Tax Business/Data Analyst

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Ensure the precision and thoroughness of transferred trading, account, customer, and tax-lot data between internal systems and the outsourced vendor platform.

• Conduct comprehensive source-to-target reconciliations for essential tax reporting fields, which include but are 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.

• Analyze high-volume transactional datasets to detect discrepancies, exceptions, missing records, duplicates, and transformation errors.

• Facilitate data preparation for IRS tax reporting, including Forms 1099-B and associated cost basis reporting obligations.

• Examine migrated data to confirm alignment with relevant IRS cost basis regulations and internal reporting standards.

• Aid in verifying the tax treatment of trades, transfers, corporate actions, and other securities events that influence reportable basis and gain/loss information.

⛳️ Requirements

• Bachelor’s degree in Accounting or Finance

• A minimum of seven years of experience as a business analyst in tax operations

• Proficiency in business, functional, and technical requirements

• Strong attention to detail

• Exceptional verbal and written communication abilities

• Skills in SDLC process management and experience with JIRA

• Capability to execute SQL queries and a solid understanding of databases and ETL processes.

🏝️ Benefits

• Health insurance

• 401(k) matching

• Paid time off

• Professional development opportunities