Confluence Technologies

Team collaboration and knowledge management platform

Tax Technologist

Tax AccountingConfirmed live in the last 24 hours

Full-timePittsburgh, PA, USANo salary listed

About the Job

Requirements

At least 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 escalate.
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.

Responsibilities

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.

Desired Qualifications

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.

Location - Pittsburgh, Hybrid

Why Confluence?

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.

Key Responsibilities

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

Why Join Us

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.

Essential Requirements

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 escalate.
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.

Desirable Requirements

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.

About the Company

Confluence Technologies

Team collaboration and knowledge management platform

Confluence is a team collaboration and knowledge-management platform that helps groups create, organize, and discuss work in a central space. It centers on pages and documents—such as project plans, meeting notes, technical docs, and knowledge bases—that can include text, images, and multimedia. Users edit and structure content with a flexible editor, link pages, and organize them into spaces for easy navigation, commenting, and sharing. The product is delivered as a subscription service with a free tier for small teams and paid plans that scale by user count and features. Confluence differentiates itself by offering tight integration with the broader Atlassian ecosystem (e.g., Jira) and a wiki-like, permission-driven structure that supports enterprise knowledge management and broad collaboration across projects. Its goal is to improve team communication, foster knowledge sharing, and raise productivity by making information easy to create, find, and discuss.

Company size: 501-1,000
Company stage: Late Stage VC
Total funding: $60M
Headquarters: Pittsburgh, PA
Founded: 1991

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