Broadridge Financial

Broadridge Financial

Tax Business/Data Analyst (CONTRACT) REMOTE

Newark, NJ

Sponsorship not specifiedDetected 8 days ago
SQLData EngineeringJiraAccountingCommunication

About the role

  • Please note that honesty and transparency are critical to our hiring process.
  • Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Responsibilities

  • 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:
  • Validate mapping logic, conversion rules, field definitions, and calculation outputs used in the migration process.
  • Tax Reporting Support
  • Support data readiness for IRS tax reporting, including Forms 1099-B and related cost basis reporting requirements.
  • Partner with tax reporting, operations, and compliance teams to escalate and resolve data issues affecting downstream IRS reporting.
  • Maintain exception logs, root-cause analyses, and remediation tracking for identified issues.
  • Work with IT and vendor partners to test fixes, validate corrections, and confirm issue resolution.

Requirements

  • Bachelor's degree in Accounting or Finance
  • At least seven years of business analyst experience in tax operations
  • Ability to work run SQL quires and a decent understanding of database and ETL processes.
  • Business/Functional/technical requirements skills
  • Attention to detail
  • Excellent verbal and written communication skills
  • SDLC Process management skills and JIRA experience
  • #LI-Remote
  • We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
  • Use of AI in Hiring
  • As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
  • US applicants: Click here to view the EEOC " Know Your Rights " poster.
  • Disability Assistance

Company info

  • At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.
  • If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
  • Broadridge is Growing!
  • We are seeking a Tax Data Analyst who is responsible for validating the accuracy, completeness, and integrity of trading and tax-lot data migrated from the client's in-house wealth management systems to the Broadridge tax platform used for IRS tax reporting.
  • The Tax Data Analyst is responsible for validating the accuracy, completeness, and integrity of trading and tax-lot data migrated from the client's in-house wealth management systems to the Broadridge tax platform used for IRS tax reporting.
  • This role supports tax reporting readiness by reconciling source and target data, identifying and resolving variances, documenting validation results, and partnering with Operations, Technology, Tax, and vendor teams to ensure reportable data is transferred correctly.
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