Job Description

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.
Responsibilities:
Oversee end-to-end indirect tax compliance for the U.S., Canada, and Australia, including sales, use, CAT, GST/HST/QST/PST/PPLT, and B&O taxes. Lead and manage the Sr. Transactional Tax Specialist I, including assigning responsibilities, reviewing deliverables, and supporting professional development. Research and provide nexus determinations, taxability analyses, and quantify potential indirect tax exposures. Maintain, update, and manage jurisdictional tax registrations as needed. Review, respond to, and resolve indirect tax notices from tax authorities. Review and approve monthly, quarterly, and annual tax returns, ensuring accurate GL reconciliations. Coordinate and lead indirect tax audits and Voluntary Disclosure Agreements (VDAs). Develop and implement process improvements to enhance compliance efficiency and accuracy. Monitor indirect tax legislative and regulatory changes, ensuring timely updates to internal systems and procedures. Collaborate with Business Applications, Billing, and Accounting teams to ensure proper configuration of ERP tax settings and Avalara integrations. Review and resolve customer tax inquiries, including those related to invoices, exemption certificates, and tax forms. Maintain and monitor ERP tax tables to reflect accurate and current tax rates. Support acquisition integrations, ensuring indirect tax accounts are properly transitioned and closed.

Qualifications:

Required:

Bachelor's or Master's degree in Accounting or Taxation. Minimum of 5 years of experience managing multi-jurisdictional indirect tax compliance (U.S., Canada, and Australia), with at least 1 year in a managerial or lead capacity. Strong knowledge of product taxability, exemption/resale certificates, and tax licensing rules by jurisdiction. Hands-on experience with ERP and tax automation systems (NetSuite and Avalara preferred). Proven ability to manage audits, registrations, and tax filings across multiple regions. Strong analytical, problem-solving, and organizational skills. Excellent written and verbal communication skills. Ability to work independently and adapt to changing priorities. Flexibility to collaborate across time zones, particularly with U.S.-based teams.

Preferred:

CPA or equivalent professional certification. Experience in SaaS or digital product taxability. Proven success in implementing tax automation tools and driving process improvements. * Advanced proficiency in Excel or similar analytical/reporting tools.