Tax Reporting Test Analyst

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

📋 Description

• Design and implement QA and UAT test scenarios and cases, which encompass functional, regression, integration, end-to-end, dress rehearsal, and production-validation testing.

• Leverage tax reporting expertise to comprehend anticipated processing outcomes, determine relevant test scenarios, and verify system performance.

• Analyze business, functional, and tax reporting requirements and convert them into detailed testing scenarios and anticipated results.

• Identify necessary test populations, test data, expected outcomes, dependencies, prerequisite processes, and overall testing coverage.

• Confirm end-to-end tax data processing from transaction/history data through core tables, business-rule processing, tax form calculations, and final reporting outputs.

• Conduct thorough data validation and reconciliation to spot discrepancies between source/history data, processed data, expected outcomes, and tax reporting results.

• Utilize SQL and Excel to examine data, create test populations, validate outcomes, reconcile extensive datasets, and investigate discrepancies in testing.

• Validate source-to-target mappings, file structures, data transformations, calculations, tax business rules, reference data, and system configurations.

• Ensure tax forms and reporting outputs align with source data, expected outcomes, documented requirements, and relevant tax reporting regulations.

• Carry out positive, negative, boundary, exception, and regression tests to verify system functionality and detect unintended consequences.

• Identify and document defects in JIRA with clear reproduction steps, supporting data, expected outcomes, and actual results.

• Oversee defects through analysis, remediation, retesting, regression testing, and closure.

• Collaborate with Development, Product, Operations, QA, UAT, and Tax teams to investigate and resolve tax reporting, testing, and data discrepancies.

• Monitor test execution, defects, blockers, dependencies, and outstanding items until resolution.

• Maintain test cases, test evidence, reconciliation outcomes, defect documentation, and supporting paperwork essential for implementation and production readiness.

• Assist with annual tax-year changes, regulatory updates, system migrations, conversions, dress rehearsals, and production rollouts.

⛳️ Requirements

• Over 5 years of experience in tax reporting, QA/UAT testing, tax data analysis, operations testing, or a comparable role in financial services.

• Strong hands-on experience in QA and UAT testing, including functional, regression, integration, end-to-end, system-validation, and production-validation testing.

• Proven experience in developing and executing detailed test scenarios, test cases, test data, and expected outcomes.

• Experience in conducting end-to-end tax data testing across transaction/history data, core processing tables, tax form calculations, and final reporting outputs.

• Excellent analytical and problem-solving skills, with experience in handling large datasets, reconciliations, exception analysis, and root-cause investigations.

• Proficiency in SQL and Microsoft Excel for data validation, reconciliation, research, and testing purposes.

• Strong hands-on experience with JIRA, including defect creation and management, documentation of expected and actual outcomes, tracking issues to resolution, supporting retesting, and maintaining testing status and evidence.

• Experience in validating source-to-target mappings, data transformations, calculations, business rules, file layouts, reference data, and system configurations.

• Strong expertise in identifying, documenting, tracking, retesting, and closing defects with clear reproduction steps and supporting data.

• Experience with tax reporting systems or tax data platforms is highly preferred.

• Familiarity with tax information reporting, including Forms 5498, 5498-ESA, 1042-S, and 1099 reporting, is highly preferred.

• Knowledge of retirement reporting, NRA reporting, income reporting, withholding, brokerage transactions, and securities processing is preferred.

• Experience in brokerage, wealth management, banking, securities processing, asset servicing, or financial reporting environments.

• Background in large-volume data reconciliation and comparison testing.

• Capability to independently manage assigned QA/UAT testing activities, reconciliations, defects, and test evidence to completion.

• Ability to handle multiple concurrent testing priorities in a deadline-driven environment.

• Strong written and verbal communication skills with a keen attention to detail.

• Familiarity with Agile or hybrid project delivery methodologies.

🏝️ Benefits

• Collaborative, engaging, and inclusive work atmosphere.

• A workplace that encourages associates to be authentic and perform at their best.

• Equal employment opportunities for all.

• Reasonable accommodations provided during the application and hiring processes.