A large, publicly traded U.S. downstream energy company with nationwide operations engaged in refining crude oil into transportation fuels and petroleum products, managing extensive logistics and distribution networks, and supporting wholesale fuel supply and related midstream activities. Operating at significant scale, the organization maintains a broad operational footprint across refining, transportation, storage, and fuel marketing activities.
Challenge
As the company’s operational footprint and transaction volume continued to grow, the internal tax department faced increasing pressure to manage complex, multi-jurisdictional sales and use tax compliance obligations each month.
The compliance process required substantial internal time and resources, limiting the department’s ability to focus on higher-value strategic priorities such as monthly tax reviews, process improvements, audit defense, and broader tax risk management initiatives. The client recognized the need for a trusted compliance partner that could not only assume the day-to-day compliance workload but also integrate seamlessly with the existing tax function and operational environment.
Solution
DMA was already serving as a trusted transaction tax advisor to the organization and leveraged its existing relationship and deep understanding of the client’s operations to demonstrate the value of outsourcing sales and use tax compliance.
DMA worked closely with the client to outline a scalable compliance model designed to reduce administrative burden while maintaining accuracy, consistency, and visibility across the compliance process. Through a flexible and collaborative approach, DMA presented a competitive service structure aligned to the client’s operational needs and compliance goals.
Following a detailed due diligence review of DMA’s sales and use tax compliance capabilities, the client selected DMA as its outsourced compliance provider and successfully transitioned the monthly compliance process to DMA’s team.
Result
By outsourcing sales and use tax compliance to DMA, the client was able to significantly reduce the monthly operational burden placed on its internal tax department.
With the day-to-day compliance process managed by DMA, the client’s tax professionals were able to reallocate time and resources to higher-value initiatives that had previously been deprioritized due to capacity constraints, including audit defense support, monthly tax reviews, and strategic tax planning.
The transition also provided the organization with a more sustainable long-term compliance model supported by a dedicated team operating as an extension of the client’s tax department.
Why DMA
DMA was selected as the preferred compliance partner because of its flexible, client-focused approach and its ability to operate as a true extension of the client’s internal tax team.
By combining deep transaction tax expertise with scalable compliance support, DMA helps organizations reduce operational burden, improve consistency, and strengthen overall compliance execution—allowing internal tax departments to focus on strategic priorities instead of administrative workload.
For large organizations managing complex, multi-state tax obligations, DMA delivers the experience, responsiveness, and integrated support needed to sustain compliance while supporting broader business objectives.
