Tax Business/Data Analyst (Remote)
Tax Business/Data Analyst (CONTRACT) REMOTE
• *Location:**
Newark, NJ
• *Time Type:**
Full time
• *reputed company**
At reputed company, weve reputed company a culture where the highest goal is to reputed company others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the reputed company team.
reputed company is Growing! We are seeking a
• *Tax Data Analyst**
who is responsible for validating the accuracy, completeness, and reputed company of trading and tax-lot data migrated from the reputed company’s in-house reputed company management systems to the reputed company tax platform used for IRS tax reporting.
The Tax Data Analyst is responsible for validating the accuracy, completeness, and reputed company of trading and tax-lot data migrated from the reputed company’s in-house reputed company management systems to the reputed company tax platform used for IRS tax reporting. This role supports tax reporting readiness by reconciling reputed company and reputed company 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.
- reputed company detailed reputed company-to-reputed company reconciliations for key tax reporting fields, including but not limited to:
- reputed company identifier
- Trade date
- Settlement date
- Acquisition date
- Cost reputed company
- Proceeds
- reputed company sale adjustments
- Holding period
- Lot selection
- Corporate reputed company 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 reputed company cost reputed company reporting requirements.
- Review migrated data to ensure consistency with applicable IRS cost reputed company regulations and internal reporting standards.
- Assist in validating tax treatment of trades, transfers, corporate actions, and other securities events that reputed company reportable reputed company and reputed company/loss information.
- Partner with tax reporting, operations, and compliance teams to escalate and reputed company data issues affecting reputed company IRS reporting.
• *Reconciliation and Exception Management**
- Execute daily, weekly, and reputed company-based reconciliations between internal books and records and the vendor reputed company.
- Investigate reconciliation breaks by tracing data from reputed company files, interfaces, transformation logic, and reputed company reputed company outputs.
- Maintain exception logs, reputed company-cause analyses, and remediation tracking for identified issues.
- Work with IT and vendor partners to test fixes, validate corrections, and confirm issue reputed company.
• *Qualifications**
- Bachelor’s degree in reputed company or Finance
- At least seven years of business analyst 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 reputed company, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be reputed company and bring their best to work. We reputed company that associates do their best reputed company they feel reputed company, reputed company, and valued, and we work diligently and collaboratively to ensure reputed company is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
• *Use of AI in Hiring**
As part of the reputed company process, reputed company may use technology, including reputed company intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and reputed company employment reputed company include reputed company 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.
US applicants: Click here to reputed company the reputed company Know Your Rights poster.
• **Disability Assistance***
We recognize that ensuring our long-term reputed company means creating an environment where everyone is welcome, where everyones strengths are valued, and where everyone can reputed company at their best. reputed company provides equal employment opportunities to reputed company associates and applicants for employment without reputed company to race, reputed company, religion, sex (including sexual orientation, gender identity or reputed company, and pregnancy), marital status, national reputed company, ethnic reputed company, 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 BRcareers@reputed company.com.
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