Tax Business Analyst – Contract

🔥 25 minutes ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $50 - $70 / hour

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🧐 Business Analyst

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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

• Analyze and document business requirements related to cost basis processing, tax reporting, and regulatory compliance. • Serve as a subject matter expert for cost basis rules across various asset classes, including equities, mutual funds, fixed income, and options. • Interpret and translate IRS regulations, tax guidance, and industry rules into business requirements, functional specifications, and process improvements. • Partner with compliance, tax, operations, and technology teams to support implementation of regulatory and tax-driven changes. • Evaluate current-state processes and identify gaps, risks, control issues, and opportunities for automation and efficiency. • Support design and testing of system enhancements related to: Cost basis calculation methods, Wash sale processing, Corporate actions, Transfers and ACATS activity, Tax lot accounting, Covered and non-covered securities reporting. • Create and maintain business requirements documents, functional specifications, process flows, test cases, and user stories. • Lead or support UAT, regression testing, and validation efforts for cost basis and tax reporting initiatives. • Investigate and resolve production issues, breaks, and reporting discrepancies involving cost basis data and tax forms. • Collaborate with data, operations, and technology teams to ensure data quality, lineage, reconciliation, and controls are in place. • Support readiness for regulatory audits, internal audits, and compliance reviews by maintaining documentation and evidencing controls. • Monitor industry and regulatory developments affecting cost basis and tax reporting, and communicate impacts to stakeholders. • Assist with implementation of process controls and governance to improve reporting accuracy and reduce operational risk. • Provide stakeholder updates, status reporting, and issue tracking across projects and enhancements.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, Information Systems, or a related field • 5+ years of experience as a Business Analyst in financial services, brokerage, wealth management, asset servicing, or tax operations • Strong knowledge of cost basis accounting and tax lot processing • Direct experience with tax and regulatory requirements impacting cost basis reporting, including: Covered vs. non-covered securities, IRS cost basis regulations, Form 1099-B reporting, Wash sale rules, Corporate action impacts on basis, Securities transfers and basis reporting requirements • Understanding of broker-dealer operations, post-trade processing, custody, and securities lifecycle events • Experience translating complex regulatory requirements into clear business and system requirements • Proven ability to perform gap analysis, process mapping, root cause analysis, and impact assessments • Experience with UAT, defect management, test planning, and validation of financial/tax reporting systems • Strong analytical skills with the ability to work with large datasets, reconciliations, and exception analysis • Familiarity with Agile, Scrum, or hybrid project delivery methodologies • Proficiency with tools such as SQL, Excel, JIRA, Confluence, Visio, or similar BA and data analysis tools • Excellent written and verbal communication skills with the ability to present to both technical and non-technical audiences • Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment.

🏖️ Benefits

• Professional development opportunities • Remote work options