Indirect Tax Analyst - Apex Service Partners

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 Analyst

Mission of the Role:

The areas of indirect tax accounting and tax compliance for Apex Service Partners and its entities include sales and use tax, payroll tax, personal property, unclaimed property and other tax matters.  The Indirect Tax Analyst will set up new tax accounts and ensuring indirect tax collection, payment and filing obligations are accurately, timely and efficiently met.  This position will also assist in all areas of the indirect tax function as needed including to responding to tax notices received.    

Responsibilities:

• Set up new tax accounts (SUI, SIT, S&U, etc.) for new acquisitions and current entities entering into new jurisdictions, coordinating cross functionally with Employee Services and Partnership Development teams
• Maintain accuracy of indirect tax accounts based on changes to legal entity structures (mergers and name changes) in coordination with the Legal Department
• Monitor the status of payroll tax filings within ADP through the generation and review of monthly reports
• Prepare or review monthly, quarterly and annual tax filings such as sales and use, property and unclaimed property
• Work closely with regional accounting and business departments to ensure information for tax compliance is obtained accurately and efficiently
• Manage invoices and notices 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
• Research indirect tax requirements for new locations or acquisitions, coordinating with relevant business partners to ensure compliance
• Participate in the implementation of sales and use tax software
• Maintain complete and audit-ready indirect tax files, ensuring all supporting documents are accurate
• Assist with ensuring internal controls are effective to manage financial risk
• Coordinate with internal and external auditors to ensure successful engagement; provide all requested schedules, information and support as needed
• Contribute to team culture and effort by accomplishing related results as needed

Qualifications & Experience:

• 2+ years of prior indirect tax or accounting experience
• Bachelor’s degree in accounting or finance required; CPA preferred
• Possess or desire to gain knowledge of indirect tax rules and concepts with the ability to apply it to the various compliance processes
• Excellent research and problem-solving skills, ability to analyze, compare, evaluate and reconcile tax data and learn from it
• Experience coordinating efforts with a disparate internal accounting team
• 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