What are the responsibilities and job description for the Indirect Tax Manager position at Planview?
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.
- 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
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 occasionally on Thursdays
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
