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