Indirect Tax Analyst

Unique Attributes/Selling Points of the Company/Opportunity:

• Rapidly growing 2 Billion dollar company with a run rate to 5 Billion in 5 years
• Incredible opportunity to career growth with a PE backed company and strong investors
• Strong benefits, 401k match 5 yr vesting, medical, dental etc
• Strong executive leadership team

Compensation/Bonus Potential:

Industry: HVAC/Plumbing

Location: Irving/Las Colinas

Work Situation: 

Company Description:  www.apexservicepartners.com
Tampa-based Apex Services Partners is an HVAC, plumbing, and electrical services group that partners with world-class service providers to build an industry-leading national platform. Apex has built a strong network of industry leaders who share resources, best practices, and expertise to deliver unparalleled service to customers and opportunities for employees.

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  

For Internal Use Only:
Personality:
Why Open/Urgency: newly created
Other Agencies:
Fee Percentage: 25
Source of Order: continue business from prior contact