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Newark, New Jersey, United States
Onsite
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 The Tax Product Owner who is responsible for defining, prioritizing, and delivering tax reporting and data migration capabilities in an Agile software development environment. This role serves as the primary business representative for a strategic initiative to migrate trading, account, and tax-lot data from the client’s in-house wealth management systems to the Broadridge tax platform that supports IRS tax reporting.
Key Responsibilities:
Qualifications
• Bachelor’s degree in Accounting, Finance, Business, Information Systems, Data Analytics, or a related field.
• 8+ years of experience in tax reporting, brokerage/wealth management operations, securities data analysis, data reconciliation, or financial systems conversion/migration.
• Experience working with trading data, tax-lot data, cost basis data, or brokerage transaction reporting.
• Strong knowledge of securities transaction lifecycle concepts, including trades, settlements, transfers, and corporate actions.
• Understanding of IRS tax reporting requirements, particularly Form 1099-B, cost basis reporting, and covered vs. noncovered securities.
• Advanced proficiency in Microsoft Excel, including pivots, lookups, formulas, filtering, and large-data analysis.
• Experience using SQL to query, compare, and validate data across systems.
• Strong analytical, reconciliation, and problem-solving skills with exceptional attention to detail.
• Ability to investigate data discrepancies and perform root-cause analysis across multiple systems and data sources.
• Strong written and verbal communication skills, including the ability to explain findings to technical and non-technical stakeholders.
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#LI-REMOTE
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.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
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 BRcareers@broadridge.com.
