Director, Global Tax

Company Overview

Planview has one mission: to build the future of connected work, from ideas to impact.

As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry's most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We're proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.

#LI-CG1 #LI-Hybrid


The Opportunity

We're looking for a Director, Global Tax to join our Corporate Accounting team (onsite in Austin one day per week preferred, open to fully remote candidates.) In this role, you will be responsible for the Global Tax function and associated compliance requirements. Responsibilities will include direct coordination of all external tax providers who prepare our direct and indirect tax filings and transfer pricing reports, as well as oversight of all global tax planning and advisory projects. Reporting to the Chief Accounting Officer, this individual must be US tax technical and have a level of knowledge on international tax laws and non-US tax operations in order to effectively partner with external tax providers and our international accounting teams to manage global tax risks across 20+ jurisdictions.


What You'll Do

• This role leverages KPMG for tax managed services, which largely entails assisting KPMG with elements of data collection, Planview-KPMG coordination, execution/review of the tax provision, tax compliance and tax planning

• Aligning with KPMG to complete quarterly and year-end income tax provisions in accordance with US GAAP, and management of requests and inquiries from external auditors

• Managing global corporate income tax compliance, indirect tax compliance, and global transfer pricing strategy to comply with US and international tax laws, which involves collaboration with global external tax providers and internal teams across multiple geographies

• Managing tax audits and tax notices and inquiries, which includes a significant volume of ongoing controversy and notice volume in multiple jurisdictions

• In conjunction with Planview Legal, support and develop global tax strategies; implement appropriate corporate tax planning and inter-company arrangements; lead M&A related workstreams for tax including post-close integration; and lead entity management and related compliance filings

• Driving the usage of AI and automation across the tax function, and ownership of key tax systems including Avalara and AvaTax, as well as integration with other related systems including NetSuite

• Understanding the Company's products and monitoring transactions to identify potential areas of tax risk or tax opportunity

• Reporting on tax status and tax initiatives to executive C-suite leadership

• Partner with FP&A for modeling and forecasting of tax related activities

What You'll Bring

• Bachelor's degree in Accounting or Tax with 12+ years' experience (CPA preferred)

• 5+ years of direct leadership experience including managing / developing a global team.

• Proficiency with ASC 740, US GAAP, OECD Transfer Pricing Guidelines, and international tax principles.

• Demonstrated ability to manage direct and indirect taxes for US, Canada and Australia, and collaborate with internal and external teams who manage tax filings in other jurisdictions

• Proven experience and success managing third-party tax providers and leading global tax operations.

• Proven experience and success building trusted relationships, communicating, and influencing outcomes through executive C-Suite leadership levels.

• Exceptional leadership, analytical, and communication skills.

Whether you have some, or all of these, we want to hear from you if you believe your background and experience might be a fit!


Benefits at Planview

At Planview, you'll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:

• Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
• Generous PTO offerings (region dependent).
• Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
• Paid time to volunteer through Planview's Force for Good Week.
• Employee Referral bonus program.
• Weekly office lunches for hybrid team members and social events.
• Flexible work hours/environment.

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!


Equal Employment Opportunity at Planview

Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.


Reasonable accommodations for the interview process can be requested by emailing View email address on click.appcast.io.