Tax Business/Data Analyst
Location
New Jersey
Posted
3 days ago
Salary
0
Seniority
Lead
Job Description
Tax Business/Data Analyst
Broadridge
• 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.
Job 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
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