Broadridge Financial
Tax Product Owner (CONTRACT)
Newark, NJ
Sponsorship not specifiedDetected 8 days ago
SQLData AnalysisProduct ManagementProduct StrategyProject ManagementAgileStakeholder ManagementAccountingExcelLeadershipCommunicationProblem Solving
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.
- US applicants: Click here to view the EEOC " Know Your Rights " poster.
Responsibilities
- Own and manage the product backlog for tax reporting, trading data migration, and vendor integration requirements.
- Make timely business decisions and provide clarifications to development teams to support uninterrupted delivery.
- Review completed work, validate outcomes against acceptance criteria, and formally accept or reject deliverables.
- Lead business definition for migration of trading, account, customer, and tax-lot data from internal systems to the outsourced vendor platform used for IRS tax reporting.
- Partner with technical teams and vendor stakeholders to ensure data interfaces, transformations, and reporting outputs meet business expectations.
Requirements
- Bachelor's degree in Accounting, Finance, Business, Information Systems, Data Analytics, or a related field.
- 8 + years of experience in tax reporting, brokerage/wealth management operations, securities data analysis, data reconciliation, or financial systems conversion/migration.
- Experience working with trading data, tax-lot data, cost basis data, or brokerage transaction reporting.
- Strong knowledge of securities transaction lifecycle concepts, including trades, settlements, transfers, and corporate actions.
- Advanced proficiency in Microsoft Excel, including pivots, lookups, formulas, filtering, and large-data analysis.
- Strong written and verbal communication skills, including the ability to explain findings to technical and non-technical stakeholders.
- Understanding of IRS tax reporting requirements, particularly Form 1099-B, cost basis reporting, and covered vs. noncovered securities.
- Experience using SQL to query, compare, and validate data across systems.
- Strong analytical, reconciliation, and problem-solving skills with exceptional attention to detail.
- Ability to investigate data discrepancies and perform root-cause analysis across multiple systems and data sources.
- #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.
Benefits
- Communicate product vision, delivery roadmap, sprint priorities, and business impacts to stakeholders.
- Disability Assistance
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This listing is sourced directly from Broadridge Financial's careers page and normalized into a canonical job model.