Broadridge Financial
Tax Business Analyst (CONTRACT) REMOTE
Newark, NJ
Sponsorship not specified$50k-$70kDetected 1 day ago
SQLData AnalysisAgileJiraConfluenceAccountingExcelManual TestingCommunicationOrganizational SkillsCFA
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odds of building a lasting career here
35Risky
Cap-exempt (no lottery)0
Sponsors this role72
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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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
- Analyze and document business requirements related to cost basis processing, tax reporting, and regulatory compliance.
- Partner with compliance, tax, operations, and technology teams to support implementation of regulatory and tax-driven changes.
- Support design and testing of system enhancements related to:
- 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.
- 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.
Requirements
- The ideal candidate has deep knowledge of cost basis regulations, securities processing, tax reporting, and business analysis best practices.
Nice to have
- 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
- Corporate action impacts on basis
Compensation
- Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Company info
- At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.
- 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.
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This listing is sourced directly from Broadridge Financial's careers page and normalized into a canonical job model.