Tax Reporting Test Analyst

🕒 October 14

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $60 - $70 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔧 QA Engineer (Quality Assurance)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Broadridge

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2007

💼 Consulting

📦 Logistics

🛡️ Insurance

💰 Post-IPO Debt on 2023-08

Consulting • Logistics • Insurance

Broadridge is a global technology leader providing expert solutions for the financial services industry. With over five decades of experience, Broadridge helps asset management firms, institutional investors, and various financial services providers manage operational risk, enhance investor communications, and simplify portfolio and regulatory management. The company offers services across areas such as capital markets, consumer finance, insurance, and telecom, focusing on streamlining client and customer communications, data management, and analytics to optimize business operations and compliance. Broadridge is renowned for its innovative technology solutions that drive business transformation and operational efficiency for its clients, aiming to improve financial and corporate governance, investor insights, and communication strategies.

📋 Description

• Develop and execute QA and UAT test scenarios and test cases, including functional, regression, integration, end-to-end, dress rehearsal, and production-validation testing • Apply tax reporting knowledge to understand expected processing results, identify appropriate test scenarios, and validate system behavior • Review business, functional, and tax reporting requirements and translate them into comprehensive testing scenarios and expected results • Identify required test populations, test data, expected results, dependencies, prerequisite processing, and testing coverage • Validate end-to-end tax data processing from transaction/history data through core tables, business-rule processing, tax form box calculations, and final reporting outputs • Perform detailed data validation and reconciliation to identify discrepancies between source/history data, processed data, expected results, and tax reporting outputs • Use SQL and Excel to research data, develop test populations, validate results, reconcile large datasets, and investigate testing discrepancies • Validate source-to-target mappings, file layouts, data transformations, calculations, tax business rules, reference data, and system configuration • Validate tax forms and reporting outputs against source data, expected results, documented requirements, and applicable tax reporting rules • Execute positive, negative, boundary, exception, and regression testing to confirm system functionality and identify unintended impacts • Identify and document defects in JIRA with clear reproduction steps, supporting data, expected results, and actual results • Manage defects through analysis, remediation, retesting, regression testing, and closure • Partner with Development, Product, Operations, QA, UAT, and Tax teams to investigate and resolve tax reporting, testing, and data discrepancies • Track test execution, defects, blockers, dependencies, and outstanding items through resolution • Maintain test cases, test evidence, reconciliation results, defect documentation, and supporting documentation required for implementation and production readiness • Support annual tax-year changes, regulatory updates, system migrations, conversions, dress rehearsals, and production implementations

🎯 Requirements

• 5+ years of experience in tax reporting, QA/UAT testing, tax data analysis, operations testing, or a similar role within financial services • Strong hands-on experience with QA and UAT testing, including functional, regression, integration, end-to-end, system-validation, and production-validation testing • Experience developing and executing detailed test scenarios, test cases, test data, and expected results • Experience performing end-to-end tax data testing across transaction/history data, core processing tables, tax form box calculations, and final reporting outputs • Strong analytical and problem-solving skills with experience working with large datasets, reconciliations, exception analysis, and root-cause investigation • Proficiency with SQL and Microsoft Excel for data validation, reconciliation, research, and testing • Strong hands-on experience with JIRA is required, including creating and managing defects, documenting expected and actual results, tracking issues through resolution, supporting retesting, and maintaining testing status and evidence • Experience validating source-to-target mappings, data transformations, calculations, business rules, file layouts, reference data, and system configuration • Strong experience identifying, documenting, tracking, retesting, and closing defects with clear reproduction steps and supporting data • Experience working with or testing tax reporting systems or tax data platforms is strongly preferred • Experience with tax information reporting, including Forms 5498, 5498-ESA, 1042-S, and 1099 reporting, is strongly preferred • Familiarity with retirement reporting, NRA reporting, income reporting, withholding, brokerage transactions, and securities processing is preferred • Experience within brokerage, wealth management, banking, securities processing, asset servicing, or financial reporting environments • Experience with large-volume data reconciliation and comparison testing • Ability to independently manage assigned QA/UAT testing activities, reconciliations, defects, and test evidence through completion • Ability to manage multiple concurrent testing priorities in a deadline-driven environment • Strong written and verbal communication skills with a high level of attention to detail • Familiarity with Agile or hybrid project-delivery methodologies

🏖️ Benefits

• Collaborative, engaging, and inclusive work environment • Workplace that empowers associates to be authentic and bring their best to work • Equal employment opportunities • Reasonable accommodations during the application and hiring process

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