Senior Business Analyst - US Tax
Core
Functional ownership of US tax capabilities within a multi-country tax engine for a SaaS banking platform, translating complex US investment tax requirements into specifications and test cases.
Role type
Senior Business Analyst (US Tax)
Builds
US tax engine specifications, decision rules, and test cases for wealth management clients
Domain
US Investment Taxation / Wealth Management Technology
Required skills
US investment taxation expertise, cost-basis and tax-lot accounting, IRS guidance interpretation, functional specification creation, test case development, client requirement translation
Preferred skills
Cross-border taxation (FATCA, PFIC), tax-aware portfolio management, financial technology product environment experience, SQL, Python
Technologies
SaaS, API-first platforms, Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID, 1042-S, W-8
Responsibilities
Own functional scope and roadmap of US tax engine, translate tax legislation into functional specs, define tax treatment of investment portfolios, specify withholding and information reporting, act as trusted functional contact for US clients, collaborate with engineers to validate functionality
Seniority
Senior, hands-on IC
