Product Manager – Tax Withholding (CONTRACT) REMOTE

At Broadridge weve built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career while helping others along the way come join the Broadridge team.

Broadridge is Growing! We are seeking a Product Manager Tax Withholding with deep expertise in tax withholding regulatory compliance and financial services operations to lead the strategy development and ongoing enhancement of withholding and tax reporting capabilities.
This role will own the product vision roadmap and delivery of solutions that support accurate compliant and scalable withholding processing and reporting across the organization. The Product Manager will work closely with Tax Compliance Operations Technology and business stakeholders to translate complex regulatory requirements into product capabilities operational controls and system improvements. The ideal candidate brings a strong combination of domain expertise product management discipline and execution leadership in regulated financial environments.

Work-Mode: This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.

Key Responsibilities:

• Own the product strategy roadmap and priorities for tax withholding and related tax reporting capabilities.
• Serve as the primary product lead and subject matter expert for withholding rules processing logic and regulatory requirements across asset classes including equities mutual funds fixed income and options.
• Partner with Tax Compliance Legal Operations and Technology teams to define and deliver solutions that meet evolving business and regulatory needs.
• Translate IRS regulations tax guidance and industry requirements into clear product requirements feature definitions business rules and functional capabilities.
• Define and manage the product backlog including epics features user stories acceptance criteria and prioritization based on business value regulatory deadlines and risk.
• Lead product discovery and current-state assessments to identify process gaps control weaknesses operational risks and opportunities for automation and scalability.
• Drive the design and enhancement of product capabilities related to:
• Withholding calculation methodologies
• Tax lot accounting
• Tax reporting workflows and downstream integrations
• Data controls reconciliations and exception management
• Partner with engineering and architecture teams to ensure product solutions are technically feasible scalable and aligned with enterprise standards.
• Establish success metrics monitor product performance and track outcomes related to accuracy compliance operational efficiency and risk reduction.
• Support end-to-end delivery including requirements clarification dependency management stakeholder alignment testing support implementation planning and post-release validation.
• Lead and manage the onboarding of new clients onto tax withholding platform including client-specific setup and configuration requirements gathering data mapping and validation test planning and execution issue resolution and production readiness.
• Coordinate the conversion and migration of required client data including account tax security position and reference data ensuring data integrity reconciliation and readiness for production processing.
• Lead or support UAT defect triage release readiness and production issue resolution for withholding and tax reporting enhancements.
• Oversee product governance documentation and control frameworks to support audit readiness regulatory reviews and internal compliance requirements.
• Communicate roadmap updates risks issues and delivery progress to stakeholders and senior leadership.
• Stay current on industry and regulatory developments affecting withholding tax reporting and securities processing and proactively incorporate needed changes into the product roadmap.

Required Qualifications:

• Bachelors degree in Finance Accounting Business Economics Information Systems or a related field.
• 810 years of experience in product management business analysis or product delivery within financial services brokerage wealth management asset servicing or tax operations.
• Strong experience owning or supporting products related to tax withholding tax reporting securities processing or post-trade operations.
• Deep knowledge of withholding processing tax lot accounting and tax reporting requirements.
• Direct experience with tax and regulatory requirements impacting withholding and reporting.
• Strong understanding of broker-dealer operations post-trade processing custody and securities lifecycle events.
• Demonstrated ability to translate complex regulatory and operational requirements into product solutions and technology deliverables.
• Experience managing product backlogs priorities requirements and cross-functional delivery in Agile Scrum or hybrid environments.
• Strong analytical and problem-solving skills including experience with reconciliations root cause analysis impact assessments and exception management.
• Experience supporting testing defect management release planning and production support for complex financial systems.
• Demonstrated experience managing and onboarding new clients for tax withholding platforms including client setup/configuration requirements gathering testing data conversion/migration validation and implementation.
• Experience coordinating client implementations from initial setup through testing conversion go-live and post-production stabilization working across business operations technology and client-facing teams.
• Proficiency with tools such as JIRA Confluence Excel SQL Visio or similar product and analysis tools.
• Excellent communication and stakeholder management skills with the ability to influence technical teams control partners and business leadership.
• Strong organizational and execution skills with the ability to manage multiple priorities in a deadline-driven highly regulated environment.

Preferred Qualifications

• Knowledge of complex multi-level intermediary structures and flow-through entities including the associated tax withholding tax calculation allocation and reporting requirements.
• Experience with brokerage back-office systems withholding engines or tax reporting platforms.
• Knowledge of DTCC processing corporate actions securities reference data and position/account master data dependencies.
• Experience with regulatory change management audit support and control framework design.
• Professional certifications such as CSPO CBAP PMP CPA or CFA.
• Experience leading product initiatives within enterprise transformation platform modernization or operational risk reduction programs.

Hourly range $75-85/hr

Broadridge considers various factors when evaluating a candidates final salary including but not limited to relevant experience skills and education.

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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 companyand ultimately a communitythat recognizes and celebrates everyones 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.

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Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome where everyones strengths are valued and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race color religion sex (including sexual orientation gender identity or expression and pregnancy) marital status national origin ethnic origin age disability genetic information military or veteran status and other protected characteristics protected by applicable federal state or local laws.

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