Indirect Tax Manager

Overview :

Apex Service Partners LLC - Overview

Apex Service Partners is the largest residential services company in the United States, providing HVAC, plumbing and electrical services.

The company partners with world-class service providers in each of its markets and has assembled the industry-leading national platform, serving customers in 42 states.

Apex focuses on leveraging the power of people to build a strong network of industry leaders who can share resources, best practices and expertise in order to deliver unparalleled service to customers and opportunities for employees.

Apex is backed by Alpine Investors, a people-driven private equity firm committed to building enduring companies by working with, learning from, and developing exceptional people.

Alpine specializes in investments in the software and services industries. Alpine’s People First strategy includes a talent program that allows Alpine to bring leadership to situations where additional or new management is needed post-transaction.

Alpine has $16 billion in assets under management and has three offices in San Francisco, New York, and Salt Lake City.

Job Description Indirect Tax Manager

Mission of the Role :

The Indirect Tax Manager will lead the development of a centralization indirect tax function; the selection and implementation of sales and use tax software and the selection of the associated service provider;

and ensure indirect tax collection, payment and filing obligations are met. The areas of indirect tax accounting and tax compliance for Apex Service Partners and its entities include sales and use tax, real estate, personal property, unclaimed property and other tax matters.

This leader will help drive the ethos for how the indirect tax accounting and compliance organization runs.

Responsibilities :

Develop and lead the centralization of a dispersed indirect tax function and propose, establish and implement policies and processes while ensuring the Company meets its tax collection, payment and filing obligations

Provide leadership on the selection and implementation of sales and use tax software and the selection of the associated service provider for sales and use tax compliance

Develop and manage the organization’s compliance calendar for indirect taxes, ensuring accurate and timely filing and payment of all applicable taxes

Work closely with regional accounting and business departments to ensure information for tax compliance is obtained accurately and efficiently, enhancing current processes for future state processes

Oversee the analysis, review and filing of required returns, tracking associated due dates and payments

Understand indirect tax risks and exposures utilizing knowledge of tax laws, court decisions, and administrative pronouncements to ensure compliance;

ability to identify tax-savings opportunities; and make recommendations for appropriate accruals as necessary

Manage invoices and bills associated with annual returns and renewals, ensuring prompt receipt and payment

Research, track and resolve any issues or discrepancies arising from indirect tax notices, providing resolution and / or guidance as necessary

Maintain complete and audit-ready indirect tax files, ensuring all supporting documents are accurate

Design, document, implement and maintain internal controls to effectively manage financial risk

Coordinate with internal and external auditors to ensure successful engagement; provide all requested schedules, information and support as needed

Research indirect tax requirements for new locations or acquisitions, coordinating with relevant departments to ensure compliance

Participate in estimating and monitoring annual cash taxes, providing essential documentation and analysis

Contribute to team culture and effort by accomplishing related results as needed

Qualifications & Experience :

7+ years of prior indirect tax experience

Strong experience in a similar role, currently operating at a manager level

Bachelor’s degree in accounting or finance required; JD, CPA or equivalent designation preferred

Multi-state experience required, including experience managing internal and external audits

Experience leading, organizing and developing a centralized team

Experience coordinating efforts with a disparate internal accounting team

Strong accounting experience and demonstrated ability to lead / drive processes to ensure they meet compliance requirements, internal controls are effective, are highly automated, efficient, in accordance with GAAP and audit ready

Experience with Sage Intacct and tax software implementations a plus

Strong ability to communicate accounting and financial information into common language

Interest in joining a well-capitalized entrepreneurial team

Positive attitude, team player

Highly motivated, comfortable working independently

High energy, ownership of work product and dedication to driving results

Personal Characteristics :

Analytical finds meaning and action in numbers and is data-driven, curious around the right questions, quickly understanding how the organization creates value.

Able to identify insights that lead the organization to better understand opportunities and risks.

Excellent communicator written and oral, including confidence and presence to engage effectively with senior executives. Must be able to influence at all levels as well as possess the ability to explain financial jargon to a non-financial person.

Resourceful figures out how to achieve results creatively with finite resources while thinking strategically

Thrives in a nimble, lean, fast-paced entrepreneurial environment

Works collaboratively and energetically and can lead people through process or change

Impeccable integrity and ethical standards

Self-aware, accepting, honest, open, and respectful of others

Ability to create and execute on processes for professionalizing family-owned businesses using best practices

An undying commitment to personal growth and development

Other :

Location : Dallas, TX or Tampa, FL

Compensation : Competitive

Other Benefits : medical, dental and vision coverage, competitive PTO, sick days, and holidays, 401k matching