Senior Business Analyst- TAX Reporting
Core
Senior Business Analyst specializing in U.S. tax reporting, translating IRS regulations into operational requirements and system logic for brokerage and financial institutions.
Role type
Senior Business Analyst (Tax Reporting)
Builds
Tax reporting systems, 1099/1042-S form generation workflows, and client-facing tax reporting features.
Domain
Financial Services / Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis
Required skills
U.S. tax form expertise (1099 series, 1042-S), IRS regulation interpretation, business requirement translation, process analysis, stakeholder management, project coordination, data interface review, UAT execution, vendor liaison, cost-basis regulations knowledge.
Preferred skills
Tax reporting vendor platform experience (FIS, Broadridge), financial product knowledge (mutual funds, equities, derivatives), SQL, agile methodology.
Technologies
FIRE, IRIS, FIS, Broadridge, Confluence, GICS
Responsibilities
Serve as SME on U.S. tax reporting processes and validate tax form outputs; Engage with tax departments to interpret IRS regulations and translate them into system requirements; Partner with engineering to ensure tax logic implementation and troubleshoot form-generation issues; Lead cross-functional initiatives for regulatory updates and platform enhancements; Analyze current-state tax workflows to identify gaps and design improved processes; Liaise with external vendors and tax engines used in form generation.
Seniority
Senior, hands-on IC