Sr. Global Tax & Treasury Director

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.

• 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

• 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.

• 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.

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, 2

SLGBTQIA+ 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