Senior Business Analyst- TAX Reporting

We are seeking a highly skilled Senior Business Analyst with deep expertise in U.S. tax reporting, including hands‑on

###experience### with IRS tax forms, brokerage or bank tax‑reporting operations, and end‑to‑end tax filing workflows. The ideal candidate has previously worked for a tax‑reporting brokerage, custodian, or financial institution and understands both the regulatory and operational

###requirements### involved in annual tax form production. This role will partner closely with operations, technology, tax, product management, quality assurance, support, and documentation teams to analyze tax rules, enhance reporting processes, and support production cycles for key tax documents. Key

###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.

Coordination and management of printed forms 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.

###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. Coordinate 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### Required 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.

Key Competencies Strong problem‑solving and investigative skills. Ability to simplify and communicate complex tax logic. Process‑oriented mindset with continuous‑improvement focus.

Strong documentation and communication skills. Ability to perform under tight deadlines during tax season. EDUCATION REQUIRED: Bachelor’s degree, Masters preferred Our Interview Practices To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts.

Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process.

Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process. Compensation: $85,600.

00 - $149,400. 00 USD This role is eligible for Bonus. Compensation range listed is based on primary location of the position.

###experience### and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. Additional Information: Wolters Kluwer offers a wide variety of competitive

###benefits### and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our

###benefits### are available upon request. If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day.

We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people.

Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong.

Wolters Kluwer reported 2023 annual revenues of €5. 6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide.

Our customers work in industries which impact the lives of millions of people every single day. Our mission is to empower our professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time. Our expert solutions combine deep domain knowledge with technology to deliver both content and workflow automation to drive improved outcomes and productivity for our customers.

We are committed to helping professionals improve the way they do business and solve complex problems with our range of digital solutions and services, which we continuously evolve to meet their changing needs. Our 188-year legacy and portfolio represent thousands of customers worldwide. For more information about our solutions and organization, visit www.

wolterskluwer. com, follow us on Twitter, Facebook, and LinkedIn. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions.

Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work.

We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us.

###benefits### provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. In 2024 we were awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, in recognition of our commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences.

###equal opportunity### in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.

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