Broadridge

Senior Business Analyst, Tax

Broadridge

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $90 - $100 per hour

Job Level

Senior

Tech Stack

SQL

About the role

  • Analysis/Comparison of Tax System Outputs including IRS 1220/1187 filings and tax form print files to identify differences/mismatches.
  • Analysis of detailed account, transaction, and other Tax related datasets to identify the root causes of the differences/mismatches.
  • Documenting discovered defects in detail within JIRA.
  • Monitor and maintain JIRA defects/stories based on work performed.
  • Collaborate with stakeholders to gather/develop requirements related to the JIRA defects/stories by writing clear and concise user stories with acceptance criteria to guide development efforts.
  • Partner with Onboarding and Testing team members to retest resolved defects and/or supplement the testing of resolved defects.
  • Translate feedback and insights from the analysis/research performed to drive continuous enhancements
  • Actively participate in and drive sprint planning, reviews, and retrospectives to effectively guide the development process.
  • Communicate regularly and build strong relationships with stakeholders to gather feedback, share updates, and address concerns.
  • Prioritize deliverables and responsibilities where necessary.
  • Communicate effectively and efficiently across departments, with staff, senior management, and clients.

Requirements

  • Experience with IRS Rules, Regulations and 1220/1187 Tax Form knowledge.
  • Experience with Income Reclass & Cost Basis.
  • Experience with Broadridge products
  • Strong Business analysis and Testing skills on tax products
  • Knowledge of Taxation Principles : Understanding of compensation theories, practices, and regulations.
  • Strong analytical skills
  • Detail oriented and well organized – ability to act decisively, prioritize workload and adhere to deadlines.
  • Proficiency in using data analysis tools and software, including building analyses and models in Excel.
  • Experience with Power BI or SQL would be a plus.
  • Ability to communicate complex information clearly and concisely, both verbally and in writing.
  • Ability to identify and resolve compensation-related issues.