial perspective • Provide service to clients in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities • Prepares reports and analyses supporting DMA’s position for State and Local taxing authorities; reviews and submits periodic status reports to clients; prepares Reports of Findings and other general correspondence for clients • Uses DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client’s prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities • Attend on-site inspection of client property (plants and operations) • Active participation in business development activities - including identifying, scoping and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA’s other service lines to prospects • Account management responsibilities for assigned clients – developing, sustaining and enhancing relationships with DMA clients and prospects • Participation in DMA & Industry tax community events and other forums as a public speaker, panelist or other representative of the company to create marketplace awareness and facilitate educational opportunities to our clients and prospects • Assist in production and invoicing process • Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills • Research and follow industry or market activity/trends in assigned geographic area • Research and follow state and local tax issues, legislation, court cases, etc.

Role Description The Senior Compliance Analyst provides general support to team members in the compliance and property tax review process by preparing all tax returns, renditions, and filings for assigned clients. Responsible for larger, more complex clients. Essential Duties and Responsibilities - 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 Non-Essential Duties and Responsibilities - Assist with training of other department members - Assist management with reviewing non-complex returns, funding requests, etc. - Perform other duties as assigned Qualifications - Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field - 4-6 years’ experience in property tax compliance - Excellent verbal and written communication skills - Organization and the ability to excel in a fast-paced environment - Advanced level of proficiency in Microsoft Excel and Word - PTMS (Property Tax Management System) experience is preferred but not necessary - Technical tax background preferred - Ability to work overtime as required Benefits - 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 Company Description 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. 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.

• 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.

• 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.

• 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

• Lead product and service taxability mapping efforts, including mapping SKUs, item and service codes, spend categories, and product classes to tax engine categories. • Maintain and troubleshoot taxability drivers and mapping logic, including product class, usage class, purchase class, spend class, GL/account attributes, and flexible fields. • Serve as the subject matter expert for digital taxability, including SaaS, cloud‑based software, electronically delivered software and content, digital subscriptions, data services, and bundled offerings. • Interpret and apply U.S. multistate taxability rules for tangible personal property, digital goods, electronic services, bundled transactions, and multi‑location use. • Translate tax policy, statutes, and regulatory guidance into executable tax engine configurations. • Perform taxability research and analysis for complex or ambiguous items and document conclusions, assumptions, and supporting rationale. • Collaborate with Tax Advisory and Tax Technology teams to evaluate new or evolving products and maintain approved taxability positions. • Manage the taxability mapping lifecycle, including effective dating, version control, change management, and periodic reviews. • Execute quality assurance testing to identify unmapped or mis‑mapped items and resolve discrepancies within tax engines and downstream systems. • Develop and maintain mapping documentation, decision logs, SOPs, and audit‑support materials. • Partner cross functionally with IT, ERP, billing, eCommerce, procurement, and data teams to ensure accurate data alignment and system integration support. • Support implementation and post‑implementation activities, including issue resolution, reconciliation, and audit inquiries.

Role Description Are you ready to take the next step in your professional career? Join our dynamic team where we're not just offering jobs – we're providing opportunities to grow, innovate, and make a real impact. The Manager, Tax Technology will lead implementations of tax technology solutions and provide oversight to project resources, internally and externally. Opportunity to grow the organization through business development and client-focused solution delivery. 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 for multiple projects at one time. - Provide oversight and act as an escalation point for projects led by other members of staff. - Provide subject matter expertise to our clients related to 3rd party tax engines and ERP systems. - Lead project sessions related to defining and documenting functional and technical requirements, business process, and data impacts inherent in implementing a transaction tax solution. - Provide guidance to other resources in the organization such as consultants on projects/technical skills as well as general professional development. - Provide leadership and guidance to coach, motivate, and lead team members to their optimum performance levels and career development; includes evaluating candidates. - Provide executive management with production, revenue, and expense updates. - Participate in periodic divisional and management functions. - Assist with developing standard implementation approach templates, documentation, and scripts. - Conduct business development activities to generate new and additional business opportunities. Qualifications - Bachelor's degree in Information Technology, Accounting, Engineering, or a related field. - 5-8 years’ applicable and related experience. - Strong understanding of third party Transaction Tax engines, especially Thomson Reuters products. - Subject matter expertise for tax processes and integrations. - Expertise within the financial modules of SAP, Oracle, or other ERP system(s). - Ability to provide work direction to others and complete projects with limited direction. - PMP experience a plus. - Excellent verbal and written communication skills. - Travel as required (approximately 30-40%). Company Description 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.

Role Description The Senior Tax Manager provides strategic leadership across a portfolio of clients and team members. This role oversees complex assessment reviews and appeals, ensures deliverable quality, advances business development, and leads talent development to achieve superior client outcomes and sustained growth. - Lead strategy for major clients and complex engagements; represent clients before taxing authorities during appeals and hearings. - Review and approve analyses and client deliverables; enforce quality‑control standards and best practices. - Drive business development: identify and scope opportunities, develop proposals, and communicate DMA’s full suite of services. - Manage key client accounts: strengthen relationships, expand services, and ensure a high level of client satisfaction. - Provide leadership, direction, and coaching to motivate team members; support performance management and career development. - Participate in talent acquisition and onboarding to build a high‑performing team. - Oversee accurate, timely maintenance of cases, assessments, and jurisdictional information in DMA’s review management system. - Supervise production, billing, invoicing, and engagement profitability. - Track and ensure compliance with all jurisdictional deadlines for filings, audits, appeals, protests, and tax‑payment schedules. - Monitor industry activity, legislation, and court decisions; brief clients and internal leadership on relevant developments. - Operate independently with minimal supervision while fostering strong team collaboration. - Perform other duties as assigned. Qualifications - Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or a related field. - 7+ years of professional experience; property tax, valuation, or accounting preferred. - Advanced proficiency with Microsoft Excel, Outlook, and Word. - Excellent executive‑level communication; strong strategic and problem‑solving skills. - Strong organizational, research, and interpersonal skills. - Ability to manage multiple projects and deadlines. - Valid driver’s license. Requirements - Regular, 40 hours/week work schedule. - Travel: 15-25%. - Physical Activity: Prolonged periods of sitting and computer use. - Ability to hear, understand, and distinguish speech and sounds. - Frequent repetitive motions with hands. 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, and the overall wellness of our employees.