Team Lead, Transactional Tax

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 , and connect with us on LinkedIn, Instagram, and X.

The Opportunity
Planview is seeking a
Team Lead
to join our Corporate Tax team. In this role, you will oversee all aspects of indirect tax compliance across multiple jurisdictions, including the U.S., Canada, and Australia. You will play a critical role in ensuring accurate tax filings, maintaining system integrity, managing audits, and driving process improvements.

The ideal candidate is a hands-on tax professional with strong technical knowledge, excellent communication skills, and a passion for improving compliance efficiency through technology and collaboration.

What You'll Do

• 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.

What You'll Bring
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.

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

Diversity, Equity and Inclusion at Planview
As part of our efforts to build a workforce with diverse talent, 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