Senior Director of Tax

Workiva Inc.; Iowa; Hybrid; USD 185,000 - 315,000; Full time

Benefits offered by this job

Discretionary bonus

RSUs

401(k) match

Benefits package

Job summary

Workiva Inc. is seeking a Sr. Director of Tax to shape and execute our global tax strategy.

You will lead the tax function, drive compliance, risk management, and strategic planning across all operations, partnering with executives to support long‑term business goals. The role requires 15+ years of progressive tax experience, CPA or JD, and deep ASC 740 expertise, with leadership over a four-person team. Expect a hybrid work model, travel up to 10%, and involvement in high‑impact tax disclosures

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA license or Juris Doctor degree required.
• 15+ years of progressive tax experience, incl. in-house and public accounting.
• Deep ASC 740 knowledge and SEC tax reporting experience.
• Proven ability to lead and coach a tax team in a fast-paced environment.

Responsibilities

• Develop and execute global corporate income and indirect tax strategies.
• Own quarterly and annual ASC 740 tax provision and related analyses.
• Manage all tax disclosures (10-K, 10-Q, proxy) and MD&A discussions.
• Oversee U.S. federal, state/local, and international tax compliance.
• Lead transfer pricing policy and intercompany tax planning.
• Partner with Controllership, Legal, IR, and external auditors on SOX controls.
• Provide tax diligence and structuring support for M&A and financing.
• Lead and develop a team of four tax professionals.

Skills

Tax strategy

ASC 740

Leadership

Communication

Cross-functional teamwork

Education

Bachelor's degree in Accounting/Finance

CPA license or JD

Job description

Summary Workiva is looking for a Sr. Director of Tax to shape and execute our global tax strategy. In this leadership role, you will lead our tax function while driving compliance, risk management, and strategic planning across all global operations. You will partner closely with executive leaders to support long‑term business goals and ensure seamless financial execution. If you are a visionary tax leader ready to drive impact in a fast‑paced technology environment, we want to hear from you.

What You'll Do

• Develop and execute the company's long‑term global corporate income tax and indirect tax strategies, aligned with business growth, to manage the effective tax rate, cash taxes, and tax risk.


• Own the quarterly and annual global tax provision under ASC 740, including current and deferred taxes, valuation allowances, uncertain tax positions, and effective tax rate analysis.


• Be responsible for all tax‑related SEC disclosures (10-K, 10-Q, proxy), including the income tax footnote, rate reconciliation, and MD&A discussion.


• Evaluate and apply new accounting and tax guidance, and document technical positions in memos.


• Partner with Controllership, Legal, Investor Relations, and external auditors on disclosures, audits, and SOX controls over income taxes.


• Oversee U.S. federal, state and local, and non‑U.S. income tax compliance, and ensure timely, accurate filings globally.


• Own U.S. international tax positions and planning, including GILTI (NCTI), Subpart F, FDII (FDDEI), BEAT and foreign tax credits.


• Monitor Pillar Two and global minimum tax developments and readiness.


• Own transfer‑pricing policy and manage tax exposure across intercompany arrangements; partner with Controller on intercompany accounting, documentation and elimination.


• Direct withholding, treaty and permanent establishment analysis on cross‑border flows.


• Identify and execute tax planning opportunities, including credits, incentives, and entity structuring.


• Evaluate complex tax legislation changes to mitigate risks and capitalize on opportunities.


• Provide tax diligence, structuring, and integration support for M&A and financing transactions.


• Lead, coach, and develop a team of four tax professionals, reviewing their provision, compliance, and technical work for accuracy and quality.


• Advise executive leadership on tax risk and the tax implications of business initiatives.

What You'll Need

• Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field.


• Certified Public Accountant (CPA) license or Juris Doctor (JD) degree.


• 15+ years of progressive tax experience, including public accounting and in‑house roles at a U.S. public multinational with at least five years of direct people management experience.


• Deep expertise in ASC 740 and SEC tax reporting, including drafting disclosures and working with external auditors.


• Proven ability to develop long‑term tax strategy and to review and coach staff, ideally as a player‑coach who stays close to technical work.


• Ability to multi‑task, establish priorities, and work well with cross‑functional teams under pressure.


• Excellent communication skills, with the ability to explain complex tax topics to non‑tax executives.


• Proven track record in a dynamic environment, comfortable leading through change.

Preferred Qualifications

• Experience leading tax teams within a public SaaS or high‑growth technology company.


• Proven track record of managing complex international tax structures and M&A transactions.


• Workiva platform experience.


• Master's degree in Taxation (MST).

Travel Requirement & Working Conditions

Up to 10% travel required for strategic team meetings and corporate events. Remote workspace setup.

How You'll Be Rewarded

• Salary range in the US: $185,000.00 - $315,000.00


• A discretionary bonus typically paid annually


• Restricted Stock Units granted at time of hire


• 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world's most complex organizations. Our AI‑powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world. At Workiva, you'll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you're energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we'd love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [e-mail]. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.