Tax Reporting Test Analyst

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 Reporting Test Analyst with financial services experience to support testing activities related to tax reporting initiatives, system enhancements, and regulatory changes. This role will combine tax reporting knowledge with hands-on testing, data validation, reconciliation, and defect management. The ideal candidate will have experience working with tax reporting systems and financial-services data and be able to validate end-to-end results from source/history data through core processing, tax form boxes, and final reporting outputs.

Key Responsibilities:

• Develop and execute QA and UAT test scenarios and test cases, including functional, regression, integration, end-to-end, dress rehearsal, and production-validation testing.
• Apply tax reporting knowledge to understand expected processing results, identify appropriate test scenarios, and validate system behavior.
• Review business, functional, and tax reporting requirements and translate them into comprehensive testing scenarios and expected results.
• Identify required test populations, test data, expected results, dependencies, prerequisite processing, and testing coverage.
• Validate end-to-end tax data processing from transaction/history data through core tables, business-rule processing, tax form box calculations, and final reporting outputs.
• Perform detailed data validation and reconciliation to identify discrepancies between source/history data, processed data, expected results, and tax reporting outputs.
• Use SQL and Excel to research data, develop test populations, validate results, reconcile large datasets, and investigate testing discrepancies.
• Validate source-to-target mappings, file layouts, data transformations, calculations, tax business rules, reference data, and system configuration.
• Validate tax forms and reporting outputs against source data, expected results, documented requirements, and applicable tax reporting rules.
• Execute positive, negative, boundary, exception, and regression testing to confirm system functionality and identify unintended impacts.
• Identify and document defects in JIRA with clear reproduction steps, supporting data, expected results, and actual results.
• Manage defects through analysis, remediation, retesting, regression testing, and closure.
• Partner with Development, Product, Operations, QA, UAT, and Tax teams to investigate and resolve tax reporting, testing, and data discrepancies.
• Track test execution, defects, blockers, dependencies, and outstanding items through resolution.
• Maintain test cases, test evidence, reconciliation results, defect documentation, and supporting documentation required for implementation and production readiness.
• Support annual tax-year changes, regulatory updates, system migrations, conversions, dress rehearsals, and production implementations.

Qualifications:

• 5+ years of experience in tax reporting, QA/UAT testing, tax data analysis, operations testing, or a similar role within financial services, with demonstrated experience combining tax domain knowledge and hands-on testing.
• Strong hands-on experience with QA and UAT testing, including functional, regression, integration, end-to-end, system-validation, and production-validation testing.
• Experience developing and executing detailed test scenarios, test cases, test data, and expected results.
• Experience performing end-to-end tax data testing across transaction/history data, core processing tables, tax form box calculations, and final reporting outputs.
• Strong analytical and problem-solving skills with experience working with large datasets, reconciliations, exception analysis, and root-cause investigation.
• Proficiency with SQL and Microsoft Excel for data validation, reconciliation, research, and testing.
• Strong hands-on experience with JIRA is required, including creating and managing defects, documenting expected and actual results, tracking issues through resolution, supporting retesting, and maintaining testing status and evidence.
• Experience validating source-to-target mappings, data transformations, calculations, business rules, file layouts, reference data, and system configuration.
• Strong experience identifying, documenting, tracking, retesting, and closing defects with clear reproduction steps and supporting data.
• Experience working with or testing tax reporting systems or tax data platforms is strongly preferred.
• Experience with tax information reporting, including Forms 5498, 5498-ESA, 1042-S, and 1099 reporting, is strongly preferred.
• Familiarity with retirement reporting, NRA reporting, income reporting, withholding, brokerage transactions, and securities processing is preferred.
• Experience within brokerage, wealth management, banking, securities processing, asset servicing, or financial reporting environments.
• Experience with large-volume data reconciliation and comparison testing.
• Ability to independently manage assigned QA/UAT testing activities, reconciliations, defects, and test evidence through completion.
• Ability to manage multiple concurrent testing priorities in a deadline-driven environment.
• Strong written and verbal communication skills with a high level of attention to detail.
• Familiarity with Agile or hybrid project-delivery methodologies.

Hourly range $60-70/hr  

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

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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].