Senior Business Analyst- TAX Reporting

About the role

We are seeking a highly skilled Senior Business Analyst with deep expertise in U.S. tax reporting.

Responsibilities

• Tax Reporting & Regulatory Support
• Serve as the subject matter expert (SME) on U.S. tax reporting processes, including series 1099 forms, 1042-S, IRA forms, etc.
• Engage directly with GainsKeeper Tax department to interpret IRS regulations and translate them into operational or system requirements.
• Validate tax form outputs for accuracy, completeness, and regulatory alignment.
• Support tax season operations, including year-end processing, corrections, and amendments.
• Technology & Data Collaboration
• Work closely with engineering teams to ensure tax logic is correctly implemented in systems.
• Ensure electronic delivery submission to IRS via FIRE or IRIS.
• Participate in user acceptance testing (UAT) for tax-related system enhancements.
• Review data interfaces, mappings, and validations used for tax form production.
• Troubleshoot form-generation issues through root-cause analysis.
• Partner with product managers to define the product roadmap for tax reporting tools, workflows, and client-facing features.
• Gather business requirements and translate them into actionable user stories and acceptance criteria.
• Support feature prioritization discussions by providing SME input on operational effort, and client experience.
• Project Management Responsibilities
• Lead or support cross-functional initiatives related to tax reporting, data transformation, regulatory updates, and platform enhancements.
• Coordinate project timelines, deliverables, and dependencies across technology, operations, product, compliance, and vendor partners.
• Track and communicate project status, risks, and milestones to stakeholders.
• Facilitate project meetings, prepare documentation, and ensure alignment across teams.
• Oversee tax-season readiness plans, including project cut-offs, testing cycles, and launch support.
• Cook with product manager, sales, and marketing to develop and maintain pricing for tax reporting services.
• Manage annual SOC audits.
• Operational & Process Analysis
• Analyze current-state tax workflows across operations, data, and technology.
• Identify gaps, inefficiencies, or compliance risks in the tax form generation process.
• Partner with operations teams to design and document improved processes.
• Develop and maintain detailed business requirements, workflows, and functional specifications.
• Stakeholder & Vendor Engagement
• Liaise with external vendors, tax engines, or reporting partners used in form generation.
• Support cross-functional initiatives involving compliance, legal, operations, and client services.
• Communicate changes in tax regulations to internal stakeholders.

Qualifications

• 3–7 years of experience in U.S. tax reporting at a broker-dealer, bank, custodian, fund administrator, or tax reporting service provider.
• Strong working knowledge of IRS tax forms, including: 1099-B, 1099-DIV, 1099-INT, 1099-OID, 1099-R, 1099-MISC, 1099-NEC, 1042-S and NRA withholding rules, Cost-basis regulations (FIFO, LIFO, average cost, wash sales, corporate actions).
• Proven experience interpreting IRS regulations and applying them operationally.
• Demonstrated ability to translate business needs into clear, structured requirements.
• Excellent analytical skills and strong attention to detail.

Preferred Experience

• With tax reporting vendor platforms (e.g., FIS, Broadridge, Confluence, GICS, etc.).
• Understanding of financial products such as mutual funds, equities, fixed income, and derivatives.
• Background working in agile environments or cross-functional project teams.
• SQL or data-analysis experience.

Education

• Bachelor’s degree, Masters preferred.

Compensation

$85,600.00 - $149,400.00 USD

This role is eligible for Bonus.

Your recruiter can share more information about the specific offer for the job location during the hiring process.