Tax Manager

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, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.

The Evergreen holding company team is comprised of 40+ 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.


About the Role

Evergreen Services Group (ESG) is a PE-backed platform of managed service providers (MSPs) with approximately 160 operating companies across the U.S., Canada, the UK, Ireland, Australia, and New Zealand, backed by Alpine Investors.

The Tax Manager reports to the Director of Accounting. This individual will own tax compliance and strategy across a complex, multi-entity structure spanning six countries, while serving as the primary coordinator between HoldCo, vertical finance teams (Groves), and external advisors. The role requires someone who can flex between the executive presence, holding their own in conversations with Big Four partners and the willingness to roll up their sleeves on the day-to-day minutiae of running a tax function.

Key Responsibilities
Tax Compliance & Operations

• Own end-to-end tax compliance across federal, state, and local jurisdictions in the United States and Canada, and income/corporate tax compliance in the United Kingdom, Ireland, Australia, and New Zealand.
• Manage external tax advisors across all jurisdictions and serve as the primary point of contact with tax authorities - including direct correspondence and calls with taxing authorities to resolve notices, audits, and open items.
• Coordinate tax compliance calendars across Grove and OpCo-level finance teams, ensuring deadlines are met and information flows efficiently to external preparers across all geographies.
• Oversee sales, use, VAT, and GST/HST compliance, working with third-party software and jurisdiction-specific advisors across a multi-country footprint.

Tax Provision & Financial Reporting

• Prepare and review the annual consolidated income tax provision under ASC 740, including current and deferred tax calculations, uncertain tax positions, and related footnote disclosures.
• Partner with the Controllership and external auditors through the annual audit cycle, supporting all tax-related audit requests and documentation.
• Ensure tax accounting positions are consistently applied and well-documented across the consolidated entity.

Tax Planning & Strategy

• Develop and recommend tax strategies to optimize the company's overall tax position, with particular attention to the partnership / flow-through structure across holding entity framework.
• Support M&A activity including pre-close tax diligence coordination, deal structure analysis (asset vs. stock), and post-close integration of acquired entities into the tax compliance workflow.
• Manage international tax matters including transfer pricing, tax treaties, permanent establishment considerations, and cross-border intercompany transactions between U.S., Canadian, UK, Irish, Australian, and New Zealand entities.

Coordination & Cross-Functional Partnership

• Act as the tax function's primary coordinator with Grove-level finance teams, creating clarity on which tax and compliance activities should be executed at HoldCo versus at the Grove level.
• Build and maintain strong relationships with internal stakeholders across Finance, Legal, FP&A, and the Deal team, as well as external advisors and service providers across all jurisdictions.
• Build Grove finance team capability, create playbooks, train on tax processes. Empower
• Support Accounting and the CFO with ad hoc analysis, board-level materials, and tax-related disclosures.
• Identify and implement process improvements to scale the tax function in a consistent, audit-ready manner across a high-velocity acquisition environment.

Qualifications
Required

• 4-8 years of progressive tax experience, with a combination of public accounting and corporate / industry experience strongly preferred.
• Genuine executive presence but no ego about doing transactional, hands-on work personally. Willingness to do the work: drafting letters to taxing authorities, digging into notices, and owning tasks end-to-end. Ability to create leverage by empowering others when necessary.
• Excellent at leading through influence - setting direction, driving deadlines, and holding advisors and Grove finance teams accountable for quality and timeliness without a direct reporting line.
• Federal partnership / flow-through taxation experience is required - this individual must understand operating partnership concepts, K-1s, and multi-tiered pass-through structures.
• Comfort operating in ambiguity and building structure where none exists.
• Corporate tax and ASC 740 provision experience required.
• CPA or equivalent certification required (inactive acceptable).

Preferred

• Experience in a PE-backed or high-acquisition-volume environment is strongly preferred.
• International tax exposure across multiple countries, particularly UK, Ireland, Australia, or New Zealand (VAT/GST, tax treaties, transfer pricing, permanent establishment).
• Experience working alongside or within a Big Four audit environment a plus.
• Familiarity with capitalization table mechanics and equity-related tax considerations.

• 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 $135k - $165k base + up to 20% bonus
• Equity participation in ESG available for the right candidate
• 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 People-first 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 a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

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.