Tax Business/Data Analyst

Broadridge

Tax Data Analyst ensuring accuracy, completeness, and integrity of trading and tax-lot data for IRS tax reporting. Collaborating across Operations, Technology, and vendor teams for effective data management.

Posted 7/14/2026contractRemote • New Jersey • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in validating and reconciling financial data for tax reporting, ensuring compliance with IRS regulations and internal standards. Proficient in SQL and data management processes to support accurate tax operations.

Highest-signal resume keywords

Bachelor's Degree In Accounting Or FinanceBusiness Analyst Experience In Tax OperationsSDLC Process ManagementSQL Query ExecutionJIRA Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ValidationSource-To-Target ReconciliationTax ReportingCost Basis ReportingData AnalysisTransaction Dataset ComparisonTax Treatment ValidationETL Processes

Soft Skills

Attention To DetailExcellent Verbal CommunicationExcellent Written Communication

Industry Keywords

IRS RegulationsTax OperationsFinancial Data ManagementCorporate ActionsSecurities Events

Tech Stack

Tools & technologies

ETLSDLCSQL

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

Health insurance
401(k) matching
Paid time off
Professional development opportunities