Tax Business/Data Analyst (CONTRACT) REMOTE

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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 Support data readiness for IRS tax reporting, including Forms 1099-B and related cost basis reporting requirements. Review migrated data to ensure consistency with applicable IRS cost basis regulations and internal reporting standards.

Assist in validating tax treatment of trades, transfers, corporate actions, and other securities events that impact reportable basis and gain/loss information. Partner with tax reporting, operations, and compliance teams to escalate and resolve data issues affecting downstream IRS reporting. Reconciliation and Exception Management Execute daily, weekly, and milestone-based reconciliations between internal books and records and the vendor system.

Investigate reconciliation breaks by tracing data from source files, interfaces, transformation logic, and target system outputs. Maintain exception logs, root-cause analyses, and remediation tracking for identified issues. Work with IT and vendor partners to test fixes, validate corrections, and confirm issue resolution.

experience

in tax operations Business/Functional/technical

requirements

skills

Attention to detail Excellent verbal and written communication

skills

SDLC Process management

skills

and JIRA

experience

Ability to work run SQL quires and a decent understanding of database and ETL processes. #LI-MR1 #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.

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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. Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow.

We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.

A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries. LinkedIn Facebook Instagram Twitter YouTube Glassdoor The Muse Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability.

As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset.

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