Client
Our client is a global equipment manufacturer with a substantial property tax footprint spanning thousands of returns and tax bills each year. The scale and complexity of its portfolio required a compliance solution that could adapt to internal change while maintaining accuracy, continuity, and control. DMA currently supports the organization with return filing, tax bill processing, and ongoing compliance management.
Challenge
Significant staff turnover and the retirement of key personnel created strain within the client’s property tax function. With fewer internal resources available, the organization sought a solution that would preserve institutional knowledge and maintain compliance continuity without the need to immediately hire, onboard, and train replacement staff.
Solution
DMA delivered a co‑sourcing model that functioned as an extension of the client’s internal tax department. By integrating key client systems and workflows, DMA assumed responsibility for core compliance activities while working collaboratively with existing internal staff. This approach allowed the client to maintain oversight while redistributing internal effort toward higher‑value initiatives.
Result
By partnering with DMA, the client stabilized its property tax operations during a period of internal transition without sacrificing accuracy or control. The co‑sourcing model reduced pressure on internal staff, minimized disruption caused by turnover, and ensured critical deadlines were met consistently. With DMA handling core compliance responsibilities, the client was able to maintain continuity, reduce operational risk, and refocus internal resources on higher‑value, strategic initiatives.
Why DMA
The client chose DMA for its ability to provide experienced, onshore property tax professionals who could function as a true extension of the internal tax department. DMA’s team brought immediate expertise, institutional knowledge, and familiarity with complex filing and payment requirements, eliminating the learning curve often associated with staff changes. Operating in the same time zones and collaborating directly within client systems, DMA delivered clarity, responsiveness, and accountability. This approach gave the client confidence that its property tax obligations were being managed accurately and efficiently, even as internal roles and responsibilities evolved.
Explore DMA’s property tax co-sourcing services
Filing property tax returns can be a significant burden for your tax team. DMA’s tax professionals form a strong alliance with you and your team to work as an extension of your tax department.