Indirect Tax Manager

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 Twitter.

The Opportunity

The Indirect Tax Manager is a member of the corporate tax team and contributes to Planview's success through effective management of the indirect tax function. As the Indirect Tax Manager, you're responsible for overseeing indirect tax compliance including but not limited to reviewing and updating jurisdictional compliance, managing audits, initiating Voluntary Disclosure Agreements as well as systems improvements and integration. This position works closely with Billing and Business Applications and is the go-to person for indirect tax questions.

What You'll Do

• Oversee indirect tax processes and compliance for US, Canada and Australia including but not limited to sales, use, CAT, GST/HST/QST/PST and B&O tax
• Research and provide nexus determinations, taxability analyses, and quantification of potential indirect tax exposure
• Update jurisdictional sales tax registrations to add or remove, when necessary
• Review, respond and resolve indirect tax notices from tax authorities
• Review and approve monthly/quarterly/annual tax returns and corresponding GL reconciliations
• Coordinate and manage indirect tax audits and Voluntary Disclosure Agreements
• Develop, improve and streamline processes and procedures for indirect tax compliance
• Monitor indirect tax legislative changes and partner with internal teams, primarily Business Applications and Billing, to ensure compliance
• Review and respond to customer inquiries regarding invoices, exemption certificates and IRS tax forms
• Monitor and maintain ERP tax tables for new and changed tax rates
• Collaborate on acquisition integration ensuring acquired tax accounts are transitioned and closed out

What You'll Bring

Education & Experience:

• Bachelor's or Masters in Accounting or Taxation
• Minimum 5 years of multi-state, multi-jurisdiction sales and use tax experience with at least 1 year of management
• CPA preferred
• Located in Austin, Texas, with the ability to work in-office on a hybrid basis

Knowledge, Skills, & Abilities:

• Strong analytical, creativity, problem solving, time-management, and planning skills.
• Strong Microsoft Excel expertise and solid Microsoft Word, Outlook, and PowerPoint skills.
• Intermediate technical and/or system knowledge of ERP systems such as NetSuite or similar accounting software.
• Must have the ability to communicate effectively, verbally and in writing, with internal staff and management.
• Must be able to demonstrate practical problem solving and trouble shooting skills.
• Understand product taxability, tax resale/exemption certificate and license rules by jurisdiction and provide tax advice, guidance and training to internal teams including teams outside of taxation
• Experience coordinating a multi-jurisdictional indirect tax compliance function with a focus on process improvement
• Detail oriented, with excellent organization and communication skills
• Ability to adapt to changing business needs and manage multiple priorities
• Ability to work independently
• Flexibility to work with team members in different time zones, specifically India

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 recruitment@planview.com.