Tax Product Owner (CONTRACT)
Job Location:
Newark, DE - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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 The Tax Product Owner who is responsible for defining prioritizing and delivering tax reporting and data migration capabilities in an Agile software development environment. This role serves as the primary business representative for a strategic initiative to migrate trading account and tax-lot data from the clients in-house wealth management systems to the Broadridge tax platform that supports IRS tax reporting.
Key Responsibilities:
- Serve as the Product Owner for tax reporting and data migration workstreams within an Agile development environment.
- Own and manage the product backlog for tax reporting trading data migration and vendor integration requirements.
- Translate business needs tax reporting rules and operational requirements into clear epics features user stories and acceptance criteria.
- Prioritize backlog items based on business value regulatory requirements project milestones and delivery risk.
- Participate in Agile ceremonies including sprint planning backlog refinement daily standups sprint reviews and retrospectives.
- Make timely business decisions and provide clarifications to development teams to support uninterrupted delivery.
- Review completed work validate outcomes against acceptance criteria and formally accept or reject deliverables.
- Lead business definition for migration of trading account customer and tax-lot data from internal systems to the outsourced vendor platform used for IRS tax reporting.
- Define requirements for source-to-target mapping data conversion logic business rules and exception handling.
- Ensure tax-sensitive data elements are accurately represented in the target solution including:
- Trade and settlement dates
- Tax lots and acquisition dates
- Cost basis and adjustments
- Wash sales
- Holding period classification
- Corporate action impacts
- Proceeds and gain/loss reporting attributes
- Customer tax reporting data required for IRS forms
- Partner with technical teams and vendor stakeholders to ensure data interfaces transformations and reporting outputs meet business expectations.
- Act as the key liaison among Tax Operations Compliance Technology Project Management and external vendor teams.
- Gather and align stakeholder input across business and technical teams to define scope and resolve competing priorities.
- Communicate product vision delivery roadmap sprint priorities and business impacts to stakeholders.
- Escalate risks blockers and critical decisions affecting delivery timelines or tax reporting compliance.
Qualifications
Bachelors degree in Accounting Finance Business Information Systems Data Analytics or a related field.
8 years of experience in tax reporting brokerage/wealth management operations securities data analysis data reconciliation or financial systems conversion/migration.
Experience working with trading data tax-lot data cost basis data or brokerage transaction reporting.
Strong knowledge of securities transaction lifecycle concepts including trades settlements transfers and corporate actions.
Understanding of IRS tax reporting requirements particularly Form 1099-B cost basis reporting and covered vs. noncovered securities.
Advanced proficiency in Microsoft Excel including pivots lookups formulas filtering and large-data analysis.
Experience using SQL to query compare and validate data across systems.
Strong analytical reconciliation and problem-solving skills with exceptional attention to detail.
Ability to investigate data discrepancies and perform root-cause analysis across multiple systems and data sources.
Strong written and verbal communication skills including the ability to explain findings to technical and non-technical stakeholders.
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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.
