Tax Business/Data Analyst (Remote)

About this role

Tax Business/Data Analyst (CONTRACT) REMOTE


Location:
Newark, NJ


Time Type:
Full time


Job Description
At Broadridge, weve 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.

Tax Reporting Support

• ...