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Tax Manager

San Francisco, CA or Chicago, IL or Columbus, OH or Remote

Evergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software and Government Services. We are driven by a people first mission to marry capital allocation with inspired operations, thus creating North America’s best home for businesses.

The Evergreen holding company team is comprised of 35+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. 

Overview

We are seeking a highly skilled and experienced Tax Manager specializing in Tax and Compliance. The ideal candidate will have a strong background in managing tax compliance and accounting functions in a fast-paced, highly acquisitive environment. This role will also involve capitalization table management and ensuring compliance with tax regulations across multiple jurisdictions.

Key Responsibilities:

  • Tax Compliance: Ensure compliance with tax laws and regulations in the United States, Canada, the UK, Australia, and other relevant jurisdictions.
  • Tax Planning and Strategy: Develop and implement effective tax strategies to optimize tax positions and minimize tax liabilities.
  • Financial Reporting: Prepare and review tax provisions and disclosures for financial statements in accordance with applicable accounting standards.
  • Audit Support: Manage tax audits and correspondence with tax authorities, providing necessary documentation and responses.
  • Cap Table Management: Oversee and manage the company’s cap table, ensuring accuracy and compliance with equity distribution.
  • International Taxation: Handle international tax issues, including transfer pricing, tax treaties, and cross-border transactions.
  • Compliance: Ensure compliance with all relevant financial and tax regulations, staying updated on changes in tax laws and accounting standards.
  • Process Improvement: Identify and implement process improvements to enhance efficiency and accuracy in tax and compliance activities.
  • Collaboration: Work closely with internal and external stakeholders, including finance, legal, and external auditors.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field. CPA or equivalent certification preferred.
  • 4-6 years of experience in tax accounting
    • Federal partnership
    • Corporate tax
    • Provisions
  • Strong knowledge of U.S. and international tax regulations and compliance requirements.
  • Experience with cap table management and equity distribution.
  • Excellent analytical, problem-solving, and organizational skills.
  • Strong attention to detail and ability to manage multiple tasks and deadlines.
  • Effective communication and interpersonal skills, with the ability to collaborate with cross-functional teams.
  • Federal partnership and some corporate tax experience including provisions
  • Some International tax experience
  • Experience in a private equity-backed environment is a plus.

Other Information

  • This role is primarily remote (preference for those around Chicago, IL or Columbus, OH or San Francisco, CA). Quarterly travel to our HQ in San Francisco is required. 
  • The salary range for this role is $145k base + up to 20% bonus
  • Competitive benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more (for full time employees).

 

 

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!
 
DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN
 
At Evergreen, we acknowledge that an emphasis on diversity, equity and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted and empowered to excel in their role. These beliefs run true to our PeopleFirst philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.
 

Compensation

A competitive compensation package will be offered alongside our benefits package.

Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.

 

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