Tax Business Analyst (CONTRACT) REMOTE

About this role

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 Business Analyst with strong tax, regulatory, and financial services experience to support the analysis, implementation, and enhancement of Tax reporting, cost basis processes, systems, and controls. This role will partner with business, operations, technology, compliance, and tax stakeholders to ensure cost basis reporting is accurate, compliant, and aligned with evolving regulatory requirements. The ideal candidate has deep knowledge of cost basis regulations, securities processing, tax reporting, and business analysis best practices.

Key Responsibilities:

• Analyze and document business requirements related to cost basis processing, tax reporting, and regulatory compliance.
• Serve as a subject matter expert for cost basis rules across various asset classes, including equities, mutual funds, fixed income, and options.
• Interpret and translate IRS regulations, tax guidance, and industry rules into business requirements, functional specifications, and process improvements.
• Partner with compliance, tax, operations, and technology teams to support implementation of regulatory and tax-driven changes.
• Evaluate current-state processes and identify gaps, risks, control issues, and opportunities for automation and efficiency.
• Support design and testing of system enhancements related to:
• Cost basis calculation methods
• Wash sale processing
• Corporate actions
• Transfers and ACATS activity
• Tax lot accounting
• Covered and non-covered securities reporting
• Create and maintain business requirements documents, functional specifications, process flows, test cases, and user stories.
• Lead or support UAT, regression testing, and validation efforts for cost basis and tax reporting initiatives.
• I...