Planview

Sr. Global Tax & Treasury Director

Planview$150K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Tax with 12+ years of experience (CPA preferred)
  • 5+ years of direct leadership experience managing a global team
  • Proficiency with ASC 740, U.S. GAAP, and international tax principles
  • Proven experience managing third-party tax providers and leading global tax operations
  • Experience in fostering relationships and influencing executive C-suite outcomes
  • Exceptional leadership, analytical, and communication skills.

Responsibilities

  • Align with external tax providers on quarterly and year-end tax provisions per US GAAP
  • Manage global corporate income tax compliance and indirect tax compliance
  • Oversee tax audits and respond to inquiries
  • Support and develop global tax strategies with legal coordination
  • Monitor transactions to identify tax risk and opportunity
  • Report on tax status and initiatives to C-suite leadership
  • Coordinate with global banking partners on account management and efficiency

Benefits

  • 4 company-wide paid days off per year to recharge
  • Generous PTO offerings based on region
  • Region-specific competitive benefit plans for various life stages
  • Paid time to volunteer during Force for Good Week
  • Employee Referral bonus program
  • Weekly office lunches for hybrid teams and social events
  • Flexible work hours and environment
Full Job Description
The Opportunity

We're looking for a Senior Director, Global Tax & Treasury to join our Corporate Accounting team in Austin. In this role, you will be responsible for the global Tax and Treasury functions and associated compliance requirements. Tax 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. Treasury responsibilities will include overall management of cash, investments, debt, hedging and foreign exchange. Reporting to the Chief Accounting Officer, this individual should be US tax technical and have a basic knowledge of international tax laws and how non-US tax systems operate.

What You'll Do

  • Aligning with external tax providers to complete quarterly and year-end income tax provisions in accordance with US GAAP
  • Managing global corporate income tax compliance, indirect tax compliance, and global transfer pricing strategy to comply with US and international tax laws
  • Managing tax audits and tax notices and inquiries
  • In conjunction with Planview Legal, support and develop global tax strategies; implement appropriate corporate tax planning and inter-company arrangements; and assist with M&A
  • 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
  • Coordination with our global banking partners on account management, maximizing yield and opportunities to improve efficiency
  • Driving an efficient global intercompany and cash management strategy
  • Partner with FP&A for modeling and forecasting of tax and treasury 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, U.S. GAAP, and international tax principles
  • 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.

About Planview

Planview is a global enterprise software company headquartered in Austin, Texas. The company provides a comprehensive portfolio of solutions designed to help organizations optimize their resources and achieve their strategic objectives. Planview's solutions include project and portfolio management, enterprise architecture, and collaborative work management. The company serves a wide range of industries, including healthcare, financial services, manufacturing, and government. Planview has over 700 employees and serves more than 5,000 customers worldwide.
Learn more about Planview
Size
700 employees
Industry

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