Product Manager – Tax Withholding

🔥 0 minutes ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $75 - $85 / hour

⏰ Full Time

🟠 Senior

🔴 Lead

✅ Product Manager

🦅 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

• Own the product strategy, roadmap, and priorities for tax withholding and related tax reporting capabilities • Serve as the primary product lead and subject matter expert for withholding rules, processing logic, and regulatory requirements across equities, mutual funds, fixed income, and options • Partner with Tax, Compliance, Legal, Operations, and Technology teams to define and deliver solutions • Translate IRS regulations, tax guidance, and industry requirements into product requirements, feature definitions, business rules, and functional capabilities • Define and manage the product backlog, including epics, features, user stories, acceptance criteria, and prioritization • Lead product discovery and current-state assessments to identify process gaps, control weaknesses, operational risks, and automation opportunities • Drive design and enhancement of withholding calculation, tax lot accounting, tax reporting workflows, downstream integrations, data controls, reconciliations, and exception management capabilities • Partner with engineering and architecture teams to ensure scalable, feasible solutions aligned with enterprise standards • Establish success metrics and monitor accuracy, compliance, operational efficiency, and risk reduction outcomes • Support end-to-end delivery, including requirements clarification, dependency management, stakeholder alignment, testing, implementation planning, and post-release validation • Lead onboarding of new clients onto the tax withholding platform, including setup, requirements gathering, data mapping and validation, testing, issue resolution, and production readiness • Coordinate conversion and migration of account, tax, security, position, and reference data • Lead or support UAT, defect triage, release readiness, and production issue resolution • Oversee product governance, documentation, and control frameworks for audit readiness and regulatory reviews • Communicate roadmap updates, risks, issues, and delivery progress to stakeholders and senior leadership • Monitor industry and regulatory developments and incorporate required changes into the product roadmap

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, Information Systems, or a related field • 8–10+ years of experience in product management, business analysis, or product delivery within financial services, brokerage, wealth management, asset servicing, or tax operations • Strong experience owning or supporting products related to tax withholding, tax reporting, securities processing, or post-trade operations • Deep knowledge of withholding processing, tax lot accounting, and tax reporting requirements • Direct experience with tax and regulatory requirements impacting withholding and reporting • Strong understanding of broker-dealer operations, post-trade processing, custody, and securities lifecycle events • Ability to translate complex regulatory and operational requirements into product solutions and technology deliverables • Experience managing product backlogs, priorities, requirements, and cross-functional delivery in Agile, Scrum, or hybrid environments • Strong analytical and problem-solving skills, including reconciliations, root cause analysis, impact assessments, and exception management • Experience supporting testing, defect management, release planning, and production support for complex financial systems • Experience managing and onboarding new clients for tax withholding platforms, including setup/configuration, requirements gathering, testing, data conversion/migration, validation, and implementation • Experience coordinating client implementations from initial setup through testing, conversion, go-live, and post-production stabilization • Proficiency with JIRA, Confluence, Excel, SQL, Visio, or similar tools • Excellent communication and stakeholder management skills • Strong organizational and execution skills in a deadline-driven, highly regulated environment • Preferred: Knowledge of complex intermediary structures and flow-through entities • Preferred: Experience with brokerage back-office systems, withholding engines, or tax reporting platforms • Preferred: Knowledge of DTCC processing, corporate actions, securities reference data, and position/account master data dependencies • Preferred: Experience with regulatory change management, audit support, and control framework design • Preferred: Professional certifications such as CSPO, CBAP, PMP, CPA, or CFA • Preferred: Experience leading product initiatives within enterprise transformation, platform modernization, or operational risk reduction programs

🏖️ Benefits

• Remote work off-site • Limited travel, generally for team learning and collaboration meetings • Inclusive and collaborative workplace environment • Equal employment opportunities • Reasonable accommodations during the application and hiring process