What are the responsibilities and job description for the Director, Tax position at Confluence?
Department: Finance
Location: Charlotte, US
Location - Charlotte, North Carolina
Why Confluence?
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
More about the role & team
The Director – Tax leads global tax reporting, compliance, and strategic tax planning for a complex, multi-jurisdictional organisation. Reporting to the CFO, the role oversees tax returns, transfer pricing, and legal entity rationalisation projects, working closely with internal teams and external advisors. Key responsibilities include managing tax audits, supporting business transactions, and ensuring compliance with IFRS, US GAAP, and local standards. The position is central to shaping the company’s tax strategy and supporting ongoing business growth and transformation.
What's in it for you?
Strategic Impact: High-visibility leadership role, directly influencing the company’s global tax strategy and supporting major business initiatives.
Complexity & Challenge: Exposure to sophisticated international tax issues, legal entity rationalisation, and cross-border transactions—ideal for candidates seeking intellectual challenge and professional growth.
Collaborative Environment: Opportunity to work closely with senior finance, legal, and external advisors, shaping processes and driving change.
Career Development: The evolving nature of the business means the role can expand with future acquisitions and organisational changes, offering long-term career progression.
Location Flexibility: Preferred office locations are London, Pittsburgh, and Boston with remote/hybrid working available.
What skills and experience do I need to succeed?
Essential Requirements
- International Tax Expertise: Deep knowledge of international tax, with experience managing tax matters across multiple jurisdictions.
- Managing Outside Advisors: Proven ability to coordinate and oversee external tax consultants and advisors.
- Legal Entity Rationalisation: Experience leading or supporting complex legal entity rationalisation projects (e.g., Project Sequoia), collaborating with legal and finance teams.
- Tax Audit Management: Direct experience handling tax audits, interacting with tax authorities, and resolving audit issues in various countries.
- Technical Accounting Skills: Strong grounding in IFRS, US GAAP, and statutory GAAP; expertise in transfer pricing, purchase price accounting, business combinations, and related areas.
- Education & Certification: Bachelor’s degree in financial accounting or related field with specialisation in Tax; CPA or equivalent professional qualification.
- Leadership Experience: At least 10 years’ progressive experience, including three years in a management role.
- Change Management: Demonstrated success in driving strategic initiatives and managing change in a fast-paced environment.
- Communication & Collaboration: Exceptional communication skills, able to work effectively across time zones and with diverse teams.
- Systems Knowledge: Experience with NetSuite and Hyperion preferred.
- Transaction Experience: Exposure to acquisitions, asset dispositions, and business wind-downs, supporting tax impact analysis and strategic planning.
- Strategic Tax Planning: Ability to contribute to organisational streamlining and support expansion into new regions.
- Remote Working: Flexibility to work from preferred locations (London, Pittsburgh, Boston) or remotely, with openness to strong candidates from other regions.
- Consulting Experience: Ability to provide interim support or transition consulting, as needed.
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:
🕚 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!
More about the Location
We offer flexible working options for all employees in the locations specified. We are looking to hire in Pittsburgh, Boston, Charlotte or London to promote collaboration.
Values
We look for people who align with our 4 values.
Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others
If you would like to find out more about a Career at Confluence, please apply today.
If you believe that this job posting is noncompliant, please email us at recruitment@confluence.com.
Pre-Employment Screening Disclaimer
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.