APEX Service Partners
Indirect Tax Manager
APEX Service Partners, Irving, Texas, United States, 75084
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 obligationsProvide 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 complianceDevelop and manage the organization's compliance calendar for indirect taxes, ensuring accurate and timely filing and payment of all applicable taxesWork closely with regional accounting and business departments to ensure information for tax compliance is obtained accurately and efficiently, enhancing current processes for future state processesOversee the analysis, review and filing of required returns, tracking associated due dates and paymentsUnderstand 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 necessaryManage invoices and bills associated with annual returns and renewals, ensuring prompt receipt and paymentResearch, track and resolve any issues or discrepancies arising from indirect tax notices, providing resolution and/or guidance as necessaryMaintain complete and audit-ready indirect tax files, ensuring all supporting documents are accurateDesign, document, implement and maintain internal controls to effectively manage financial riskCoordinate with internal and external auditors to ensure successful engagement; provide all requested schedules, information and support as neededResearch indirect tax requirements for new locations or acquisitions, coordinating with relevant departments to ensure complianceParticipate in estimating and monitoring annual cash taxes, providing essential documentation and analysisContribute to team culture and effort by accomplishing related results as neededQualifications & Experience:
7+ years of prior indirect tax experienceStrong experience in a similar role, currently operating at a manager levelBachelor's degree in accounting or finance required; JD, CPA or equivalent designation preferredMulti-state experience required, including experience managing internal and external auditsExperience leading, organizing and developing a centralized teamExperience coordinating efforts with a disparate internal accounting teamStrong 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 readyExperience with Sage Intacct and tax software implementations a plusStrong ability to communicate accounting and financial information into common languageInterest in joining a well-capitalized entrepreneurial teamPositive attitude, team playerHighly motivated, comfortable working independentlyHigh energy, ownership of work product and dedication to driving resultsPersonal 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 strategicallyThrives in a nimble, lean, fast-paced entrepreneurial environmentWorks collaboratively and energetically and can lead people through process or changeImpeccable integrity and ethical standardsSelf-aware, accepting, honest, open, and respectful of othersAbility to create and execute on processes for professionalizing family-owned businesses using best practicesAn 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
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 obligationsProvide 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 complianceDevelop and manage the organization's compliance calendar for indirect taxes, ensuring accurate and timely filing and payment of all applicable taxesWork closely with regional accounting and business departments to ensure information for tax compliance is obtained accurately and efficiently, enhancing current processes for future state processesOversee the analysis, review and filing of required returns, tracking associated due dates and paymentsUnderstand 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 necessaryManage invoices and bills associated with annual returns and renewals, ensuring prompt receipt and paymentResearch, track and resolve any issues or discrepancies arising from indirect tax notices, providing resolution and/or guidance as necessaryMaintain complete and audit-ready indirect tax files, ensuring all supporting documents are accurateDesign, document, implement and maintain internal controls to effectively manage financial riskCoordinate with internal and external auditors to ensure successful engagement; provide all requested schedules, information and support as neededResearch indirect tax requirements for new locations or acquisitions, coordinating with relevant departments to ensure complianceParticipate in estimating and monitoring annual cash taxes, providing essential documentation and analysisContribute to team culture and effort by accomplishing related results as neededQualifications & Experience:
7+ years of prior indirect tax experienceStrong experience in a similar role, currently operating at a manager levelBachelor's degree in accounting or finance required; JD, CPA or equivalent designation preferredMulti-state experience required, including experience managing internal and external auditsExperience leading, organizing and developing a centralized teamExperience coordinating efforts with a disparate internal accounting teamStrong 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 readyExperience with Sage Intacct and tax software implementations a plusStrong ability to communicate accounting and financial information into common languageInterest in joining a well-capitalized entrepreneurial teamPositive attitude, team playerHighly motivated, comfortable working independentlyHigh energy, ownership of work product and dedication to driving resultsPersonal 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 strategicallyThrives in a nimble, lean, fast-paced entrepreneurial environmentWorks collaboratively and energetically and can lead people through process or changeImpeccable integrity and ethical standardsSelf-aware, accepting, honest, open, and respectful of othersAbility to create and execute on processes for professionalizing family-owned businesses using best practicesAn 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