At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is Growing! We are seeking a Tax Data Analyst who is responsible for validating the accuracy, completeness, and integrity of trading and tax-lot data migrated from the client’s in-house wealth management systems to the Broadridge tax platform used for IRS tax reporting.
The Tax Data Analyst is responsible for validating the accuracy, completeness, and integrity of trading and tax-lot data migrated from the client’s in-house wealth management systems to the Broadridge tax platform used for IRS tax reporting. This role supports tax reporting readiness by reconciling source and target data, identifying and resolving variances, documenting validation results, and partnering with Operations, Technology, Tax, and vendor teams to ensure reportable data is transferred correctly.
Key Responsibilities:
Data Migration Validation
- 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.
Qualifications:
- 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 quires and a decent understanding of database and ETL processes.
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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 company—and ultimately a community—that recognizes and celebrates everyone’s 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.
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Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's 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 888-237-7769 or by sending an email to [email protected].
