Tax Technologist
Style Analytics
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Benefits offered by this job
Job summary
Confluence seeks a Tax Technologist to join our global tax team. You will own US sales and use tax and Canadian indirect tax compliance while supporting tax provisions. A strong tech focus will drive automation, data integrity and reporting using Excel, Power Query, Power Pivot and Power BI.
You’ll work in a lean in-house team with scope to automate recurring tax work and improve processes, partnering across Finance and Technology to deliver scalable solutions.
Qualifications
- 3+ years of experience across tax, accounting, finance operations or business-process automation with a tax-first background.
- Strong North American tax compliance knowledge: US sales & use tax and Canadian GST/indirect tax.
- Advanced Excel with Power Query, Power Pivot and complex formulas.
- Experience using Power BI and large data sets for analysis and reporting.
Responsibilities
- Own US sales and use tax and Canadian indirect tax compliance; ensure accuracy.
- Support tax provision preparation and North American tax compliance activities.
- Build and improve automated workflows, reconciliations, reporting and dashboards using Excel, Power BI and ERP data.
- Manipulate, analyze and validate large tax data sets to improve integrity and visibility.
- Build tax and cash models to provide timely insights for decision-making.
- Collaborate with Finance and Technology to translate tax requirements into practical systems.
Skills
Education
Tools
Job description
At Confluence, we're building the future of investment data through innovation, collaboration and continuous improvement. As AI reshapes the financial services industry, we're embracing new technologies while continuing to build on the deep industry expertise and trusted partnerships that have defined our success for decades.
At Confluence, we're building the future of investment data through innovation, collaboration and continuous improvement. As AI reshapes the financial services industry, we're embracing new technologies while continuing to build on the deep industry expertise and trusted partnerships that have defined our success for decades.
With colleagues across the globe, we bring together diverse experiences, perspectives and expertise to tackle complex challenges and create meaningful impact. Whether you're starting your career or bringing years of experience, you'll have the opportunity to learn, contribute and help shape what's next.
We’re looking for a Tax Technologist to join our global tax team, combining strong tax expertise with technology to make our tax processes more efficient, accurate and scalable.
This is a tax-first role with a significant technology focus. You’ll take ownership of US sales and use tax and Canadian indirect tax compliance, while supporting tax provisions and wider North American compliance. At the same time, you’ll use tools including Excel, Power Query, Power Pivot and Power BI to automate manual processes, improve data integrity and build better reporting and insight.
It’s a broad, hands‑on opportunity in a lean in‑house team. You’ll have the scope to own recurring tax work while identifying where automation, better data and smarter processes can reduce manual effort and reliance on external advisers.
- Own US sales and use tax and Canadian indirect tax compliance, ensuring recurring requirements are controlled and accurate.
- Support tax provision preparation and wider North American tax compliance activities.
- Build and improve automated workflows, reconciliations, reporting and dashboards using Excel, Power Query, Power Pivot, Power BI, Smart View and relevant ERP data.
- Manipulate, analyse and validate large data sets, improving the integrity and visibility of tax data.
- Build tax and cash scenario models that provide timely insight and support decision‑making.
- Partner across Finance and Technology, translating tax requirements into practical systems and process improvements
- Genuine ownership: join a small in‑house tax team supporting a multinational business, with direct responsibility rather than a narrow client assignment.
- A real tax + technology role: approximately 50–60% of the role is expected to focus on technology, automation and process improvement, alongside compliance, provision and project work.
- Visible impact: build dashboards, models and automated reporting that improve decision‑making, strengthen controls and reduce manual work and external‑adviser costs.
- Broad exposure: combine North American tax ownership with automation, analytics and international exposure in an in‑house environment.
- 3+ years of relevant experience across tax, accounting, finance operations or business-process automation, with a tax‑first background.
- Strong North American tax compliance knowledge, particularly US sales and use tax and Canadian GST/indirect tax.
- Working knowledge of corporate tax principles and tax provision processes.
- Advanced Excel capability, including Power Query, Power Pivot and complex formulas.
- Experience using Power BI and working with large data sets to analyse, manipulate and validate data.
- Strong problem‑solving skills and attention to detail, with the ability to work proactively and independently while knowing when to escalation.
- Strong written and verbal communication skills, with the judgement to work effectively with Finance and Technology colleagues, executives, external advisers and tax authorities.
- Bachelor’s degree in Accounting, Finance, Taxation, Information Systems, Data Analytics or a related field.
- Experience with Smart View and ERP platforms such as NetSuite, Oracle or SAP. Experience with Alteryx, SQL, Python or comparable tools.
- A track record of using automation and analytics to streamline tax or finance processes.
- Experience within a multinational corporate tax team, tax technology/transformation environment or accounting/advisory firm.
- Curiosity about emerging technology and the ability to apply AI and analytical tools thoughtfully to tax and process challenges.
- Generous Time Off packages including additional half days with each public holiday in your location.
- Global Career Development opportunities
- Social Events
- Referral Bonus scheme - Upto $3,000 per successful referral
- Plus many more!
We offer flexible working options for all employees. This role will hybrid (approximately 2 days per week) in our Pittsburgh office.
We look for people who align with our 4 values.
Face reality with honesty, courage and accountability
Deal creatively with challenges and envision what the world could be
Build good habits into reflexes which become a part of our life
Committed to the success of others
To ensure a fair and consistent assessment for all candidates, we ask that you do not use AI tools, external assistance or prepared real time prompts during ta screening call or interview unless we have specifically advised that these are permitted.
The interview is designed to assess your own experience, thought process and communication skills. If AI use is permitted as part of an exercise, we will clearly explain this beforehand.
As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre‑employment screening.
Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.
As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.
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