Director, Tax

About the role

This leadership role within the CFO organization involves owning Dialpad's worldwide tax strategy, planning, reporting, audits, and compliance. As an AI-driven SaaS company, Dialpad seeks a strategic and hands-on leader. This person will collaborate with Finance, Legal, Product, Billing, and Operations to offer practical tax guidance, support global expansion, and build scalable tax processes in a dynamic, high-growth setting.

Key facts

What you'll do

• Oversee the completion of federal, international, and state income tax returns, including all related analysis and support.
• Review and coordinate timely payment of direct and indirect taxes, including sales and use taxes and telecommunication taxes.
• Establish strategies to minimize tax expenses and exposures for federal, state, and foreign income taxes, property taxes, and more.
• Lead and oversee the preparation of all jurisdictional income tax provisions, 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 for management communication.
• 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 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 for 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.

Requirements

• Bachelor's Degree in Accounting or Taxation.
• CPA and public accounting experience.
• 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 deliverables from business partners and team members.
• Strong attention to detail with excellent organizational and analytical skills.

Nice to have

• Experience with NetSuite, Suretax (or equivalent).

Skills & tools

• U.S. GAAP
• Federal, state, local, and international corporate income tax
• Indirect taxes (sales and use, property, telecommunications tax)
• NetSuite (preferred)
• Suretax (preferred)