Tax Business Analyst (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 Tax Business Analyst with strong tax regulatory and financial services experience to support the analysis implementation and enhancement of Tax reporting cost basis processes systems and controls. This role will partner with business operations technology compliance and tax stakeholders to ensure cost basis reporting is accurate compliant and aligned with evolving regulatory requirements. The ideal candidate has deep knowledge of cost basis regulations securities processing tax reporting and business analysis best practices.

Key Responsibilities:

• Analyze and document business requirements related to cost basis processing tax reporting and regulatory compliance.
• Serve as a subject matter expert for cost basis rules across various asset classes including equities mutual funds fixed income and options.
• Interpret and translate IRS regulations tax guidance and industry rules into business requirements functional specifications and process improvements.
• Partner with compliance tax operations and technology teams to support implementation of regulatory and tax-driven changes.
• Evaluate current-state processes and identify gaps risks control issues and opportunities for automation and efficiency.
• Support design and testing of system enhancements related to:
• Cost basis calculation methods
• Wash sale processing
• Corporate actions
• Transfers and ACATS activity
• Tax lot accounting
• Covered and non-covered securities reporting
• Create and maintain business requirements documents functional specifications process flows test cases and user stories.
• Lead or support UAT regression testing and validation efforts for cost basis and tax reporting initiatives.
• Investigate and resolve production issues breaks and reporting discrepancies involving cost basis data and tax forms.
• Collaborate with data operations and technology teams to ensure data quality lineage reconciliation and controls are in place.
• Support readiness for regulatory audits internal audits and compliance reviews by maintaining documentation and evidencing controls.
• Monitor industry and regulatory developments affecting cost basis and tax reporting and communicate impacts to stakeholders.
• Assist with implementation of process controls and governance to improve reporting accuracy and reduce operational risk.
• Provide stakeholder updates status reporting and issue tracking across projects and enhancements.

Preferred Qualifications:

• Bachelors degree in Finance Accounting Business Economics Information Systems or a related field.
• 5 years of experience as a Business Analyst in financial services brokerage wealth management asset servicing or tax operations.
• Strong knowledge of cost basis accounting and tax lot processing.
• Direct experience with tax and regulatory requirements impacting cost basis reporting including:
• Covered vs. non-covered securities
• IRS cost basis regulations
• Form 1099-B reporting
• Wash sale rules
• Corporate action impacts on basis
• Securities transfers and basis reporting requirements
• Understanding of broker-dealer operations post-trade processing custody and securities lifecycle events.
• Experience translating complex regulatory requirements into clear business and system requirements.
• Proven ability to perform gap analysis process mapping root cause analysis and impact assessments.
• Experience with UAT defect management test planning and validation of financial/tax reporting systems.
• Strong analytical skills with the ability to work with large datasets reconciliations and exception analysis.
• Familiarity with Agile Scrum or hybrid project delivery methodologies.
• Proficiency with tools such as SQL Excel JIRA Confluence Visio or similar BA and data analysis tools.
• Excellent written and verbal communication skills with the ability to present to both technical and non-technical audiences.
• Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment.

Nice-to-Have Qualifications

• Experience with cost basis platforms brokerage back-office systems or tax reporting systems.
• Knowledge of ACATS DTCC processing corporate actions and securities reference data.
• Exposure to regulatory change management and audit support.
• Professional certifications such as CBAP PMP CPA or CFA are a plus.
• Experience working in large-scale enterprise transformation or modernization programs.

Hourly range $50-70/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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#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 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.

US applicants: Clickhereto view the EEOC Know Your Rights poster.

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.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process please contact us at or by sending an email to.