Tax Business/Data Analyst

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🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

⏳ Contract/Temporary

🟠 Senior

🔴 Lead

📉 Data Analyst

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Broadridge

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2007

💸 Finance

💳 Fintech

🤝 B2B

💰 Post-IPO Debt on 2023-08

Finance • Fintech • B2B

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

• Validate the accuracy and completeness of migrated trading, account, customer, and tax-lot data between internal systems and the outsourced vendor platform. • Perform detailed source-to-target reconciliations for key tax reporting fields, including but not limited to: Security identifier, Trade date, Settlement date, Acquisition date, Cost basis, Proceeds, Wash sale adjustments, Holding period, Lot selection, Corporate action impacts, Account registration/taxpayer information. • Compare high-volume transactional datasets and identify breaks, exceptions, missing records, duplicates, and transformation errors. • Support data readiness for IRS tax reporting, including Forms 1099-B and related cost basis reporting requirements. • Review migrated data to ensure consistency with applicable IRS cost basis regulations and internal reporting standards. • Assist in validating tax treatment of trades, transfers, corporate actions, and other securities events that impact reportable basis and gain/loss information.

🎯 Requirements

• Bachelor’s degree in Accounting or Finance • At least seven years of business analyst experience in tax operations • Business/Functional/technical requirements skills • Attention to detail • Excellent verbal and written communication skills • SDLC Process management skills and JIRA experience • Ability to work run SQL quires and a decent understanding of database and ETL processes.

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Professional development opportunities