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Engy Wasef

Managing Director

Transaction Tax

ROLE

Engy leads a team of transaction tax professionals. She oversees DMA’s transaction tax compliance operations, ensuring best practices, exceptional service quality, and a consistently strong client experience. Engy leads a team of compliance professionals, providing the support, staffing, and guidance needed to meet deadlines, manage risk, and maintain accuracy across all filings, tax payments, and jurisdictional requirements. She ensures that compliance managers, supervisors, and analysts adhere to client agreements, properly report source data, and resolve notices efficiently for all clients. In addition, Engy drives process improvements and identifies opportunities to enhance service delivery. She researches pending sales and use tax changes, works on special compliance projects, and assists with employee training.

 

EXPERTISE

17+ years in indirect tax; 9 years with DMA

  • Extensive experience in accounting and indirect tax experience, including property, sales and use tax, personal property tax, business licenses, and annual report compliance
  • Former indirect tax manager for various companies, where she served as the subject matter expert for all indirect tax matters
  • Lead the implementation of various ERPs and tax engines
  • Extensive expertise in defending indirect tax audits (personal property and sales and use tax) for multiple legal entities
  • Supports domestic M&A opportunities by reviewing indirect tax processes and state filings
  • Reviews indirect tax account reconciliation and provides overall balance sheet account integrity analysis
JURISDICTIONS

United States | Canada

 

INDUSTRIES

Energy & Utilities | Finance & Insurance | Manufacturing | Oil & Gas | Pharmaceutical | Retail | Wholesale

 

TECHNOLOGY

Alteryx | Avalara AvaTax and CertCapture | CCH | D365SAP | Frontier | MAS500 | Microsoft AX | Oracle | TTR Vertex

 

EDUCATION / CREDENTIALS

  • Bachelor of Science, Finance – Kelley School of Business, IUPUI
  • Continually attends seminars that examine the latest changes in state and local taxation
  • Member of the Institute for professionals in Taxation (IPT)