Director, Tax

Dialpad•San Ramon, CA

23h

About The Position

Dialpad is a leading AI-driven SaaS company that helps over 70,000 global companies build stronger customer connections using real-time, AI-driven insights. The company is at the forefront of the shift to Agentic AI, developing intelligent agents that automate workflows and resolve customer issues. Dialpad emphasizes the use of AI tools to empower employees, enabling them to work faster, think bigger, and achieve more. The company culture values scrappiness, curiosity, optimism, persistence, and empathy, seeking individuals who operate at the highest level to achieve significant ambitions.

Requirements

Bachelor's Degree in Accounting or Taxation required.
CPA and public accounting experience required.
Approximately 12 years in leadership and relevant tax experience in multinational public technology, SaaS, and/or telecommunications companies.
Strong knowledge of U.S. GAAP, federal, state, local, and international corporate income tax, as well as indirect taxes, including sales and use, property, and telecommunications tax.
Excellent communication skills, both written and verbal, to convey complex tax matters with simplicity and clarity to non-experts across the company.
Demonstrated ability to interact with and influence management and contributors at all levels of the organization and across functions.
Ability to meet compliance deadlines, work independently, prioritize competing workloads, and manage the deliverables from business partners and team members.
Strong attention to detail with excellent organizational and analytical skills.

Nice To Haves

Experience with NetSuite, Suretax (or equivalent) preferred.

Responsibilities

Oversee the completion of federal, international, and state income tax returns, including all related analysis and support.
Timely review and coordination of payment of direct and indirect taxes, including sales and use taxes and telecommunication taxes.
Establish strategies to minimize tax expenses and exposures with regard to taxes paid for federal, state, and foreign income taxes, property taxes, etc.
Lead and oversee the preparation of all jurisdictional income tax provisions, including ensuring accurate and timely ASC 740 tax accounting and financial reporting disclosures.
Lead federal, state, local, and international tax audits and examinations.
Provide forecasts and guidance regarding future effective tax rates and cash taxes.
Monitor legislative changes in tax laws that may impact tax positions, including tax accounting implications.
Research complex tax issues and summarize results to communicate to management.
Perform tax due diligence, provide structural advice on transactions, and offer ad hoc advice on all tax matters.
Ensure compliance with global transfer pricing documentation requirements.
Develop policies and positions to drive and defend tax-efficient outcomes globally, including discussions with taxing authorities.
Manage, collaborate with, and review the work performed by outside tax professionals.
Liaise with external auditors on all audit matters related to tax.
Establish and maintain formal tax policies, practices, and procedures to support U.S. GAAP compliance, SOX readiness, and a strong internal control environment.
Support company-wide strategic initiatives, including system implementations and business process transformations (such as billing platform migrations), and provide tax guidance to support go-to-market strategies, product launches, and other cross-functional growth initiatives.
Champion internal AI adoption within the tax function to improve efficiency, strengthen controls, and accelerate the accuracy and timeliness of tax compliance, provision, audit support, and reporting processes.
Own telecom tax strategy and compliance, including product taxability, jurisdictional registration and filing requirements, indirect tax determination on customer billing, exemption management, audit support, and close partnership with Billing, Product, Legal, and Systems teams.
Oversee and/or complete special projects as required.
Develop a culture of mentorship, continuous improvement, training, and success within the accounting organization.