Indirect Tax Manager

Apex Service Partners; Irving (TX); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k matching

Competitive PTO

Job summary

Apex Service Partners, LLC is seeking an Indirect Tax Manager to lead the creation of a centralized indirect tax function, oversee software selection for sales and use tax, and manage compliance across multiple states. You will coordinate with regional teams to ensure accurate data, drive process improvements, and support audits.

Location flexibility includes Dallas, TX or Tampa, FL with competitive compensation and benefits.

Qualifications

• 7+ years indirect tax experience
• Manager-level experience
• Bachelor’s degree in accounting or finance required; CPA/JD/CMI or equivalent preferred
• Multi-state experience including audits
• Experience leading centralized tax teams
• Experience coordinating with dispersed accounting teams
• Strong GAAP accounting and internal controls knowledge
• Experience with Sage Intacct and tax software implementations a plus
• Strong communication of financial information to non-financial stakeholders
• Interest in joining a well-capitalized entrepreneurial team

Responsibilities

• Develop and centralize the dispersed indirect tax function and implement policies and processes
• Lead selection and implementation of sales and use tax software and service provider
• Manage the indirect tax compliance calendar and timely filing/payments
• Coordinate with regional accounting and business teams for accurate compliance data
• Oversee returns filings and GL reconciliation with due-date tracking
• Assess indirect tax risks and identify savings opportunities
• Manage vendor invoices for annual returns and renewals
• Resolve issues from indirect tax notices and audits
• Lead state and local indirect tax audits and disclosures
• Maintain nexus registrations for all entities and jurisdictions
• Maintain audit-ready indirect tax files and supporting documents
• Design and maintain internal controls to manage financial risk
• Coordinate with auditors for engagements and schedules
• Perform due diligence for new locations or acquisitions
• Assist in estimating annual cash taxes and provide documentation
• Contribute to team culture and drive results

Skills

Indirect tax leadership

GAAP knowledge

Audits coordination

Multi-state tax

Team leadership

Communication

Education

Bachelor’s degree in accounting or finance

CPA/CA/CMI/JD or equivalent

Tools

Sage Intacct

Tax software implementations

Job description

Apex Service Partners LLC - Overview

Apex Service Partners is a national leader in residential HVAC, plumbing, and electrical services, with 14,000 teammates across more than 225 locations in 46 states and over $3.5 billion in annual revenue. With backing from Alpine Investors and a strategic minority investment commitment from Apollo-managed funds, we combine substantial financial resources, national expertise, and growth opportunities with the local leadership and trusted brands that make our businesses successful. Our mission is to elevate the trades by investing in people and serving the operators who lead them. Whether leading a local business or supporting our partners on the national team, we share one purpose: give our teams the tools, talent, and support to build exceptional businesses, create meaningful careers, and deliver outstanding service to their communities.

Job Description – Indirect Tax Manager

Mission of the Role

The Indirect Tax Manager will lead the development of a centralized 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 and their reconciliation to the general ledger, tracking associated due dates and payments
• Understandindirect 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
• Manage state and local indirect tax audits and voluntary disclosures
• Monitor nexus and maintain registrations for all entities and jurisdictions
• 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 and perform due diligence 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; IPT CMI, 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

Posted Max Pay Rate

USD $160,000.00/Yr.

Posted Min Pay Rate

USD $140,000.00/Yr.