Tax Business/Data Analyst (CONTRACT) REMOTE

Broadridge is a company dedicated to empowering others and fostering career development. They are seeking a Tax Data Analyst responsible for validating trading and tax-lot data for IRS reporting, ensuring data accuracy and compliance with IRS regulations.

Responsibilities:

• Validate the accuracy and completeness of migrated trading, account, customer, and tax-lot data between internal systems and the outsourced vendor platform
• Perform detailed source-to-target reconciliations for key tax reporting fields, including but not limited to:
• Security identifier
• Trade date
• Settlement date
• Acquisition date
• Cost basis
• Proceeds
• Wash sale adjustments
• Holding period
• Lot selection
• Corporate action impacts
• Account registration / taxpayer information
• Compare high-volume transactional datasets and identify breaks, exceptions, missing records, duplicates, and transformation errors
• Validate mapping logic, conversion rules, field definitions, and calculation outputs used in the migration process
• Support data readiness for IRS tax reporting, including Forms 1099-B and related cost basis reporting requirements
• Review migrated data to ensure consistency with applicable IRS cost basis regulations and internal reporting standards
• Assist in validating tax treatment of trades, transfers, corporate actions, and other securities events that impact reportable basis and gain/loss information
• Partner with tax reporting, operations, and compliance teams to escalate and resolve data issues affecting downstream IRS reporting
• Execute daily, weekly, and milestone-based reconciliations between internal books and records and the vendor system
• Investigate reconciliation breaks by tracing data from source files, interfaces, transformation logic, and target system outputs
• Maintain exception logs, root-cause analyses, and remediation tracking for identified issues
• Work with IT and vendor partners to test fixes, validate corrections, and confirm issue resolution

Requirements:

• Bachelor's degree in Accounting or Finance
• At least seven years of business analyst experience in tax operations
• Business/Functional/technical requirements skills
• Attention to detail
• Excellent verbal and written communication skills
• SDLC Process management skills and JIRA experience
• Ability to work run SQL queries and a decent understanding of database and ETL processes